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Lithia Motors
LAD

Overview Fund Activity

226 hedge funds and large institutions have $1.89B invested in Lithia Motors in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 42 closing their positions.

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
73
Reduced
87
Closed
42
Calls
$35.8M
Puts
$8.72M
Net Calls
+$27M
Net Calls Change
+$34.4M

Top Buyers

1
LCM
1
Lakewood Capital Management
New York
$58.7M
2
ACM
2
Abrams Capital Management
Massachusetts
$176M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$101M
4
SAM
4
Scopus Asset Management
New York
$15.5M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$12.2M

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$253K
3
Victory Capital Management
3
Victory Capital Management
Texas
$458K
4
TCM
4
TimesSquare Capital Management
New York
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$707K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$263M 3,441,382 +33,078 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$176M 2,312,304 -11,981 -0.5%
ACM
3
Abrams Capital Management
Massachusetts
$176M 2,300,000 +300,000 +15%
PWAM
4
Park West Asset Management
California
$113M 1,477,827 -28,694 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$101M 1,323,683 +200,381 +18%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$85.4M 1,119,077 -45,880 -4%
Boston Partners
7
Boston Partners
Massachusetts
$61.6M 806,490 +45,728 +6%
LCM
8
Lakewood Capital Management
New York
$58.7M 769,169 +310,000 +68%
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$58M 760,362 +21,643 +3%
State Street
10
State Street
Massachusetts
$54.1M 709,048 -40,842 -5%
GKIM
11
GW&K Investment Management
Massachusetts
$43.4M 568,993 -38,179 -6%
CVA
12
Ceredex Value Advisors
Florida
$36.1M 472,965 -11,701 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$34.5M 452,602 -153,768 -25%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$30.7M 418,417 -51,787 -11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$29M 379,835 +49,888 +15%
Franklin Resources
16
Franklin Resources
California
$25.7M 337,052 +31,577 +10%
SAM
17
Silvercrest Asset Management
New York
$24.4M 319,768 +94,060 +42%
Northern Trust
18
Northern Trust
Illinois
$23.1M 301,968 -10,026 -3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$21.3M 278,816 -211,411 -43%
Wells Fargo
20
Wells Fargo
California
$20.4M 266,873 -13,290 -5%
Charles Schwab
21
Charles Schwab
California
$18.3M 239,204 +10,598 +5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$18M 235,713 +6,663 +3%
Goldman Sachs
23
Goldman Sachs
New York
$17.3M 227,230 +86,301 +61%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$16.9M 221,095 +3,025 +1%
Norges Bank
25
Norges Bank
Norway
$16.6M 217,003 +33,311 +18%
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