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Lithia Motors
LAD

Overview Fund Activity

429 hedge funds and large institutions have $8.06B invested in Lithia Motors in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 144 increasing their positions, 152 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+7
Holders Change %
+1.66%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-40.91%
% of All Funds
0.2%
New
77
Increased
144
Reduced
152
Closed
67
Calls
$35.1M
Puts
$88.5M
Net Calls
-$53.4M
Net Calls Change
-$35.4M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$300M
2
MP
MFN Partners
Massachusetts
$156M
3
PWAM
Park West Asset Management
California
$203M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$152M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$37M

Top Sellers

1
SHCM
Sachem Head Capital Management
New York
$0
2
Invesco
Invesco
Georgia
$61.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$112M
4
FAM
Fred Alger Management
New York
$66.9M
5
Wells Fargo
Wells Fargo
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
76
JAT Capital Management
Connecticut
$14.8M +$14.8M +49,717 New
SGCIA
77
Smith Graham & Co Investment Advisors
Texas
$13.3M -$1.09M -3,657 -8%
BBL
78
Beck Bode LLC
Massachusetts
$13.1M +$13.1M +44,011 New
UBS AM
79
UBS AM
Illinois
$13M -$549K -1,849 -4%
LCM
80
Logan Capital Management
Pennsylvania
$13M -$1.06M -3,576 -8%
WCA
81
Waratah Capital Advisors
Ontario, Canada
$12.6M -$5.37M -18,100 -30%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$12.4M -$2.48M -8,360 -17%
Macquarie Group
83
Macquarie Group
Australia
$12M -$16.3M -55,057 -58%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$11.9M -$9.82M -33,060 -45%
Allspring Global Investments
85
Allspring Global Investments
North Carolina
$11.8M +$11.8M +39,661 New
Victory Capital Management
86
Victory Capital Management
Texas
$11.8M -$9.46M -31,846 -45%
SM
87
Saya Management
New York
$11.7M +$3.69M +12,434 +46%
PAIM
88
Punch & Associates Investment Management
Minnesota
$11.6M +$67.1K +226 +0.6%
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$11.5M +$4.48M +15,072 +64%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$11.3M +$2.44M +8,210 +27%
CS
91
Credit Suisse
Switzerland
$11.1M +$611K +2,056 +6%
PI
92
Putnam Investments
Massachusetts
$11.1M +$330K +1,112 +3%
SFM
93
Soros Fund Management
New York
$10.6M -$4.6M -15,500 -30%
Pacer Advisors
94
Pacer Advisors
Pennsylvania
$10.5M +$9.51M +32,031 +970%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$9.71M -$124K -419 -1%
Hudson Bay Capital Management
96
Hudson Bay Capital Management
Connecticut
$9.35M +$4.3M +14,469 +85%
Boston Partners
97
Boston Partners
Massachusetts
$9.23M +$6.46K +22 +0.1%
EIP
98
Epoch Investment Partners
New York
$9.03M +$8.35M +28,127 +1,229%
MOACM
99
Mutual of America Capital Management
New York
$8.79M +$120K +404 +1%
DFO
100
Duquesne Family Office
New York
$8.64M – – –
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4
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