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Lithia Motors
LAD

Overview Fund Activity

414 hedge funds and large institutions have $8.55B invested in Lithia Motors in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+28
Holders Change %
+7.25%
% of All Funds
6%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
64
Increased
131
Reduced
141
Closed
34
Calls
$91.3M
Puts
$117M
Net Calls
-$25.2M
Net Calls Change
+$42.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
Lido Advisors
California
$11.4M
5
DIA
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$128M
2
GKIM
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
SRS Investment Management
New York
$43M
4
BWA
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$2.05M -$281K -934 -12%
SOMRS
152
State of Michigan Retirement System
Michigan
$2.04M +$60.2K +200 +3%
TCCM
153
Timber Creek Capital Management
Massachusetts
$1.96M +$116K +387 +6%
HS
154
HighVista Strategies
Massachusetts
$1.93M +$361K +1,200 +23%
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M +$5.12K +17 +0.3%
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.83M +$4.51K +15 +0.2%
AIP
157
Ameritas Investment Partners
Nebraska
$1.83M – – –
AG
158
Algert Global
California
$1.81M -$3.82M -12,700 -68%
SO
159
STRS Ohio
Ohio
$1.75M -$6.32K -21 -0.4%
OAM
160
Oppenheimer Asset Management
New York
$1.7M -$894K -2,973 -34%
ECU
161
Eisler Capital (UK)
United Kingdom
$1.7M +$1.7M +5,656 New
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$1.69M – – –
AssetMark Inc
163
AssetMark Inc
California
$1.68M +$295K +980 +21%
CNAM
164
Campbell Newman Asset Management
Wisconsin
$1.68M +$39.4K +131 +2%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$1.58M – – –
II
166
Inspire Investing
Idaho
$1.52M +$158K +525 +12%
AI
167
Atria Investments
North Carolina
$1.52M -$271K -900 -15%
CCM
168
Cobalt Capital Management
New Jersey
$1.5M +$1.5M +5,000 New
DTL
169
Dynamic Technology Lab
Singapore
$1.5M +$1.5M +4,975 New
EIP
170
Epoch Investment Partners
New York
$1.46M +$715K +2,375 +96%
URS
171
Utah Retirement Systems
Utah
$1.41M – – –
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$1.41M -$90.3K -300 -6%
SWM
173
SeaCrest Wealth Management
New York
$1.36M – – –
FB
174
Fulton Bank
Pennsylvania
$1.35M +$48.7K +162 +4%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$1.34M +$1.34M +4,442 New
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