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Lithia Motors
LAD

Overview Fund Activity

386 hedge funds and large institutions have $9.61B invested in Lithia Motors in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
56
Increased
134
Reduced
131
Closed
48
Calls
$102M
Puts
$169M
Net Calls
-$67.8M
Net Calls Change
-$95.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$181M
2
Harris Associates
Harris Associates
Illinois
+$124M
3
CCM
Cadian Capital Management
New York
+$105M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$36.9M
5
Invesco
Invesco
Georgia
+$30.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$49.6M
2
1WCM
12 West Capital Management
New York
-$44.4M
3
KCM
Kensico Capital Management
Connecticut
-$33.4M
4
BWA
Brave Warrior Advisors
New York
-$19.4M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
151
Voloridge Investment Management
Florida
$1.97M -$4.16M -12,633 -68%
AI
152
Atria Investments
North Carolina
$1.96M +$357K +1,084 +22%
SO
153
STRS Ohio
Ohio
$1.92M -$174K -530 -8%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$1.86M +$302K +917 +19%
NMERB
155
New Mexico Educational Retirement Board
New Mexico
$1.84M – – –
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$1.82M -$249K -755 -12%
CNAM
157
Campbell Newman Asset Management
Wisconsin
$1.79M +$6.59K +20 +0.4%
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$1.73M – – –
SDIC
159
South Dakota Investment Council
South Dakota
$1.72M -$1.05M -3,200 -38%
HS
160
HighVista Strategies
Massachusetts
$1.71M +$494K +1,500 +41%
FC
161
FORA Capital
Florida
$1.7M +$72.4K +220 +4%
RJFSA
162
Raymond James Financial Services Advisors
Florida
$1.67M -$226K -686 -12%
PCA
163
Pallas Capital Advisors
Massachusetts
$1.66M +$62.2K +189 +4%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$1.65M -$250K -758 -13%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$1.64M -$164K -499 -9%
URS
166
Utah Retirement Systems
Utah
$1.55M +$17.8K +54 +1%
AssetMark Inc
167
AssetMark Inc
California
$1.52M +$394K +1,198 +35%
II
168
Inspire Investing
Idaho
$1.49M +$35.2K +107 +2%
FB
169
Fulton Bank
Pennsylvania
$1.43M +$111K +338 +8%
Mariner
170
Mariner
Kansas
$1.42M -$32.3K -98 -2%
Prudential Financial
171
Prudential Financial
New Jersey
$1.38M -$148K -450 -10%
LCM
172
Legato Capital Management
California
$1.36M +$189K +575 +16%
Pacer Advisors
173
Pacer Advisors
Pennsylvania
$1.36M +$598K +1,815 +78%
Daiwa Securities Group
174
Daiwa Securities Group
Japan
$1.35M +$1.35M +4,084 New
SWM
175
SeaCrest Wealth Management
New York
$1.34M -$1.49K -5 -0.1%
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7
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