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Lithia Motors
LAD

Overview Fund Activity

387 hedge funds and large institutions have $8.4B invested in Lithia Motors in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 147 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+19
Holders Change %
+5.16%
% of All Funds
6.17%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
56
Increased
114
Reduced
147
Closed
36
Calls
$144M
Puts
$116M
Net Calls
+$27.9M
Net Calls Change
+$13.7M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$49.6M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$470M
3
Norges Bank
3
Norges Bank
Norway
$109M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$145M
5
ACM
5
Abrams Capital Management
Massachusetts
$706M

Top Sellers

1
BWA
1
Brave Warrior Advisors
New York
$261M
2
Millennium Management
2
Millennium Management
New York
$8.38M
3
RRAM
3
River Road Asset Management
Kentucky
$24.9M
4
FCM
4
Frontier Capital Management
Massachusetts
$68.2M
5
Franklin Resources
5
Franklin Resources
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Holocene Advisors
126
Holocene Advisors
New York
$3.43M +$3.43M +11,613 New
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$3.34M -$22M -74,375 -87%
HMCP
128
Hook Mill Capital Partners
New York
$3.26M -$1.19M -4,019 -27%
HA
129
Harfst & Associates
Wyoming
$3.22M – – –
LPL Financial
130
LPL Financial
California
$3.11M +$28.9K +98 +0.9%
CG
131
Colony Group
Massachusetts
$3.1M -$136K -462 -4%
BCC
132
Bridge City Capital
Oregon
$3.05M -$565K -1,913 -16%
Fidelity International
133
Fidelity International
Bermuda
$2.95M +$1.18M +4,000 +67%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$2.78M +$1.34M +4,541 +93%
APF
135
Alaska Permanent Fund
Alaska
$2.72M – – –
OAM
136
Oppenheimer Asset Management
New York
$2.65M -$104K -353 -4%
SDIC
137
South Dakota Investment Council
South Dakota
$2.49M -$88.6K -300 -3%
RSC
138
Red Spruce Capital
Pennsylvania
$2.44M -$85.9K -291 -3%
PP
139
PDT Partners
New York
$2.4M +$2.4M +8,140 New
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$2.39M +$2.39M +8,091 New
Stifel Financial
141
Stifel Financial
Missouri
$2.37M +$40.5K +137 +2%
ASRS
142
Arizona State Retirement System
Arizona
$2.31M +$35.1K +119 +2%
CFLC
143
California First Leasing Corp
California
$2.3M +$490K +1,659 +27%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$2.3M -$59.1K -200 -3%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$2.29M -$59.1K -200 -3%
LCM
146
LRT Capital Management
Texas
$2.1M +$26K +88 +1%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$2.04M -$60.2K -204 -3%
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$2.03M +$2.03M +6,888 New
SOMRS
149
State of Michigan Retirement System
Michigan
$1.95M -$59.1K -200 -3%
Allianz Asset Management
150
Allianz Asset Management
Germany
$1.93M +$162K +549 +9%
4 5
6
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