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Lithia Motors
LAD

Overview Fund Activity

374 hedge funds and large institutions have $6.6B invested in Lithia Motors in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
5.99%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
56
Increased
126
Reduced
124
Closed
48
Calls
$101M
Puts
$88.3M
Net Calls
+$13M
Net Calls Change
+$59.8M

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$64.5M
2
Harris Associates
2
Harris Associates
Illinois
$344M
3
SIM
3
SRS Investment Management
New York
$63.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$125M
5
EAM
5
Eventide Asset Management
Massachusetts
$28.7M

Top Sellers

1
BG
1
Baupost Group
Massachusetts
$14.9M
2
Ameriprise
2
Ameriprise
Minnesota
$19.1M
3
DKCM
3
Davidson Kempner Capital Management
New York
$5.14M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$286K
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Tensile Capital Management
California
$61.8M -$6.87M -30,000 -10%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$60.9M +$3.95M +17,255 +7%
Charles Schwab
28
Charles Schwab
California
$58.6M +$992K +4,334 +2%
Northern Trust
29
Northern Trust
Illinois
$53.4M +$642K +2,804 +1%
CC
30
Chicago Capital
Illinois
$48.8M +$3.78M +16,502 +8%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$48.4M -$6.4M -28,191 -12%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$43.9M +$9.28M +40,526 +27%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.2M +$3.71M +16,212 +10%
Invesco
34
Invesco
Georgia
$40.8M -$12.1M -52,731 -23%
Franklin Resources
35
Franklin Resources
California
$35.2M +$23.3M +101,859 +196%
1WCM
36
12 West Capital Management
New York
$34.5M +$4.69M +20,500 +16%
IAM
37
Iridian Asset Management
Connecticut
$34.3M -$6.89M -30,089 -17%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$32.8M -$1.31M -5,727 -4%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$32.4M +$15M +65,320 +86%
EAM
40
Eventide Asset Management
Massachusetts
$28.7M +$28.7M +125,499 New
Principal Financial Group
41
Principal Financial Group
Iowa
$24.8M +$223K +975 +0.9%
First Trust Advisors
42
First Trust Advisors
Illinois
$24.6M +$15.1M +65,787 +157%
ClearBridge Investments
43
ClearBridge Investments
New York
$24M -$545K -2,380 -2%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$23.8M +$342K +1,495 +1%
KCM
45
Kennedy Capital Management
Missouri
$22.5M +$349K +1,526 +2%
Bank of America
46
Bank of America
North Carolina
$22.5M +$6.2M +27,075 +38%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$21.6M +$1.55M +6,756 +8%
Citadel Advisors
48
Citadel Advisors
Florida
$21.4M -$12.6M -55,227 -37%
SEI Investments
49
SEI Investments
Pennsylvania
$20.5M -$1.7M -7,441 -8%
BCIM
50
British Columbia Investment Management
British Columbia, Canada
$20.1M -$3.55M -15,500 -15%
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