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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 %
VPIM
176
Vanguard Personalized Indexing Management
California
$1.24M -$16.1K -49 -1%
Neuberger Berman Group
177
Neuberger Berman Group
New York
$1.17M +$236K +718 +25%
X
178
Xponance
Pennsylvania
$1.15M +$12.5K +38 +1%
Tudor Investment Corp
179
Tudor Investment Corp
Connecticut
$1.15M +$1.15M +3,491 New
Osaic Holdings
180
Osaic Holdings
Arizona
$1.14M -$337K -1,023 -23%
TC
181
Towle & Co
Colorado
$1.13M -$184K -560 -14%
GAM
182
Gotham Asset Management
New York
$1.13M -$85K -258 -7%
ATPW
183
Ashton Thomas Private Wealth
Arizona
$1.12M +$11.9K +36 +1%
Pathstone Holdings
184
Pathstone Holdings
New Jersey
$1.1M +$1.1M +3,341 New
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$1.09M +$31K +94 +3%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$1.09M -$59.6K -181 -5%
MSAM
187
Moloney Securities Asset Management
Missouri
$1.06M +$1.06M +3,212 New
IMRF
188
Illinois Municipal Retirement Fund
Illinois
$1.06M – – –
NYLIM
189
New York Life Investment Management
New York
$1.01M +$63.6K +193 +7%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$997K +$51K +154 +5%
SG Americas Securities
191
SG Americas Securities
New York
$992K +$780K +2,369 +367%
SOADOR
192
State of Alaska Department of Revenue
Alaska
$979K -$98.7K -300 -9%
KAS
193
Kestra Advisory Services
Texas
$971K -$52.7K -160 -5%
Brown Advisory
194
Brown Advisory
Maryland
$961K +$961K +2,919 New
Group One Trading
195
Group One Trading
Illinois
$960K -$270K -821 -22%
CP
196
Camelot Portfolios
Ohio
$953K +$73.4K +223 +8%
WA
197
Waverly Advisors
Alabama
$951K +$951K +2,888 New
Deutsche Bank
198
Deutsche Bank
Germany
$907K +$399K +1,213 +79%
IA
199
IFP Advisors
Florida
$904K +$41.2K +125 +5%
Federated Hermes
200
Federated Hermes
Pennsylvania
$904K -$123K -373 -12%
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8
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