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Lithia Motors
LAD

Overview Fund Activity

414 hedge funds and large institutions have $8.55B invested in Lithia Motors in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 141 reducing their positions, and 34 closing their positions.

Holders
414
Holders Change
+28
Holders Change %
+7.25%
% of All Funds
6%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
64
Increased
131
Reduced
141
Closed
34
Calls
$91.3M
Puts
$117M
Net Calls
-$25.2M
Net Calls Change
+$42.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$194M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.9M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$219M
4
Lido Advisors
4
Lido Advisors
California
$11.4M
5
DIA
5
Dana Investment Advisors
Wisconsin
$11.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
GKIM
2
GW&K Investment Management
Massachusetts
$11.9M
3
SIM
3
SRS Investment Management
New York
$43M
4
BWA
4
Brave Warrior Advisors
New York
$231M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$845M 2,809,275 -14,094 -0.5%
ACM
2
Abrams Capital Management
Massachusetts
$719M 2,391,188 – –
BlackRock
3
BlackRock
New York
$714M 2,371,671 +19,442 +0.8%
Harris Associates
4
Harris Associates
Illinois
$620M 2,060,973 +36,266 +2%
MP
5
MFN Partners
Massachusetts
$467M 1,551,077 – –
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$446M 1,483,026 -51,136 -3%
State Street
7
State Street
Massachusetts
$252M 838,444 +21,140 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$245M 812,977 +34,503 +4%
BWA
9
Brave Warrior Advisors
New York
$231M 767,501 -56,481 -7%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$219M 727,849 +48,938 +7%
CM
11
Conifer Management
New York
$211M 700,000 – –
Fidelity Investments
12
Fidelity Investments
Massachusetts
$194M 644,829 +110,817 +21%
Royal London Asset Management
13
Royal London Asset Management
United Kingdom
$190M 631,030 +14,176 +2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$160M 532,160 -30,432 -5%
LAM
15
Lyrical Asset Management
New York
$160M 531,892 +17,385 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$133M 442,409 +13,871 +3%
Morgan Stanley
17
Morgan Stanley
New York
$128M 425,272 -556,218 -57%
CLG
18
Cooperman Leon G
$125M 416,085 – –
Norges Bank
19
Norges Bank
Norway
$108M 357,425 -19,081 -5%
CCM
20
Cadian Capital Management
New York
$96.3M 320,000 – –
FCM
21
Frontier Capital Management
Massachusetts
$88.2M 293,304 +30,702 +12%
EAM
22
Eventide Asset Management
Massachusetts
$83.3M 276,752 +8,875 +3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$80M 265,917 -43,744 -14%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$76.7M 255,080 -17,922 -7%
TCM
25
Tensile Capital Management
California
$70.4M 233,975 +25,000 +12%
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