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Lithia Motors
LAD

Overview Fund Activity

250 hedge funds and large institutions have $2.72B invested in Lithia Motors in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 101 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+22
Holders Change %
+9.65%
% of All Funds
6.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
39
Increased
78
Reduced
101
Closed
14
Calls
$24.7M
Puts
$2.29M
Net Calls
+$22.4M
Net Calls Change
+$21.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$69.8M
2
O
OppenheimerFunds
New York
$37.7M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$102M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$24.1M
5
AC
Amici Capital
New York
$15.9M

Top Sellers

1
GCM
Glenview Capital Management
New York
$99.6M
2
EAM
EverPoint Asset Management
Connecticut
$1.7M
3
PCM
Palestra Capital Management
New York
$40M
4
WRF
Waddell & Reed Financial
Kansas
$12.3M
5
TCM
TimesSquare Capital Management
New York
$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$14.1M +$3.33M +29,450 +31%
ACM
52
Apex Capital Management
Ohio
$14.1M +$1.81M +15,969 +15%
NI
53
Numeric Investors
Massachusetts
$14.1M +$10.4M +91,900 +281%
LG
54
Leuthold Group
Minnesota
$12.6M +$591K +5,221 +5%
WRF
55
Waddell & Reed Financial
Kansas
$12.3M -$19.9M -175,900 -62%
SGCIA
56
Smith Graham & Co Investment Advisors
Texas
$12M -$127K -1,120 -1%
LI
57
LMCG Investments
Massachusetts
$11.4M -$5.72M -50,537 -33%
UBS Group
58
UBS Group
Switzerland
$10.9M +$2.77M +24,463 +34%
PCM
59
Penn Capital Management
Pennsylvania
$10.8M -$9.04M -79,902 -46%
Comerica Bank
60
Comerica Bank
Texas
$10.7M +$4.91M +43,351 +85%
Prudential Financial
61
Prudential Financial
New Jersey
$10M +$90.5K +800 +0.9%
BIM
62
BlackRock Investment Management
Delaware
$9.84M +$1.3M +11,480 +15%
AAMU
63
Amundi Asset Management US
Massachusetts
$9.83M -$30.7K -271 -0.3%
PAIM
64
Punch & Associates Investment Management
Minnesota
$9.65M -$1.17M -10,295 -11%
Charles Schwab
65
Charles Schwab
California
$9.44M +$424K +3,748 +5%
TCIM
66
TIAA CREF Investment Management
New York
$9.09M -$30.6K -270 -0.3%
WHG
67
Westwood Holdings Group
Texas
$8.95M -$1.47M -13,000 -14%
FAM
68
Fred Alger Management
New York
$8.83M -$2.13M -18,851 -19%
TCM
69
Timpani Capital Management
Wisconsin
$8.42M +$1.98M +17,497 +31%
BLM
70
Bennett Lawrence Management
New York
$7.39M -$783K -6,920 -10%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$7.22M -$22.6K -200 -0.3%
GIM
72
Granahan Investment Management
Massachusetts
$6.9M -$2.44M -21,600 -26%
FP
73
Foundry Partners
Minnesota
$6.88M +$6.88M +60,814 New
HCS
74
Harvest Capital Strategies
California
$6.79M – – –
Norges Bank
75
Norges Bank
Norway
$6.54M +$878K +7,755 +16%
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