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Lithia Motors
LAD

Overview Fund Activity

375 hedge funds and large institutions have $6.96B invested in Lithia Motors in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 82 closing their positions.

Holders
375
Holders Change
-39
Holders Change %
-9.42%
% of All Funds
5.46%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
50
Increased
130
Reduced
138
Closed
82
Calls
$45.1M
Puts
$47.5M
Net Calls
-$2.4M
Net Calls Change
+$22.8M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$429M
2
RRAM
2
River Road Asset Management
Kentucky
$72.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$257M
4
AI
4
Advent International
Massachusetts
$35.8M
5
SSA
5
Schonfeld Strategic Advisors
New York
$33.5M

Top Sellers

1
MP
1
MFN Partners
Massachusetts
$225M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$12.2M
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.1M
4
CCM
4
Cadian Capital Management
New York
$35.8M
5
SIM
5
SRS Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$703M 2,784,960 -24,315 -0.9%
ACM
2
Abrams Capital Management
Massachusetts
$604M 2,391,188 – –
BlackRock
3
BlackRock
New York
$594M 2,353,792 -17,879 -0.8%
Harris Associates
4
Harris Associates
Illinois
$509M 2,017,367 -43,606 -2%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$429M 1,700,893 +217,867 +15%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$257M 1,016,520 +203,543 +25%
MP
7
MFN Partners
Massachusetts
$225M 890,000 -661,077 -43%
BWA
8
Brave Warrior Advisors
New York
$216M 855,172 +87,671 +11%
State Street
9
State Street
Massachusetts
$210M 830,155 -8,289 -1%
CM
10
Conifer Management
New York
$177M 700,000 – –
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$174M 690,311 -37,538 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$169M 667,488 +22,659 +4%
Royal London Asset Management
13
Royal London Asset Management
United Kingdom
$142M 562,827 -68,203 -11%
LAM
14
Lyrical Asset Management
New York
$132M 520,905 -10,987 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$114M 451,716 +9,307 +2%
CLG
16
Cooperman Leon G
$105M 416,085 – –
Morgan Stanley
17
Morgan Stanley
New York
$104M 410,081 -15,191 -4%
Norges Bank
18
Norges Bank
Norway
$87.9M 348,171 -9,254 -3%
RRAM
19
River Road Asset Management
Kentucky
$72.3M 286,400 +208,120 +266%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$65.8M 260,470 +5,390 +2%
TCM
21
Tensile Capital Management
California
$64.4M 255,275 +21,300 +9%
EAM
22
Eventide Asset Management
Massachusetts
$62M 245,690 -31,062 -11%
Invesco
23
Invesco
Georgia
$59.6M 236,042 +11,523 +5%
Charles Schwab
24
Charles Schwab
California
$56.3M 222,866 +8,101 +4%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$56.1M 222,239 -43,678 -16%
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