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Lithia Motors
LAD

Overview Fund Activity

250 hedge funds and large institutions have $2.72B invested in Lithia Motors in 2015 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 101 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+22
Holders Change %
+9.65%
% of All Funds
6.74%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
39
Increased
78
Reduced
101
Closed
14
Calls
$24.7M
Puts
$2.29M
Net Calls
+$22.4M
Net Calls Change
+$21.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$69.8M
2
O
OppenheimerFunds
New York
$37.7M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$102M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$24.1M
5
AC
Amici Capital
New York
$15.9M

Top Sellers

1
GCM
Glenview Capital Management
New York
$99.6M
2
EAM
EverPoint Asset Management
Connecticut
$1.7M
3
PCM
Palestra Capital Management
New York
$40M
4
WRF
Waddell & Reed Financial
Kansas
$12.3M
5
TCM
TimesSquare Capital Management
New York
$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
176
Municipal Employees' Retirement System of Michigan
Michigan
$492K +$5.66K +50 +1%
Citadel Advisors
177
Citadel Advisors
Florida
$491K +$491K +4,336 New
GH
178
GAM Holding
Switzerland
$475K – – –
Legal & General Group
179
Legal & General Group
United Kingdom
$471K +$32K +283 +7%
PAM
180
Princeton Alpha Management
New Jersey
$464K +$464K +4,098 New
PP
181
Paloma Partners
Connecticut
$461K +$461K +4,066 New
PGIM
182
Pacific Global Investment Management
California
$460K -$82K -725 -15%
FAB
183
First American Bank
Illinois
$420K – – –
Citigroup
184
Citigroup
New York
$416K -$792K -7,001 -66%
JPMPWA
185
J.P. Morgan Private Wealth Advisors
California
$400K -$36K -318 -8%
TAM
186
Tocqueville Asset Management
New York
$396K – – –
ProShare Advisors
187
ProShare Advisors
Maryland
$392K -$196K -1,733 -33%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$390K -$5.11M -45,200 -93%
DTL
189
Dynamic Technology Lab
Singapore
$386K +$386K +3,408 New
MSA
190
Mason Street Advisors
Wisconsin
$358K +$15K +133 +4%
WEC
191
Winslow Evans & Crocker
Massachusetts
$356K +$356K +3,150 New
LH
192
Lebenthal Holdings
New York
$352K -$2.09M -18,409 -86%
GLRA
193
Gerald L. Ray & Associates
Texas
$345K – – –
MFS
194
Monetta Financial Services
Illinois
$339K – – –
CCMG
195
Clark Capital Management Group
Pennsylvania
$337K +$337K +2,978 New
AG
196
Algert Global
California
$337K +$337K +2,980 New
M&T Bank
197
M&T Bank
New York
$322K -$36K -319 -10%
TI
198
Trexquant Investment
Connecticut
$320K +$320K +2,830 New
VRS
199
Virginia Retirement Systems
Virginia
$317K -$340K -3,000 -52%
Lazard Asset Management
200
Lazard Asset Management
New York
$315K +$50.9K +450 +19%
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