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Lithia Motors
LAD

Overview Fund Activity

386 hedge funds and large institutions have $9.61B invested in Lithia Motors in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 131 reducing their positions, and 48 closing their positions.

Holders
386
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.66%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
56
Increased
134
Reduced
131
Closed
48
Calls
$102M
Puts
$169M
Net Calls
-$67.8M
Net Calls Change
-$95.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$323M
2
Harris Associates
2
Harris Associates
Illinois
$667M
3
CCM
3
Cadian Capital Management
New York
$105M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$48.5M
5
Invesco
5
Invesco
Georgia
$67.6M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
1WCM
2
12 West Capital Management
New York
$0
3
KCM
3
Kensico Capital Management
Connecticut
$0
4
BWA
4
Brave Warrior Advisors
New York
$271M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$505M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$930M 2,823,369 +15,962 +0.6%
ACM
2
Abrams Capital Management
Massachusetts
$787M 2,391,188 – –
BlackRock
3
BlackRock
New York
$775M 2,352,229 -15,410 -0.7%
Harris Associates
4
Harris Associates
Illinois
$667M 2,024,707 +377,256 +23%
MP
5
MFN Partners
Massachusetts
$511M 1,551,077 – –
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$505M 1,534,162 -55,745 -4%
Morgan Stanley
7
Morgan Stanley
New York
$323M 981,490 +550,102 +128%
BWA
8
Brave Warrior Advisors
New York
$271M 823,982 -58,926 -7%
State Street
9
State Street
Massachusetts
$269M 817,304 +23,767 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$256M 778,474 -8,568 -1%
CM
11
Conifer Management
New York
$230M 700,000 – –
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$224M 678,911 +300 +0%
Royal London Asset Management
13
Royal London Asset Management
United Kingdom
$203M 616,854 -34,372 -5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$185M 562,592 -31,550 -5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$176M 534,012 +41,739 +8%
LAM
16
Lyrical Asset Management
New York
$169M 514,507 -12,445 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$141M 428,538 +18,935 +5%
CLG
18
Cooperman Leon G
$137M 416,085 +1,085 +0.3%
GKIM
19
GW&K Investment Management
Massachusetts
$126M 382,730 -18,404 -5%
Norges Bank
20
Norges Bank
Norway
$124M 376,506 +7,388 +2%
SIM
21
SRS Investment Management
New York
$119M 362,367 – –
CCM
22
Cadian Capital Management
New York
$105M 320,000 +320,000 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$102M 309,661 -17,296 -5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$89.9M 273,002 -11,349 -4%
EAM
25
Eventide Asset Management
Massachusetts
$88.2M 267,877 +20,363 +8%
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