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Lemonade

265 hedge funds and large institutions have $1.54B invested in Lemonade in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 79 increasing their positions, 75 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.76% more ownership

Funds ownership: 57.49%59.25% (+1.8%)

5% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 75

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 286265 (-21)

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

26% less call options, than puts

Call options by funds: $195M | Put options by funds: $265M

35% less capital invested

Capital invested by funds: $2.37B → $1.54B (-$836M)

Holders
265
Holders Change
-21
Holders Change %
-7.34%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
79
Reduced
75
Closed
76
Calls
$195M
Puts
$265M
Net Calls
-$70.1M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Clearstead Advisors
Ohio
$2K +$1.97K +35 +233%
AF
227
Allworth Financial
California
$2K +$2.25K +40 +1,000%
MTIC
228
Missouri Trust & Investment Company
Missouri
$2K +$2.58K +46 New
FAG
229
Fortitude Advisory Group
Washington
$2K +$2.81K +50 New
GEA
230
Glen Eagle Advisors
New Jersey
$1.05K -$1.46K -26 -51%
Fidelity Investments
231
Fidelity Investments
Massachusetts
$1K -$13.3K -236 -91%
TWA
232
TCI Wealth Advisors
Arizona
$1K -$393 -7 -23%
BIA
233
Bell Investment Advisors
California
$1K -$337 -6 -21%
BWA
234
BDO Wealth Advisors
Florida
$1K
CWA
235
Carolina Wealth Advisors
South Carolina
$1K
CA
236
Centerpoint Advisors
Massachusetts
$1K
CFGS
237
Concourse Financial Group Securities
Alabama
$1K
DWA
238
Delos Wealth Advisors
Texas
$1K
EFSCE
239
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
HWA
240
HHM Wealth Advisors
Tennessee
$1K
NSIM
241
North Star Investment Management
Illinois
$1K
PWMG
242
Prestige Wealth Management Group
New Jersey
$1K
TFO
243
Tarbox Family Office
California
$1K
KTC
244
Kistler-Tiffany Companies
Pennsylvania
$1K +$562 +10 +42%
MTWM
245
Masso Torrence Wealth Management
New Jersey
$1K +$731 +13 New
C
246
Covestor
United Kingdom
$1K +$787 +14 New
CA
247
Cornerstone Advisory
Maryland
$1K +$1.41K +25 New
OF
248
Outfitter Financial
Maine
$1K +$1.41K +25 New
MFAM
249
Motley Fool Asset Management
Virginia
$1K +$1.57K +28 New
RPCONE
250
Retirement Planning Company of New England
Rhode Island
$1K +$2.25K +40 New

LMND Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q4 2021, worth a combined $1.54B — down 35% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of LMND and 58 opened new positions — a net loss of 18 holders — while 75 trimmed existing stakes and 79 added.

The largest buyer was Bank of America, adding an estimated $40.1M. The largest seller was Zevenbergen Capital Investments, cutting an estimated $27.5M.

  • 265 institutional investors held Lemonade (LMND) as of Q4 2021, down from 286 in Q3 2021.
  • Funds reported $1.54B of Lemonade stock for Q4 2021, down 35% quarter-over-quarter.
  • 58 funds opened new Lemonade positions in Q4 2021 and 76 closed out, a net change of -18 holders.
  • The largest Lemonade buyer in Q4 2021 was Bank of America, an estimated $40.1M added.
  • The largest Lemonade seller in Q4 2021 was Zevenbergen Capital Investments, an estimated $27.5M sold.

Based on aggregated 13F filings for Q4 2021.