LAD icon

Lithia Motors
LAD

Overview Fund Activity

403 hedge funds and large institutions have $8.8B invested in Lithia Motors in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+28
Holders Change %
+7.47%
% of All Funds
5.83%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
82
Increased
130
Reduced
138
Closed
51
Calls
$105M
Puts
$57.3M
Net Calls
+$47.2M
Net Calls Change
+$49.6M

Top Buyers

1
MAM
1
Madison Asset Management
Wisconsin
$73.1M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$72.5M
3
SCM
3
Steadfast Capital Management
New York
$61.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$105M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$371M

Top Sellers

1
MP
1
MFN Partners
Massachusetts
$0
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$97.5M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$0
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$2.58M
5
Invesco
5
Invesco
Georgia
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
201
SG Americas Securities
New York
$897K +$897K +2,824 New
RCG
202
Ruane, Cunniff & Goldfarb
New York
$867K +$1.27K +4 +0.1%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$853K +$33K +104 +4%
CP
204
Camelot Portfolios
Ohio
$823K -$114K -359 -12%
Prudential Financial
205
Prudential Financial
New Jersey
$811K +$16.2K +51 +2%
OAM
206
Oppenheimer Asset Management
New York
$798K -$566K -1,783 -42%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$786K +$68K +214 +9%
CGH
208
Crossmark Global Holdings
Texas
$785K +$266K +839 +51%
BA
209
Bristlecone Advisors
Washington
$751K +$330K +1,040 +78%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$737K +$6.04K +19 +0.8%
Capstone Investment Advisors
211
Capstone Investment Advisors
New York
$731K +$731K +2,300 New
VFA
212
Values First Advisors
Tennessee
$727K -$74K -233 -9%
QC
213
Quadrature Capital
United Kingdom
$720K +$720K +2,266 New
Federated Hermes
214
Federated Hermes
Pennsylvania
$713K -$24.5K -77 -3%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$701K +$270K +851 +63%
Rafferty Asset Management
216
Rafferty Asset Management
New York
$683K -$53.4K -168 -7%
AQR Capital Management
217
AQR Capital Management
Connecticut
$670K -$135K -431 -17%
YMRC
218
Yorktown Management & Research Company
Virginia
$667K – – –
SAM
219
Securian Asset Management
Minnesota
$660K -$34K -107 -5%
QCM
220
QRG Capital Management
Illinois
$658K +$96.6K +304 +17%
FC
221
FORA Capital
Florida
$651K -$91.2K -287 -12%
TCMP
222
Thrive Capital Management (Pennsylvania)
Pennsylvania
$631K -$6.67K -21 -1%
PAS
223
Point72 Asia (Singapore)
Singapore
$629K +$528K +1,663 +523%
FFP
224
FourThought Financial Partners
Florida
$620K +$13K +41 +2%
Marshall Wace
225
Marshall Wace
United Kingdom
$619K -$7.81M -24,599 -93%
7 8
9
10 11