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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 %
CCM
76
Channing Capital Management
Illinois
$10M +$1.19M +3,602 +13%
Wells Fargo
77
Wells Fargo
California
$9.97M +$856K +2,601 +9%
SCP
78
Steamboat Capital Partners
New York
$9.9M -$1.63M -4,946 -14%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$9.69M -$415K -1,260 -4%
UBS Group
80
UBS Group
Switzerland
$9.3M -$1.19M -3,625 -11%
Squarepoint
81
Squarepoint
New York
$9.26M +$8.8M +26,731 +1,905%
Millennium Management
82
Millennium Management
New York
$9.15M -$198K -601 -2%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$9.02M +$1.33M +4,052 +17%
RJA
84
Raymond James & Associates
Florida
$8.09M -$1.62M -4,932 -17%
TPSF
85
Texas Permanent School Fund
Texas
$7.82M +$120K +365 +2%
PI
86
PEAK6 Investments
Illinois
$7.53M +$2.15M +6,537 +40%
MWM
87
Moran Wealth Management
Florida
$7.45M -$110K -333 -1%
PL
88
Parkwood LLC
Ohio
$7.41M -$1.39M -4,208 -16%
GIG
89
Goodnow Investment Group
Connecticut
$7.19M +$451K +1,370 +7%
AB
90
Amalgamated Bank
New York
$6.84M +$985K +2,992 +17%
First Eagle Investment Management
91
First Eagle Investment Management
New York
$6.63M +$2.34M +7,120 +55%
Canada Life
92
Canada Life
Manitoba, Canada
$6.6M -$33.2K -101 -0.5%
Victory Capital Management
93
Victory Capital Management
Texas
$6.52M +$884K +2,686 +16%
American Century Companies
94
American Century Companies
Missouri
$6.42M -$5.16M -15,658 -45%
IECM
95
Intrinsic Edge Capital Management
Illinois
$6.23M -$6.99M -21,224 -53%
AG
96
Algert Global
California
$6.16M +$1.62M +4,920 +36%
MOACM
97
Mutual of America Capital Management
New York
$5.61M -$906K -2,750 -14%
Truist Financial
98
Truist Financial
North Carolina
$5.5M +$88.9K +270 +2%
Comerica Bank
99
Comerica Bank
Texas
$5.14M -$1.65K -5 -0%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$5.13M – – –
2 3
4
5 6