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Lithia Motors
LAD

Overview Fund Activity

429 hedge funds and large institutions have $8.06B invested in Lithia Motors in 2021 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 144 increasing their positions, 152 reducing their positions, and 67 closing their positions.

Holders
429
Holders Change
+7
Holders Change %
+1.66%
% of All Funds
6.63%
Holding in Top 10
13
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-40.91%
% of All Funds
0.2%
New
77
Increased
144
Reduced
152
Closed
67
Calls
$35.1M
Puts
$88.5M
Net Calls
-$53.4M
Net Calls Change
-$35.4M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$300M
2
MP
2
MFN Partners
Massachusetts
$156M
3
PWAM
3
Park West Asset Management
California
$203M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$152M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$37M

Top Sellers

1
SHCM
1
Sachem Head Capital Management
New York
$0
2
Invesco
2
Invesco
Georgia
$61.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$112M
4
FAM
4
Fred Alger Management
New York
$66.9M
5
Wells Fargo
5
Wells Fargo
California
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$873M +$7.65M +25,762 +0.9%
BlackRock
2
BlackRock
New York
$794M +$7.13M +24,009 +0.9%
ACM
3
Abrams Capital Management
Massachusetts
$698M – – –
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$300M +$213M +718,639 +247%
SCA
5
Southpoint Capital Advisors
New York
$252M +$17.8M +60,000 +8%
Viking Global Investors
6
Viking Global Investors
Connecticut
$235M -$3.68M -12,388 -2%
State Street
7
State Street
Massachusetts
$231M +$4.27M +14,390 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$224M -$16.4M -55,326 -7%
AllianceBernstein
9
AllianceBernstein
Tennessee
$214M +$492K +1,657 +0.2%
LAM
10
Lyrical Asset Management
New York
$210M -$16.3M -54,726 -7%
PWAM
11
Park West Asset Management
California
$203M +$105M +352,523 +107%
MP
12
MFN Partners
Massachusetts
$156M +$156M +525,271 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$152M +$43.8M +147,572 +40%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$137M -$6.07M -20,450 -4%
CCMLC
15
Cardinal Capital Management LLC (Connecticut)
Connecticut
$122M +$1.87M +6,291 +2%
GKIM
16
GW&K Investment Management
Massachusetts
$113M +$2.81M +9,463 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$112M -$119M -400,812 -51%
Millennium Management
18
Millennium Management
New York
$110M +$24.4M +82,238 +28%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$95.8M -$2.34M -7,879 -2%
Norges Bank
20
Norges Bank
Norway
$95.6M – – –
TCM
21
Tensile Capital Management
California
$93.6M – – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$90.3M -$1.66M -5,590 -2%
Northern Trust
23
Northern Trust
Illinois
$76.5M -$1.82M -6,135 -2%
Charles Schwab
24
Charles Schwab
California
$73.4M +$1.98M +6,670 +3%
FAM
25
Fred Alger Management
New York
$66.9M -$91.7M -308,938 -58%
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