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Lithia Motors
LAD

Overview Fund Activity

368 hedge funds and large institutions have $8.95B invested in Lithia Motors in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.8%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
49
Increased
115
Reduced
148
Closed
53
Calls
$116M
Puts
$102M
Net Calls
+$14.2M
Net Calls Change
+$1.19M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$206M
2
CM
2
Conifer Management
New York
$213M
3
Millennium Management
3
Millennium Management
New York
$68.6M
4
Harris Associates
4
Harris Associates
Illinois
$501M
5
EAM
5
Eventide Asset Management
Massachusetts
$74.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$136M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.16M
4
Invesco
4
Invesco
Georgia
$27.9M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$803K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$27.7M +$2.37M +7,800 +9%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$26.9M +$538K +1,769 +2%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$26.1M +$26.1M +85,698 New
KCM
54
Kensico Capital Management
Connecticut
$24.3M +$24.3M +80,000 New
Bank of America
55
Bank of America
North Carolina
$24.2M -$5.67M -18,633 -19%
PL
56
Perpetual Ltd
Australia
$22.2M +$1.62M +5,341 +8%
Citadel Advisors
57
Citadel Advisors
Florida
$21.8M -$6.58M -21,632 -23%
Ensign Peak Advisors
58
Ensign Peak Advisors
Utah
$20.7M +$34.1K +112 +0.2%
Legal & General Group
59
Legal & General Group
United Kingdom
$19.8M +$2.59M +8,517 +15%
Swiss National Bank
60
Swiss National Bank
Switzerland
$18.2M +$274K +900 +2%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$16.2M -$74.5K -245 -0.5%
LCM
62
Logan Capital Management
Pennsylvania
$15.6M -$467K -1,537 -3%
Boston Partners
63
Boston Partners
Massachusetts
$15.4M -$1.1M -3,646 -7%
ECM
64
Engle Capital Management
Connecticut
$13.1M -$1.22M -4,000 -9%
IECM
65
Intrinsic Edge Capital Management
Illinois
$13M +$8.72M +28,668 +203%
SGCIA
66
Smith Graham & Co Investment Advisors
Texas
$12.7M -$567K -1,866 -4%
Goldman Sachs
67
Goldman Sachs
New York
$12.7M -$3.9M -12,837 -24%
AIG
68
American International Group
New York
$12.6M -$202K -663 -2%
RJA
69
Raymond James & Associates
Florida
$12.5M -$2.64M -8,679 -17%
Macquarie Group
70
Macquarie Group
Australia
$12.5M +$1.73M +5,695 +16%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$12.4M -$3.53M -11,607 -22%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$12.3M -$387K -1,271 -3%
UBS AM
73
UBS AM
Illinois
$12M – – –
WHG
74
Westwood Holdings Group
Texas
$11.8M -$950K -3,125 -7%
GIM
75
Granahan Investment Management
Massachusetts
$11.6M -$13.4M -44,138 -54%
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