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Lithia Motors
LAD

Overview Fund Activity

375 hedge funds and large institutions have $6.96B invested in Lithia Motors in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-39
Holders Change %
-9.42%
% of All Funds
5.45%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
50
Increased
130
Reduced
138
Closed
82
Calls
$45.1M
Puts
$47.5M
Net Calls
-$2.4M
Net Calls Change
+$22.8M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$429M
2
RRAM
2
River Road Asset Management
Kentucky
$72.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$257M
4
AI
4
Advent International
Massachusetts
$35.8M
5
SSA
5
Schonfeld Strategic Advisors
New York
$33.5M

Top Sellers

1
MP
1
MFN Partners
Massachusetts
$225M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$12.2M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.1M
4
CCM
4
Cadian Capital Management
New York
$35.8M
5
SIM
5
SRS Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$652K -$9.85K -39 -1%
AQR Capital Management
202
AQR Capital Management
Connecticut
$645K +$131K +520 +25%
VFA
203
Values First Advisors
Tennessee
$637K -$14.1K -56 -2%
Prudential Financial
204
Prudential Financial
New Jersey
$632K -$87.6K -347 -12%
D.E. Shaw & Co
205
D.E. Shaw & Co
New York
$629K +$629K +2,492 New
HCA
206
Harbor Capital Advisors
Illinois
$607K +$607K +2,405 New
Mariner
207
Mariner
Kansas
$599K -$300K -1,188 -33%
FC
208
FORA Capital
Florida
$590K -$232K -918 -28%
Federated Hermes
209
Federated Hermes
Pennsylvania
$586K -$52.3K -207 -8%
Rafferty Asset Management
210
Rafferty Asset Management
New York
$585K +$127K +505 +28%
Neuberger Berman Group
211
Neuberger Berman Group
New York
$581K -$127K -504 -18%
PTC
212
Petrus Trust Company
Texas
$578K +$160K +632 +38%
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$571K +$120K +476 +27%
SAM
214
Securian Asset Management
Minnesota
$552K -$37.4K -148 -6%
BAM
215
Blueshift Asset Management
New Jersey
$536K +$536K +2,123 New
YMRC
216
Yorktown Management & Research Company
Virginia
$530K – – –
MSRPS
217
Maryland State Retirement & Pension System
Maryland
$521K – – –
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$520K +$239K +947 +85%
HF
219
HRT Financial
New York
$518K -$2.25M -8,941 -81%
ET
220
Entropy Technologies
New York
$510K +$510K +2,022 New
HHAM
221
HITE Hedge Asset Management
Massachusetts
$509K +$509K +2,018 New
TCMP
222
Thrive Capital Management (Pennsylvania)
Pennsylvania
$507K +$308K +1,221 +156%
FFP
223
FourThought Financial Partners
Florida
$483K +$28.3K +112 +6%
M&T Bank
224
M&T Bank
New York
$470K -$78.5K -311 -14%
MYIA
225
Mount Yale Investment Advisors
Colorado
$455K +$757 +3 +0.2%
7 8
9
10 11