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Lithia Motors
LAD

Overview Fund Activity

422 hedge funds and large institutions have $8.87B invested in Lithia Motors in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 144 reducing their positions, and 37 closing their positions.

Holders
422
Holders Change
+20
Holders Change %
+4.98%
% of All Funds
7.41%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
59
Increased
150
Reduced
144
Closed
37
Calls
$138M
Puts
$156M
Net Calls
-$18M
Net Calls Change
-$17.2M

Top Buyers

1
SHCM
1
Sachem Head Capital Management
New York
$134M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$92.3M
3
LAM
3
Lyrical Asset Management
New York
$242M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$52M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$53M

Top Sellers

1
Invesco
1
Invesco
Georgia
$202M
2
ACM
2
Anomaly Capital Management
New York
$0
3
FAM
3
Fred Alger Management
New York
$169M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$98.2M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$924M 2,915,151 +26,063 +0.9%
BlackRock
2
BlackRock
New York
$840M 2,649,121 -90,489 -3%
ACM
3
Abrams Capital Management
Massachusetts
$745M 2,351,068 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$257M 810,942 +7,441 +0.9%
Viking Global Investors
5
Viking Global Investors
Connecticut
$255M 803,472 -4,021 -0.5%
SCA
6
Southpoint Capital Advisors
New York
$250M 790,000 +65,000 +9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$247M 778,516 +41,412 +6%
State Street
8
State Street
Massachusetts
$242M 764,132 -1,672 -0.2%
LAM
9
Lyrical Asset Management
New York
$242M 762,691 +264,771 +53%
AllianceBernstein
10
AllianceBernstein
Tennessee
$228M 718,618 -17,711 -2%
Invesco
11
Invesco
Georgia
$202M 638,228 -321,542 -34%
FAM
12
Fred Alger Management
New York
$169M 534,363 -207,018 -28%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$153M 482,213 -23,166 -5%
SHCM
14
Sachem Head Capital Management
New York
$134M 422,800 +422,800 New
CCMLC
15
Cardinal Capital Management LLC (Connecticut)
Connecticut
$129M 405,876 -4,051 -1%
GKIM
16
GW&K Investment Management
Massachusetts
$117M 370,116 -46,710 -11%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$116M 364,524 +2,858 +0.8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$105M 330,527 -4,443 -1%
PWAM
19
Park West Asset Management
California
$105M 330,000 -101,305 -23%
Norges Bank
20
Norges Bank
Norway
$102M 321,946 – –
Wells Fargo
21
Wells Fargo
California
$100M 315,420 +29,570 +10%
TCM
22
Tensile Capital Management
California
$99.9M 315,045 -14,577 -4%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$98.2M 309,720 -179,163 -37%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$92.3M 291,280 +291,280 New
Millennium Management
25
Millennium Management
New York
$91.7M 289,114 -91,079 -24%
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