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Lithia Motors
LAD

Overview Fund Activity

387 hedge funds and large institutions have $8.4B invested in Lithia Motors in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 147 reducing their positions, and 36 closing their positions.

Holders
387
Holders Change
+19
Holders Change %
+5.16%
% of All Funds
6.17%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
56
Increased
114
Reduced
147
Closed
36
Calls
$144M
Puts
$116M
Net Calls
+$27.9M
Net Calls Change
+$13.7M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$49.6M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$470M
3
Norges Bank
3
Norges Bank
Norway
$109M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$145M
5
ACM
5
Abrams Capital Management
Massachusetts
$706M

Top Sellers

1
BWA
1
Brave Warrior Advisors
New York
$261M
2
Millennium Management
2
Millennium Management
New York
$8.38M
3
RRAM
3
River Road Asset Management
Kentucky
$24.9M
4
FCM
4
Frontier Capital Management
Massachusetts
$68.2M
5
Franklin Resources
5
Franklin Resources
California
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$829M 2,807,407 +10,649 +0.4%
ACM
2
Abrams Capital Management
Massachusetts
$706M 2,391,188 +40,120 +2%
BlackRock
3
BlackRock
New York
$699M 2,367,639 +4,382 +0.2%
Harris Associates
4
Harris Associates
Illinois
$487M 1,647,451 -405 -0%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$470M 1,589,907 +91,949 +6%
MP
6
MFN Partners
Massachusetts
$458M 1,551,077 – –
BWA
7
Brave Warrior Advisors
New York
$261M 882,908 -264,351 -23%
State Street
8
State Street
Massachusetts
$234M 793,537 -4,668 -0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$232M 787,042 -51,967 -6%
CM
10
Conifer Management
New York
$207M 700,000 – –
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$200M 678,611 +2,200 +0.3%
Royal London Asset Management
12
Royal London Asset Management
United Kingdom
$192M 651,226 -27,550 -4%
AllianceBernstein
13
AllianceBernstein
Tennessee
$175M 594,142 -21,035 -3%
LAM
14
Lyrical Asset Management
New York
$156M 526,952 +1,865 +0.4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$145M 492,273 +45,977 +10%
Morgan Stanley
16
Morgan Stanley
New York
$127M 431,388 -87,530 -17%
CLG
17
Cooperman Leon G
$123M 415,000 – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$121M 409,603 +6,465 +2%
GKIM
19
GW&K Investment Management
Massachusetts
$118M 401,134 -7,465 -2%
Norges Bank
20
Norges Bank
Norway
$109M 369,118 +55,681 +18%
SIM
21
SRS Investment Management
New York
$107M 362,367 – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$96.6M 326,957 +25,429 +8%
CCMLC
23
Cardinal Capital Management LLC (Connecticut)
Connecticut
$90.4M 306,064 -24,400 -7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$84M 284,351 -6,762 -2%
EAM
25
Eventide Asset Management
Massachusetts
$73.1M 247,514 +3,234 +1%
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