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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 %
CCM
126
Cinctive Capital Management
New York
$5.17M +$108K +364 +2%
RJA
127
Raymond James & Associates
Florida
$5.16M -$36.2K -122 -0.7%
EF
128
Empowered Funds
Pennsylvania
$4.98M +$1.09M +3,677 +28%
Canada Pension Plan Investment Board
129
Canada Pension Plan Investment Board
Ontario, Canada
$4.95M +$254K +856 +5%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$4.94M -$183K -617 -4%
YCM
131
Yousif Capital Management
Michigan
$4.84M +$4.84M +16,310 New
AI
132
Aperture Investors
New York
$4.75M -$1.21M -4,062 -20%
Calamos Advisors
133
Calamos Advisors
Illinois
$4.74M -$6.58M -22,142 -58%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.7M -$2.36M -7,955 -33%
Canada Life
135
Canada Life
Manitoba, Canada
$4.61M +$302K +1,018 +7%
KOCAA
136
Knights of Columbus Asset Advisors
Connecticut
$4.59M -$646K -2,174 -12%
MCM
137
McKinley Capital Management
Alaska
$4.53M -$40.7K -137 -0.9%
BCI
138
Brinker Capital Investments
Pennsylvania
$4.46M +$670K +2,255 +18%
MIM
139
MetLife Investment Management
New Jersey
$4.36M +$41.9K +141 +1%
JWM
140
Jackson Wealth Management
Florida
$4.28M +$105K +353 +3%
RA
141
Royce & Associates
New York
$3.86M – – –
Citigroup
142
Citigroup
New York
$3.85M +$1.45M +4,891 +61%
OAM
143
Oppenheimer Asset Management
New York
$3.77M -$232K -783 -6%
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$3.74M – – –
SPPAM
145
Summit Partners Public Asset Management
Massachusetts
$3.73M -$27.5M -92,610 -88%
EA
146
Ellsworth Advisors
Ohio
$3.71M +$3.71M +12,508 New
BCC
147
Bridge City Capital
Oregon
$3.57M -$594 -2 -0%
CAM
148
ClariVest Asset Management
California
$3.54M -$356K -1,200 -9%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$3.48M +$932K +3,139 +37%
HA
150
Harfst & Associates
Wyoming
$3.34M +$7.42K +25 +0.2%
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