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Lithia Motors
LAD

Overview Fund Activity

368 hedge funds and large institutions have $8.95B invested in Lithia Motors in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.8%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
49
Increased
115
Reduced
148
Closed
53
Calls
$116M
Puts
$102M
Net Calls
+$14.2M
Net Calls Change
+$1.19M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$206M
2
CM
Conifer Management
New York
$213M
3
Millennium Management
Millennium Management
New York
$68.6M
4
Harris Associates
Harris Associates
Illinois
$501M
5
EAM
Eventide Asset Management
Massachusetts
$74.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$136M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.16M
4
Invesco
Invesco
Georgia
$27.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$803K
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$911K +$205K +674 +29%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$898K +$518K +1,702 +136%
BC
203
Burney Company
Virginia
$895K -$28.9K -95 -3%
Neuberger Berman Group
204
Neuberger Berman Group
New York
$845K +$465K +1,529 +123%
CB
205
Commerce Bank
Missouri
$813K -$495K -1,627 -38%
Deutsche Bank
206
Deutsche Bank
Germany
$813K +$111K +364 +16%
IA
207
IFP Advisors
Florida
$804K +$37.4K +123 +5%
Voloridge Investment Management
208
Voloridge Investment Management
Florida
$803K -$23.3M -76,737 -97%
SAM
209
Securian Asset Management
Minnesota
$765K – – –
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$751K -$169K -555 -18%
TI
211
Tidal Investments
Wisconsin
$747K -$101K -332 -12%
RCG
212
Ruane, Cunniff & Goldfarb
New York
$722K +$65.7K +216 +10%
CAN
213
Cetera Advisor Networks
California
$684K +$25.8K +85 +4%
Rafferty Asset Management
214
Rafferty Asset Management
New York
$665K +$105K +346 +19%
BHCM
215
Brevan Howard Capital Management
Jersey
$654K +$304 +1 +0%
YMRC
216
Yorktown Management & Research Company
Virginia
$639K – – –
MSRPS
217
Maryland State Retirement & Pension System
Maryland
$628K -$63.6K -209 -9%
US Bancorp
218
US Bancorp
Minnesota
$625K -$158K -521 -20%
MVP
219
Miller Value Partners
Florida
$608K +$304K +1,000 +100%
CGH
220
Crossmark Global Holdings
Texas
$590K -$101K -329 -15%
MML Investors Services
221
MML Investors Services
Massachusetts
$581K +$107K +353 +23%
MYIA
222
Mount Yale Investment Advisors
Colorado
$568K +$224K +735 +65%
Creative Planning
223
Creative Planning
Kansas
$547K +$126K +413 +30%
PFO
224
Pathstone Family Office
New Jersey
$531K -$46.6K -153 -8%
FFP
225
FourThought Financial Partners
Florida
$529K +$114K +375 +27%
7 8
9
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