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Lithia Motors
LAD

Overview Fund Activity

387 hedge funds and large institutions have $8.4B invested in Lithia Motors in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 147 reducing their positions, and 36 closing their positions.

Holders
387
Holders Change
+19
Holders Change %
+5.16%
% of All Funds
6.17%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
56
Increased
114
Reduced
147
Closed
36
Calls
$144M
Puts
$116M
Net Calls
+$27.9M
Net Calls Change
+$13.7M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$49.6M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$470M
3
Norges Bank
3
Norges Bank
Norway
$109M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$145M
5
ACM
5
Abrams Capital Management
Massachusetts
$706M

Top Sellers

1
BWA
1
Brave Warrior Advisors
New York
$261M
2
Millennium Management
2
Millennium Management
New York
$8.38M
3
RRAM
3
River Road Asset Management
Kentucky
$24.9M
4
FCM
4
Frontier Capital Management
Massachusetts
$68.2M
5
Franklin Resources
5
Franklin Resources
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
26
Tensile Capital Management
California
$70M -$3.82M -12,937 -5%
FCM
27
Frontier Capital Management
Massachusetts
$68.2M -$34.1M -115,306 -33%
CC
28
Chicago Capital
Illinois
$61.9M -$782K -2,647 -1%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$60.7M -$5.96M -20,049 -9%
Northern Trust
30
Northern Trust
Illinois
$60M -$1.17M -3,969 -2%
Charles Schwab
31
Charles Schwab
California
$58.8M -$18.9M -64,149 -24%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$54.4M -$816K -2,762 -1%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$49.6M +$49.6M +168,115 New
1WCM
34
12 West Capital Management
New York
$44.4M – – –
BCIM
35
British Columbia Investment Management
British Columbia, Canada
$42.1M – – –
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.3M -$8.65M -29,301 -18%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$38.5M -$4.98M -16,865 -11%
KCM
38
Kennedy Capital Management
Missouri
$37.2M +$134K +455 +0.4%
ClearBridge Investments
39
ClearBridge Investments
New York
$35.3M -$466K -1,578 -1%
Invesco
40
Invesco
Georgia
$33.7M +$6.6M +22,332 +24%
KCM
41
Kensico Capital Management
Connecticut
$33.4M +$9.75M +33,000 +41%
Barclays
42
Barclays
United Kingdom
$32.9M -$4.95M -16,768 -13%
Principal Financial Group
43
Principal Financial Group
Iowa
$30M -$501K -1,696 -2%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$28.3M +$151K +512 +0.5%
Ameriprise
45
Ameriprise
Minnesota
$26.8M -$176K -596 -0.7%
First Trust Advisors
46
First Trust Advisors
Illinois
$26.5M -$4.59M -15,547 -15%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$25.8M -$307K -1,040 -1%
PL
48
Perpetual Ltd
Australia
$25.7M +$4.14M +14,020 +19%
RRAM
49
River Road Asset Management
Kentucky
$24.9M -$44.2M -149,750 -64%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$22.9M -$18.4M -62,279 -45%
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