LAD icon

Lithia Motors
LAD

Overview Fund Activity

374 hedge funds and large institutions have $6.6B invested in Lithia Motors in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 124 reducing their positions, and 48 closing their positions.

Holders
374
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
5.99%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
56
Increased
126
Reduced
124
Closed
48
Calls
$101M
Puts
$88.3M
Net Calls
+$13M
Net Calls Change
+$59.8M

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$64.5M
2
Harris Associates
2
Harris Associates
Illinois
$344M
3
SIM
3
SRS Investment Management
New York
$63.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$125M
5
EAM
5
Eventide Asset Management
Massachusetts
$28.7M

Top Sellers

1
BG
1
Baupost Group
Massachusetts
$14.9M
2
Ameriprise
2
Ameriprise
Minnesota
$19.1M
3
DKCM
3
Davidson Kempner Capital Management
New York
$5.14M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$286K
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$641M 2,801,179 +8,991 +0.3%
BlackRock
2
BlackRock
New York
$552M 2,410,736 -23,901 -1%
ACM
3
Abrams Capital Management
Massachusetts
$538M 2,351,068 – –
MP
4
MFN Partners
Massachusetts
$355M 1,551,077 – –
Harris Associates
5
Harris Associates
Illinois
$344M 1,503,388 +169,890 +13%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$322M 1,406,189 +24,341 +2%
BWA
7
Brave Warrior Advisors
New York
$245M 1,069,822 -14,639 -1%
State Street
8
State Street
Massachusetts
$183M 798,303 +12,347 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$181M 790,999 +16,979 +2%
Royal London Asset Management
10
Royal London Asset Management
United Kingdom
$148M 644,505 -10,881 -2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$138M 601,454 -36,557 -6%
LAM
12
Lyrical Asset Management
New York
$127M 554,432 -11,789 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$125M 545,035 +138,560 +34%
CM
14
Conifer Management
New York
$114M 500,000 – –
Morgan Stanley
15
Morgan Stanley
New York
$112M 487,742 +23,989 +5%
GKIM
16
GW&K Investment Management
Massachusetts
$94.6M 413,277 +4,475 +1%
CLG
17
Cooperman Leon G
$94M 410,753 – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$88.4M 386,264 +8,168 +2%
CCMLC
19
Cardinal Capital Management LLC (Connecticut)
Connecticut
$81.1M 354,344 -28,101 -7%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$76.3M 333,411 -654 -0.2%
Norges Bank
21
Norges Bank
Norway
$75M 327,642 +9,262 +3%
FCM
22
Frontier Capital Management
Massachusetts
$72.5M 316,758 -11,657 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$67.2M 293,427 +473 +0.2%
RRAM
24
River Road Asset Management
Kentucky
$64.5M 281,956 +241,910 +604%
SIM
25
SRS Investment Management
New York
$63.1M 275,473 +152,635 +124%
1
2 3 4 5