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

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$261M
2
Millennium Management
Millennium Management
New York
$8.38M
3
RRAM
River Road Asset Management
Kentucky
$24.9M
4
FCM
Frontier Capital Management
Massachusetts
$68.2M
5
Franklin Resources
Franklin Resources
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
151
STRS Ohio
Ohio
$1.88M +$554K +1,878 +42%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$1.85M -$3.53M -11,961 -66%
AQR Capital Management
153
AQR Capital Management
Connecticut
$1.85M -$1.66M -5,617 -47%
AIP
154
Ameritas Investment Partners
Nebraska
$1.83M -$205K -693 -10%
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$1.81M -$1.77K -6 -0.1%
FP
156
Factorial Partners
New York
$1.8M +$59.1K +200 +3%
TCCM
157
Timber Creek Capital Management
Massachusetts
$1.77M +$66.4K +225 +4%
RG
158
Renaissance Group
Kentucky
$1.76M +$21.3K +72 +1%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$1.7M +$437K +1,479 +35%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$1.7M +$54.3K +184 +3%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$1.65M – – –
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.65M -$2.28M -7,726 -58%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$1.62M +$215K +729 +15%
CCM
164
Community Capital Management
Florida
$1.62M – – –
CNAM
165
Campbell Newman Asset Management
Wisconsin
$1.6M +$643K +2,178 +67%
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$1.55M – – –
FC
167
FORA Capital
Florida
$1.46M +$1.46M +4,952 New
AI
168
Atria Investments
North Carolina
$1.44M +$1.44M +4,859 New
PA
169
Paragon Advisors
Texas
$1.41M +$1.41M +4,768 New
VOYA Investment Management
170
VOYA Investment Management
Georgia
$1.4M +$67.9K +230 +5%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$1.4M +$524K +1,774 +60%
Prudential Financial
172
Prudential Financial
New Jersey
$1.37M -$1.03M -3,479 -43%
URS
173
Utah Retirement Systems
Utah
$1.37M – – –
SWM
174
SeaCrest Wealth Management
New York
$1.34M -$295K -1,000 -18%
Osaic Holdings
175
Osaic Holdings
Arizona
$1.32M -$18.6K -63 -1%
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