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Lithia Motors
LAD

Overview Fund Activity

387 hedge funds and large institutions have $8.4B invested in Lithia Motors in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 147 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+19
Holders Change %
+5.16%
% of All Funds
6.17%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
56
Increased
114
Reduced
147
Closed
36
Calls
$144M
Puts
$116M
Net Calls
+$27.9M
Net Calls Change
+$13.7M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$49.6M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$470M
3
Norges Bank
Norges Bank
Norway
$109M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$145M
5
ACM
Abrams Capital Management
Massachusetts
$706M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$261M
2
Millennium Management
Millennium Management
New York
$8.38M
3
RRAM
River Road Asset Management
Kentucky
$24.9M
4
FCM
Frontier Capital Management
Massachusetts
$68.2M
5
Franklin Resources
Franklin Resources
California
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
201
Kestra Advisory Services
Texas
$918K +$19.8K +67 +2%
M&T Bank
202
M&T Bank
New York
$872K -$294K -997 -25%
EIP
203
Epoch Investment Partners
New York
$861K -$343K -1,163 -29%
VFA
204
Values First Advisors
Tennessee
$851K +$383K +1,298 +82%
NYLIM
205
New York Life Investment Management
New York
$847K +$451K +1,528 +114%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$843K -$38.7K -131 -4%
Neuberger Berman Group
207
Neuberger Berman Group
New York
$841K +$20.7K +70 +3%
CP
208
Camelot Portfolios
Ohio
$789K -$96.3K -326 -11%
CB
209
Commerce Bank
Missouri
$782K -$7.68K -26 -1%
IA
210
IFP Advisors
Florida
$774K -$7.38K -25 -0.9%
MFS
211
Mirabella Financial Services
United Kingdom
$758K +$758K +2,565 New
MCM
212
Moon Capital Management
New York
$755K +$755K +2,556 New
ICM
213
Islay Capital Management
Texas
$728K +$728K +2,466 New
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$725K +$725K +2,454 New
CAN
215
Cetera Advisor Networks
California
$715K +$50.2K +170 +8%
VRS
216
Virginia Retirement Systems
Virginia
$709K +$709K +2,400 New
TI
217
Tidal Investments
Wisconsin
$706K -$18.6K -63 -3%
SCA
218
Snowden Capital Advisors
New York
$702K -$242K -820 -26%
RCG
219
Ruane, Cunniff & Goldfarb
New York
$701K – – –
XT
220
XTX Topco
Cayman Islands
$690K +$690K +2,338 New
BC
221
Burney Company
Virginia
$689K -$180K -610 -21%
SAM
222
Securian Asset Management
Minnesota
$689K -$53.2K -180 -7%
Pacer Advisors
223
Pacer Advisors
Pennsylvania
$683K -$1.02M -3,442 -60%
PFO
224
Pathstone Family Office
New Jersey
$681K +$167K +564 +32%
TRCT
225
Tower Research Capital (TRC)
New York
$679K +$378K +1,279 +125%
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