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Lithia Motors
LAD

Overview Fund Activity

388 hedge funds and large institutions have $10B invested in Lithia Motors in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 106 increasing their positions, 175 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+21
Holders Change %
+5.72%
% of All Funds
6.83%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
69
Increased
106
Reduced
175
Closed
45
Calls
$81.3M
Puts
$91.4M
Net Calls
-$10.2M
Net Calls Change
-$34.9M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$127M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$987M
4
BlackRock
4
BlackRock
New York
$1.25B
5
Invesco
5
Invesco
Georgia
$341M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$365M
2
Boston Partners
2
Boston Partners
Massachusetts
$16.2M
3
FAM
3
Fred Alger Management
New York
$96.9M
4
MWNA
4
Marshall Wace North America
New York
$0
5
PWAM
5
Park West Asset Management
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
76
Boston Partners
Massachusetts
$16.2M -$103M -265,764 -86%
EIP
77
Epoch Investment Partners
New York
$15.9M +$820K +2,103 +5%
UBS Group
78
UBS Group
Switzerland
$15.9M -$1.39M -3,554 -8%
ProShare Advisors
79
ProShare Advisors
Maryland
$15.8M +$967K +2,478 +7%
ZCM
80
Ziegler Capital Management
Illinois
$15.6M -$3.82M -9,800 -20%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$15.4M -$51.5K -132 -0.3%
PAIM
82
Punch & Associates Investment Management
Minnesota
$15M -$2.28M -5,838 -13%
SC
83
Shellback Capital
Massachusetts
$14.7M -$2.89M -7,400 -16%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$14.3M -$247K -634 -2%
DKCM
85
Davidson Kempner Capital Management
New York
$13.7M +$13.7M +35,200 New
PI
86
Putnam Investments
Massachusetts
$13.7M +$13.7M +35,053 New
Assenagon Asset Management
87
Assenagon Asset Management
Luxembourg
$13.4M +$13.4M +34,281 New
Macquarie Group
88
Macquarie Group
Australia
$12.8M -$506K -1,296 -4%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$12.6M -$383K -982 -3%
CPC
90
Cookson Peirce & Co
Pennsylvania
$12.6M +$4.45M +11,415 +55%
UBS AM
91
UBS AM
Illinois
$12.5M +$75.3K +193 +0.6%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$12.3M -$544K -1,395 -4%
MCM
93
McKinley Capital Management
Alaska
$11.7M -$669K -1,716 -5%
SFM
94
Soros Fund Management
New York
$11.7M -$3.61M -9,251 -24%
GIM
95
Granahan Investment Management
Massachusetts
$11.1M +$4.02M +10,305 +57%
Barclays
96
Barclays
United Kingdom
$10.7M +$5.11M +13,102 +91%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$10.7M -$184K -471 -2%
RA
98
Royce & Associates
New York
$10.5M -$6.83M -17,500 -39%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$10M +$38.2K +98 +0.4%
HLCM
100
Hickory Lane Capital Management
New York
$9.56M – – –
2 3
4
5 6