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Lithia Motors
LAD

Overview Fund Activity

223 hedge funds and large institutions have $3.04B invested in Lithia Motors in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+10
Holders Change %
+4.69%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
32
Increased
76
Reduced
78
Closed
19
Calls
$5.8M
Puts
$6.39M
Net Calls
-$591K
Net Calls Change
-$2.74M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$63.2M
2
Victory Capital Management
Victory Capital Management
Texas
$142M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$20.6M
4
BlackRock
BlackRock
New York
$350M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$48.8M

Top Sellers

1
PWAM
Park West Asset Management
California
$92.7M
2
LCM
Lakewood Capital Management
New York
$42M
3
TCM
TimesSquare Capital Management
New York
$26.9M
4
Goldman Sachs
Goldman Sachs
New York
$65.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$26K +$26K +214 New
CAW
202
Cornerstone Advisors (Washington)
Washington
$23K -$8.67K -72 -27%
IR
203
Invictus RG
Bermuda
$22K +$22K +187 New
YWP
204
YorkBridge Wealth Partners
New York
$21K -$3.68K -30 -15%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$19K – – –
BL
206
Balentine LLC
Georgia
$15K -$1.2K -10 -7%
ClearBridge Investments
207
ClearBridge Investments
New York
$12K -$12K -100 -50%
SIAS
208
Shine Investment Advisory Services
Colorado
$10K – – –
LF
209
Lee Financial
Texas
$10K – – –
GAM
210
Gemmer Asset Management
California
$10K – – –
MFW
211
Mosaic Family Wealth
Missouri
$10K +$10K +80 New
SPIA
212
Steward Partners Investment Advisory
New York
$9K – – –
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$7K -$2.18K -19 -24%
AIM
214
Advantage Investment Management
Iowa
$7K – – –
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$7K +$891 +7 +15%
QCG
216
Quadrant Capital Group
Ohio
$5K +$1.9K +19 +61%
FANJ
217
Financial Architects (New Jersey)
New Jersey
$3K – – –
Acadian Asset Management
218
Acadian Asset Management
Massachusetts
$3K +$3K +22 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
CAM
220
ClariVest Asset Management
California
$1K – – –
QI
221
QS Investors
New York
$1K – – –
TWA
222
TCI Wealth Advisors
Arizona
$1K – – –
Millennium Management
223
Millennium Management
New York
– -$18.3M -194,675 Closed
MIH
224
Madison Investment Holdings
Wisconsin
– -$17.3M -183,473 Closed
GAM
225
Gotham Asset Management
New York
– -$4.81M -51,078 Closed
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