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Lithia Motors
LAD

Overview Fund Activity

218 hedge funds and large institutions have $2.19B invested in Lithia Motors in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+16
Holders Change %
+7.92%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
37
Increased
73
Reduced
83
Closed
21
Calls
$10.7M
Puts
$4.58M
Net Calls
+$6.13M
Net Calls Change
+$4.48M

Top Buyers

1
GCM
Glenview Capital Management
New York
$79.9M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$38.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.9M
4
RIM
RS Investment Management
California
$19.8M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$19M

Top Sellers

1
SB
Suntrust Banks
Georgia
$2.69M
2
Invesco
Invesco
Georgia
$12.1M
3
AP
Alydar Partners
Massachusetts
$14.1M
4
CCP
Clough Capital Partners
Massachusetts
$21.8M
5
TCM
TimesSquare Capital Management
New York
$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
151
UBS AM
Illinois
$847K – – –
RCM
152
Reynolds Capital Management
Nevada
$847K +$329K +3,500 +64%
US Bancorp
153
US Bancorp
Minnesota
$815K +$19.7K +210 +2%
GCP
154
GSA Capital Partners
United Kingdom
$812K +$812K +8,629 New
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$791K -$65.9K -700 -8%
PI
156
Placemark Investments
Illinois
$731K +$252K +2,678 +53%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$704K – – –
Credit Agricole
158
Credit Agricole
France
$703K -$1.1M -11,647 -61%
BIM
159
BRC Investment Management
Colorado
$662K -$104K -1,109 -14%
T. Rowe Price Associates
160
T. Rowe Price Associates
Maryland
$611K – – –
BCM
161
Bridgeway Capital Management
Texas
$583K -$188K -2,000 -24%
PG
162
Portola Group
California
$579K – – –
Citigroup
163
Citigroup
New York
$535K -$1.11M -11,766 -67%
MERSOM
164
Municipal Employees' Retirement System of Michigan
Michigan
$517K – – –
PA
165
Profund Advisors
Maryland
$497K -$8.75K -93 -2%
AG
166
Aperio Group
California
$497K +$211K +2,239 +74%
CONA
167
Capital One National Association
New York
$487K +$1.22K +13 +0.3%
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$486K -$311K -3,309 -39%
AAM
169
Advisors Asset Management
Colorado
$483K +$18.2K +193 +4%
DC
170
Deere & Company
Illinois
$450K -$99.1K -1,053 -18%
PGIM
171
Pacific Global Investment Management
California
$442K +$442K +4,700 New
WCM
172
Washington Capital Management
Washington
$379K – – –
FAB
173
First American Bank
Illinois
$373K – – –
LPL Financial
174
LPL Financial
California
$367K +$367K +3,905 New
PI
175
PineBridge Investments
New York
$333K -$197K -2,094 -37%
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