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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 %
Bank of America
51
Bank of America
North Carolina
$22.7M -$773K -2,618 -3%
Franklin Resources
52
Franklin Resources
California
$22.2M -$29.9M -101,135 -57%
IAM
53
Iridian Asset Management
Connecticut
$20.8M -$14M -47,310 -40%
Legal & General Group
54
Legal & General Group
United Kingdom
$19.3M -$15.4K -52 -0.1%
ECM
55
Engle Capital Management
Connecticut
$18.6M +$5.91M +20,000 +47%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$18M +$7.25M +24,561 +68%
Swiss National Bank
57
Swiss National Bank
Switzerland
$17.9M +$177K +600 +1%
Ensign Peak Advisors
58
Ensign Peak Advisors
Utah
$16.8M -$3.23M -10,940 -16%
LCM
59
Logan Capital Management
Pennsylvania
$15.6M +$498K +1,687 +3%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$15.5M -$313K -1,060 -2%
BIM
61
Bridges Investment Management
Nebraska
$15.4M +$4.62M +15,643 +43%
Boston Partners
62
Boston Partners
Massachusetts
$14.4M -$527K -1,807 -4%
SEI Investments
63
SEI Investments
Pennsylvania
$14.2M -$13M -44,116 -48%
UBS AM
64
UBS AM
Illinois
$13.9M -$1.55M -5,235 -10%
Goldman Sachs
65
Goldman Sachs
New York
$13.3M +$960K +3,249 +8%
WHG
66
Westwood Holdings Group
Texas
$13M +$1.52M +5,139 +13%
SGCIA
67
Smith Graham & Co Investment Advisors
Texas
$12.3M -$116K -394 -0.9%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$12.2M +$5.08M +17,209 +72%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$12M – – –
IECM
70
Intrinsic Edge Capital Management
Illinois
$11.9M -$781K -2,644 -6%
Macquarie Group
71
Macquarie Group
Australia
$11.7M -$447K -1,513 -4%
AIG
72
American International Group
New York
$11.5M -$794K -2,689 -6%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$11.3M -$608K -2,060 -5%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$11.2M +$29.5K +100 +0.3%
CCM
75
Cobalt Capital Management
New Jersey
$10.9M +$10.9M +37,000 New
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