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Lithia Motors
LAD

Overview Fund Activity

414 hedge funds and large institutions have $8.55B invested in Lithia Motors in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+28
Holders Change %
+7.25%
% of All Funds
6%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
64
Increased
131
Reduced
141
Closed
34
Calls
$91.3M
Puts
$117M
Net Calls
-$25.2M
Net Calls Change
+$42.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
Lido Advisors
California
$11.4M
5
DIA
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$128M
2
GKIM
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
SRS Investment Management
New York
$43M
4
BWA
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
201
Quadrature Capital
United Kingdom
$907K -$1.94M -6,464 -68%
IA
202
IFP Advisors
Florida
$905K +$79.1K +263 +10%
ETC
203
Exchange Traded Concepts
Oklahoma
$902K +$902K +2,998 New
NYLIM
204
New York Life Investment Management
New York
$900K -$21.1K -70 -2%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$895K – – –
WA
206
Waverly Advisors
Alabama
$872K +$3.61K +12 +0.4%
Prudential Financial
207
Prudential Financial
New Jersey
$857K -$404K -1,343 -32%
Deutsche Bank
208
Deutsche Bank
Germany
$846K +$17.1K +57 +2%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$844K -$228K -759 -21%
YIH
210
Y-Intercept (HK)
Hong Kong
$814K +$814K +2,706 New
TRCT
211
Tower Research Capital (TRC)
New York
$812K +$310K +1,029 +62%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$789K -$3.52M -11,697 -82%
VFA
213
Values First Advisors
Tennessee
$776K +$22.9K +76 +3%
VPIM
214
Vanguard Personalized Indexing Management
California
$769K -$365K -1,212 -32%
Federated Hermes
215
Federated Hermes
Pennsylvania
$761K -$64.7K -215 -8%
Two Sigma Investments
216
Two Sigma Investments
New York
$759K +$759K +2,524 New
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$749K +$29.5K +98 +4%
CP
218
Camelot Portfolios
Ohio
$745K -$126K -418 -14%
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
$743K +$44.9K +149 +6%
FP
220
Factorial Partners
New York
$722K -$1.11M -3,700 -61%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$718K +$15K +50 +2%
CC
222
Centiva Capital
New York
$715K +$715K +2,376 New
PRC
223
Pearl River Capital
Michigan
$715K +$715K +2,375 New
SAM
224
Securian Asset Management
Minnesota
$702K – – –
RCG
225
Ruane, Cunniff & Goldfarb
New York
$701K -$9.03K -30 -1%
7 8
9
10 11