LAD icon

Lithia Motors
LAD

Overview Fund Activity

375 hedge funds and large institutions have $6.96B invested in Lithia Motors in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 82 closing their positions.

Holders
375
Holders Change
-39
Holders Change %
-9.42%
% of All Funds
5.46%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
50
Increased
130
Reduced
138
Closed
82
Calls
$45.1M
Puts
$47.5M
Net Calls
-$2.4M
Net Calls Change
+$22.8M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$429M
2
RRAM
2
River Road Asset Management
Kentucky
$72.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$257M
4
AI
4
Advent International
Massachusetts
$35.8M
5
SSA
5
Schonfeld Strategic Advisors
New York
$33.5M

Top Sellers

1
MP
1
MFN Partners
Massachusetts
$225M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$12.2M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.1M
4
CCM
4
Cadian Capital Management
New York
$35.8M
5
SIM
5
SRS Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
51
Kennedy Capital Management
Missouri
$20.1M 79,696 -23,949 -23%
IAM
52
Iridian Asset Management
Connecticut
$18.4M 73,040 +4,203 +6%
Ensign Peak Advisors
53
Ensign Peak Advisors
Utah
$18.3M 72,609 +150 +0.2%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$18.3M 72,522 +5 +0%
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$17.8M 70,589 +70,589 New
WHG
56
Westwood Holdings Group
Texas
$17.8M 70,405 +13,126 +23%
UBS AM
57
UBS AM
Illinois
$17.2M 68,272 +19,547 +40%
UBS Group
58
UBS Group
Switzerland
$14.4M 57,158 -3,391 -6%
Lido Advisors
59
Lido Advisors
California
$14.1M 56,011 +18,000 +47%
Swiss National Bank
60
Swiss National Bank
Switzerland
$13.7M 54,200 -100 -0.2%
Legal & General Group
61
Legal & General Group
United Kingdom
$13.6M 53,831 -6,929 -11%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$13.1M 51,726 -733 -1%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$12.9M 51,858 +14,940 +40%
SEI Investments
64
SEI Investments
Pennsylvania
$12.7M 50,321 +12,460 +33%
LCM
65
Logan Capital Management
Pennsylvania
$12.6M 49,728 -484 -1%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$12.4M 48,919 +45,866 +1,502%
AllianceBernstein
67
AllianceBernstein
Tennessee
$12.2M 48,507 -483,653 -91%
Barclays
68
Barclays
United Kingdom
$11.2M 44,243 -6,840 -13%
CCMLC
69
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.1M 43,823 -182,487 -81%
ECM
70
Engle Capital Management
Connecticut
$10.9M 43,000 -2,000 -4%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$10.6M 42,130 +2,423 +6%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$9.4M 37,230 -800 -2%
DIA
73
Dana Investment Advisors
Wisconsin
$9.39M 37,203 -485 -1%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$9.22M 36,532 -12,372 -25%
Goldman Sachs
75
Goldman Sachs
New York
$9.15M 36,241 -13,269 -27%
1 2
3
4 5