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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 %
DADC
101
D.A. Davidson & Co
Montana
$5.12M -$3.29M -9,995 -39%
MIM
102
MetLife Investment Management
New Jersey
$5.11M -$90.9K -276 -2%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$4.95M +$4.49M +13,626 +990%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$4.94M -$117K -354 -2%
Fidelity International
105
Fidelity International
Bermuda
$4.94M +$1.65M +5,000 +50%
Connor, Clark & Lunn Investment Management (CC&L)
106
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.87M -$380K -1,155 -7%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$4.74M +$242K +735 +5%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$4.71M -$86.9K -264 -2%
LFCM
109
Long Focus Capital Management
Puerto Rico
$4.58M -$1.18M -3,575 -20%
BCC
110
Bridge City Capital
Oregon
$4.47M +$1.08M +3,267 +32%
YCM
111
Yousif Capital Management
Michigan
$4.44M -$2.31K -7 -0.1%
ERSOT
112
Employees Retirement System of Texas
Texas
$4.16M – – –
OPS
113
Orion Portfolio Solutions
Nebraska
$4.16M -$358K -1,176 -8%
BCI
114
Brinker Capital Investments
Pennsylvania
$4.16M -$358K -1,176 -8%
Citigroup
115
Citigroup
New York
$4.09M -$71.1K -216 -2%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$3.95M +$39.5K +120 +1%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$3.89M -$1.32M -4,000 -25%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.73M -$2.5M -7,605 -40%
HA
119
Harfst & Associates
Wyoming
$3.59M – – –
VanEck Associates
120
VanEck Associates
New York
$3.49M +$2.08M +6,330 +148%
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$3.45M +$3.45M +10,466 New
SWM
122
Sendero Wealth Management
Texas
$3.4M +$3.4M +10,332 New
LPL Financial
123
LPL Financial
California
$3.34M -$124K -376 -4%
CFLC
124
California First Leasing Corp
California
$3.22M +$650K +1,975 +25%
QC
125
Quadrature Capital
United Kingdom
$3.12M +$3.12M +9,479 New
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