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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 %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$24.9M -$646K -1,961 -3%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$23.9M +$5.15M +15,655 +27%
Wellington Management Group
53
Wellington Management Group
Massachusetts
$21.4M +$17.3M +52,458 +414%
Legal & General Group
54
Legal & General Group
United Kingdom
$21.3M -$174K -527 -0.8%
IAM
55
Iridian Asset Management
Connecticut
$20.6M -$2.59M -7,875 -11%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$20.4M +$332K +1,008 +2%
Barclays
57
Barclays
United Kingdom
$19.5M -$17.2M -52,245 -47%
Swiss National Bank
58
Swiss National Bank
Switzerland
$17.9M -$2.04M -6,200 -10%
ECM
59
Engle Capital Management
Connecticut
$17.5M -$3.29M -10,000 -16%
BIM
60
Bridges Investment Management
Nebraska
$17.2M +$38.5K +117 +0.2%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$17.2M +$17.1K +52 +0.1%
Goldman Sachs
62
Goldman Sachs
New York
$16.4M +$1.59M +4,818 +11%
LCM
63
Logan Capital Management
Pennsylvania
$16.4M -$1.04M -3,148 -6%
UBS AM
64
UBS AM
Illinois
$16M +$477K +1,450 +3%
SEI Investments
65
SEI Investments
Pennsylvania
$15.7M -$187K -569 -1%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$15.5M +$2.14M +6,485 +16%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$15M +$2.4M +7,300 +19%
WHG
68
Westwood Holdings Group
Texas
$14.9M +$438K +1,331 +3%
SGCIA
69
Smith Graham & Co Investment Advisors
Texas
$13.6M -$82K -249 -0.6%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$13.5M -$108K -328 -0.8%
CS
71
Credit Suisse
Switzerland
$12.7M +$760K +2,308 +6%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$12.5M +$32.9K +100 +0.3%
AIG
73
American International Group
New York
$12.2M -$546K -1,658 -4%
Macquarie Group
74
Macquarie Group
Australia
$11.8M -$1.31M -3,986 -10%
STB
75
S&T Bank
Pennsylvania
$10.3M -$381K -1,158 -4%
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