LAD icon

Lithia Motors
LAD

Overview Fund Activity

386 hedge funds and large institutions have $9.61B invested in Lithia Motors in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
56
Increased
134
Reduced
131
Closed
48
Calls
$102M
Puts
$169M
Net Calls
-$67.8M
Net Calls Change
-$95.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$323M
2
Harris Associates
Harris Associates
Illinois
$667M
3
CCM
Cadian Capital Management
New York
$105M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$48.5M
5
Invesco
Invesco
Georgia
$67.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
1WCM
12 West Capital Management
New York
$0
3
KCM
Kensico Capital Management
Connecticut
$0
4
BWA
Brave Warrior Advisors
New York
$271M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$505M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
26
Frontier Capital Management
Massachusetts
$86.5M +$10.4M +31,670 +14%
CCMLC
27
Cardinal Capital Management LLC (Connecticut)
Connecticut
$86.2M -$14.5M -44,182 -14%
TCM
28
Tensile Capital Management
California
$68.8M -$9.22M -28,000 -12%
Charles Schwab
29
Charles Schwab
California
$68.7M +$3.06M +9,296 +5%
Invesco
30
Invesco
Georgia
$67.6M +$30.1M +91,403 +80%
Northern Trust
31
Northern Trust
Illinois
$66.8M -$85K -258 -0.1%
CC
32
Chicago Capital
Illinois
$66.5M -$2.5M -7,599 -4%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$60.7M +$59.9K +182 +0.1%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$60.1M -$7.1M -21,574 -11%
BCIM
35
British Columbia Investment Management
British Columbia, Canada
$48.7M +$1.79M +5,444 +4%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$48.5M +$36.9M +111,943 +317%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$46.2M +$3.23M +9,820 +8%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.5M +$609K +1,850 +1%
KCM
39
Kennedy Capital Management
Missouri
$41.8M +$264K +802 +0.6%
ClearBridge Investments
40
ClearBridge Investments
New York
$38.7M -$654K -1,985 -2%
Bank of America
41
Bank of America
North Carolina
$36.2M +$10.9M +33,033 +43%
Principal Financial Group
42
Principal Financial Group
Iowa
$33.3M -$207K -629 -0.6%
Franklin Resources
43
Franklin Resources
California
$33.1M +$8.4M +25,523 +34%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$32.1M +$625K +1,898 +2%
PL
45
Perpetual Ltd
Australia
$31.4M +$2.72M +8,270 +10%
Ameriprise
46
Ameriprise
Minnesota
$30.7M +$847K +2,573 +3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$28.1M -$677K -2,056 -2%
RRAM
48
River Road Asset Management
Kentucky
$27.2M -$489K -1,484 -2%
Boston Partners
49
Boston Partners
Massachusetts
$26.7M +$10.8M +33,405 +67%
First Trust Advisors
50
First Trust Advisors
Illinois
$25.7M -$3.82M -11,586 -13%
1
2
3 4 5