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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 %
ACM
201
Aquatic Capital Management
Illinois
$869K +$830K +2,520 +2,100%
VFA
202
Values First Advisors
Tennessee
$824K -$124K -377 -13%
CB
203
Commerce Bank
Missouri
$818K -$53.7K -163 -6%
EIP
204
Epoch Investment Partners
New York
$815K -$145K -440 -15%
M&T Bank
205
M&T Bank
New York
$807K -$165K -501 -17%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$787K -$20.7K -63 -3%
KOC
207
Koss-Olinger Consulting
Florida
$780K +$780K +2,370 New
RCG
208
Ruane, Cunniff & Goldfarb
New York
$777K -$4.28K -13 -0.5%
AC
209
AXQ Capital
New Jersey
$775K +$183K +555 +31%
N
210
Numerai
California
$772K +$772K +2,343 New
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$769K +$691K +2,100 +890%
SAM
212
Securian Asset Management
Minnesota
$769K – – –
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$764K +$30K +91 +4%
CAN
214
Cetera Advisor Networks
California
$739K -$58.3K -177 -7%
Rafferty Asset Management
215
Rafferty Asset Management
New York
$731K +$230K +700 +46%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$721K -$13.8K -42 -2%
Citadel Advisors
217
Citadel Advisors
Florida
$716K -$7.34M -22,292 -91%
BC
218
Burney Company
Virginia
$701K -$67.5K -205 -9%
YMRC
219
Yorktown Management & Research Company
Virginia
$691K – – –
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$689K -$20.4K -62 -3%
CC
221
Corton Capital
Ontario, Canada
$686K +$242K +734 +54%
VI
222
Vestcor Inc
New Brunswick, Canada
$683K +$683K +2,073 New
MSRPS
223
Maryland State Retirement & Pension System
Maryland
$680K – – –
FNBT
224
FineMark National Bank & Trust
Florida
$660K +$660K +2,005 New
MVP
225
Miller Value Partners
Florida
$659K – – –
7 8
9
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