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Lithia Motors
LAD

Overview Fund Activity

414 hedge funds and large institutions have $8.55B invested in Lithia Motors in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+28
Holders Change %
+7.25%
% of All Funds
6%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
64
Increased
131
Reduced
141
Closed
34
Calls
$91.3M
Puts
$117M
Net Calls
-$25.2M
Net Calls Change
+$42.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
4
Lido Advisors
California
$11.4M
5
DIA
5
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
GKIM
2
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
3
SRS Investment Management
New York
$43M
4
BWA
4
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$21.8M -$937K -3,114 -4%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$21.8M -$74K -246 -0.3%
IAM
53
Iridian Asset Management
Connecticut
$20.7M +$1.86M +6,171 +10%
Legal & General Group
54
Legal & General Group
United Kingdom
$18.3M -$1.18M -3,911 -6%
UBS Group
55
UBS Group
Switzerland
$18.2M +$9.72M +32,312 +114%
Squarepoint
56
Squarepoint
New York
$18.1M +$9.68M +32,187 +114%
WHG
57
Westwood Holdings Group
Texas
$17.2M +$3.62M +12,035 +27%
Swiss National Bank
58
Swiss National Bank
Switzerland
$16.3M – – –
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$15.8M +$27.7K +92 +0.2%
Barclays
60
Barclays
United Kingdom
$15.4M -$2.42M -8,059 -14%
LCM
61
Logan Capital Management
Pennsylvania
$15.1M +$131K +434 +0.9%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$14.9M +$14.9M +49,685 New
Goldman Sachs
63
Goldman Sachs
New York
$14.9M -$86.3K -287 -0.6%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$14.7M -$3.89M -12,935 -21%
UBS AM
65
UBS AM
Illinois
$14.7M +$77.9K +259 +0.5%
ECM
66
Engle Capital Management
Connecticut
$13.5M -$2.41M -8,000 -15%
Millennium Management
67
Millennium Management
New York
$13M +$4.6M +15,303 +55%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$12.2M -$1.51M -5,024 -11%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$11.9M -$2.26M -7,500 -16%
GKIM
70
GW&K Investment Management
Massachusetts
$11.9M -$103M -343,219 -90%
CS
71
Credit Suisse
Switzerland
$11.7M +$116K +386 +1%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$11.6M -$715K -2,377 -6%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$11.4M – – –
Lido Advisors
74
Lido Advisors
California
$11.4M +$11.4M +38,011 New
SEI Investments
75
SEI Investments
Pennsylvania
$11.4M -$2.92M -9,692 -20%
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