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Lithia Motors
LAD

Overview Fund Activity

254 hedge funds and large institutions have $1.89B invested in Lithia Motors in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 88 increasing their positions, 99 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-59
Holders Change %
-18.85%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
88
Reduced
99
Closed
82
Calls
$8.41M
Puts
$5.69M
Net Calls
+$2.72M
Net Calls Change
+$6.06M

Top Buyers

1
PWAM
Park West Asset Management
California
$28.6M
2
Goldman Sachs
Goldman Sachs
New York
$33M
3
EC
Eminence Capital
New York
$22.3M
4
CCM
Channing Capital Management
Illinois
$19M
5
HRCM
Hawk Ridge Capital Management
California
$14.2M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
CGM
Capital Growth Management
Massachusetts
$0
3
Man Group
Man Group
United Kingdom
$5.63M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$17.4M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
151
Robeco Institutional Asset Management
Netherlands
$459K +$51.5K +631 +13%
ASRS
152
Arizona State Retirement System
Arizona
$435K -$801K -9,784 -65%
PSUF
153
People's United Financial
Connecticut
$428K -$8.83K -108 -2%
HEIP
154
Hudson Edge Investment Partners
New Jersey
$424K +$26.7K +326 +7%
YMRC
155
Yorktown Management & Research Company
Virginia
$409K -$131K -1,600 -24%
AG
156
Algert Global
California
$401K -$182K -2,230 -31%
CB
157
Commerce Bank
Missouri
$398K -$67.3K -822 -14%
Mitsubishi UFJ Trust & Banking
158
Mitsubishi UFJ Trust & Banking
Japan
$393K – – –
Wellington Management Group
159
Wellington Management Group
Massachusetts
$380K -$531K -6,489 -58%
XK
160
Xact Kapitalforvaltning
Sweden
$373K – – –
ECM
161
Everence Capital Management
Indiana
$371K +$141K +1,730 +62%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$362K +$1.78K +22 +0.5%
FP
163
Factorial Partners
New York
$352K +$352K +4,300 New
FIM
164
Freedom Investment Management
Connecticut
$346K +$121K +904 +54%
SWM
165
SeaCrest Wealth Management
New York
$345K +$6.05K +74 +2%
GC
166
Globeflex Capital
California
$334K – – –
AB
167
Amalgamated Bank
New York
$324K -$8.34K -102 -3%
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$315K +$315K +3,857 New
CGH
169
Crossmark Global Holdings
Texas
$305K -$818 -10 -0.3%
Public Employees Retirement Association of Colorado
170
Public Employees Retirement Association of Colorado
Colorado
$299K – – –
LPL Financial
171
LPL Financial
California
$289K -$3.27K -40 -1%
US Bancorp
172
US Bancorp
Minnesota
$267K +$5.25K +64 +2%
SRAM
173
Stone Ridge Asset Management
New York
$265K -$156K -1,900 -37%
KeyBank National Association
174
KeyBank National Association
Ohio
$248K +$3.02K +37 +1%
M&T Bank
175
M&T Bank
New York
$241K +$59.1K +719 +32%
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