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Lithia Motors
LAD

Overview Fund Activity

368 hedge funds and large institutions have $8.95B invested in Lithia Motors in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 115 increasing their positions, 148 reducing their positions, and 53 closing their positions.

Holders
368
Holders Change
-6
Holders Change %
-1.6%
% of All Funds
5.8%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.19%
New
49
Increased
115
Reduced
148
Closed
53
Calls
$116M
Puts
$102M
Net Calls
+$14.2M
Net Calls Change
+$1.19M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$206M
2
CM
2
Conifer Management
New York
$213M
3
Millennium Management
3
Millennium Management
New York
$68.6M
4
Harris Associates
4
Harris Associates
Illinois
$501M
5
EAM
5
Eventide Asset Management
Massachusetts
$74.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$136M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.16M
4
Invesco
4
Invesco
Georgia
$27.9M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$803K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$851M 2,796,758 -4,421 -0.2%
BlackRock
2
BlackRock
New York
$719M 2,363,257 -47,479 -2%
ACM
3
Abrams Capital Management
Massachusetts
$715M 2,351,068 – –
Harris Associates
4
Harris Associates
Illinois
$501M 1,647,856 +144,468 +10%
MP
5
MFN Partners
Massachusetts
$472M 1,551,077 – –
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$456M 1,497,958 +91,769 +7%
BWA
7
Brave Warrior Advisors
New York
$349M 1,147,259 +77,437 +7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$255M 839,009 +48,010 +6%
State Street
9
State Street
Massachusetts
$243M 798,205 -98 -0%
CM
10
Conifer Management
New York
$213M 700,000 +200,000 +40%
Royal London Asset Management
11
Royal London Asset Management
United Kingdom
$206M 678,776 +34,271 +5%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$206M 676,411 +343,000 +103%
AllianceBernstein
13
AllianceBernstein
Tennessee
$187M 615,177 +13,723 +2%
LAM
14
Lyrical Asset Management
New York
$160M 525,087 -29,345 -5%
Morgan Stanley
15
Morgan Stanley
New York
$158M 518,918 +31,176 +6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$136M 446,296 -98,739 -18%
CLG
17
Cooperman Leon G
$126M 415,000 +4,247 +1%
GKIM
18
GW&K Investment Management
Massachusetts
$124M 408,599 -4,678 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$123M 403,138 +16,874 +4%
SIM
20
SRS Investment Management
New York
$110M 362,367 +86,894 +32%
FCM
21
Frontier Capital Management
Massachusetts
$105M 346,238 +29,480 +9%
CCMLC
22
Cardinal Capital Management LLC (Connecticut)
Connecticut
$100M 330,464 -23,880 -7%
Norges Bank
23
Norges Bank
Norway
$95.3M 313,437 -14,205 -4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$91.7M 301,528 +35,290 +13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$88.5M 291,113 -2,314 -0.8%
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