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Lithia Motors
LAD

Overview Fund Activity

422 hedge funds and large institutions have $8.87B invested in Lithia Motors in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 144 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+20
Holders Change %
+4.98%
% of All Funds
7.41%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
59
Increased
150
Reduced
144
Closed
37
Calls
$138M
Puts
$156M
Net Calls
-$18M
Net Calls Change
-$17.2M

Top Buyers

1
SHCM
1
Sachem Head Capital Management
New York
$134M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$92.3M
3
LAM
3
Lyrical Asset Management
New York
$242M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$52M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$53M

Top Sellers

1
Invesco
1
Invesco
Georgia
$202M
2
ACM
2
Anomaly Capital Management
New York
$0
3
FAM
3
Fred Alger Management
New York
$169M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$98.2M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
201
Simplex Trading
Illinois
$1.75M +$565K +1,600 +48%
Deutsche Bank
202
Deutsche Bank
Germany
$1.73M -$855K -2,695 -33%
MA
203
Montag & Associates
Georgia
$1.7M – – –
URS
204
Utah Retirement Systems
Utah
$1.68M +$1.21M +3,800 +253%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$1.66M +$189K +596 +13%
RSC
206
Red Spruce Capital
Pennsylvania
$1.65M +$1.35M +4,265 +452%
HFS
207
Haverford Financial Services
Pennsylvania
$1.63M – – –
NMIMC
208
Northwestern Mutual Investment Management Company
Wisconsin
$1.58M +$13K +41 +0.8%
PF
209
Phoenix Financial
Israel
$1.58M +$1.58M +4,574 New
TRSOTSOK
210
Teachers Retirement System of the State of Kentucky
Kentucky
$1.55M -$1.24M -3,909 -45%
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
$1.54M +$330K +1,041 +27%
RJFSA
212
Raymond James Financial Services Advisors
Florida
$1.54M +$454K +1,431 +42%
JIC
213
Johnson Investment Counsel
Ohio
$1.5M +$285K +900 +24%
SOADOR
214
State of Alaska Department of Revenue
Alaska
$1.47M +$7.61K +24 +0.5%
VRS
215
Virginia Retirement Systems
Virginia
$1.46M -$63.4K -200 -4%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$1.45M – – –
PSUF
217
People's United Financial
Connecticut
$1.44M -$22.2K -70 -2%
Stifel Financial
218
Stifel Financial
Missouri
$1.41M +$314K +991 +29%
SO
219
STRS Ohio
Ohio
$1.35M -$10.8K -34 -0.8%
Allianz Asset Management
220
Allianz Asset Management
Germany
$1.34M +$53.3K +168 +4%
GTCM
221
Gyon Technologies Capital Management
New Jersey
$1.32M +$1.32M +4,159 New
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
$1.3M +$1.3M +4,100 New
KJHP
223
K.J. Harrison & Partners
Ontario, Canada
$1.28M – – –
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$1.27M +$20.9K +66 +2%
LPL Financial
225
LPL Financial
California
$1.27M +$190K +600 +18%
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9
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