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Lemonade
LMND

203 hedge funds and large institutions have $436M invested in Lemonade in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $35.4M | Put options by funds: $27M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.82% less ownership

Funds ownership: 54.62% → 53.81% (-0.82%)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

8% less funds holding

Funds holding: 220 → 203 (-17)

32% less capital invested

Capital invested by funds: $639M → $436M (-$203M)

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
203
Holders Change
-17
Holders Change %
-7.73%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
52
Reduced
55
Closed
42
Calls
$35.4M
Puts
$27M
Net Calls
+$8.48M
Net Calls Change
-$4.54M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.36M
2
Bank of America
Bank of America
North Carolina
+$6.58M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.21M
4
BlackRock
BlackRock
New York
+$3.1M
5
Marshall Wace
Marshall Wace
United Kingdom
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$11.3M
2
Goldman Sachs
Goldman Sachs
New York
-$6.06M
3
Renaissance Technologies
Renaissance Technologies
New York
-$4.02M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.54M
5
Jane Street
Jane Street
New York
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
226
ICA Group Wealth Management
Colorado
– -$5.9K -350 Closed
RTL
227
Red Tortoise LLC
Georgia
– -$3.66K -217 Closed
BFEC
228
Benjamin F. Edwards & Company
Missouri
– -$3.21K -200 -92%
CAM
229
Close Asset Management
United Kingdom
– -$1.93K -120 -97%
AA
230
Ancora Advisors
Ohio
– -$1.69K -100 Closed
WWP
231
WR Wealth Planners
Missouri
– -$1.69K -100 Closed
WIM
232
WealthPlan Investment Management
Nebraska
– -$1.15K -68 Closed
VCM
233
Versant Capital Management
Arizona
– -$843 -50 Closed
CFO
234
CVA Family Office
Colorado
– -$758 -45 Closed
GEA
235
Glen Eagle Advisors
New Jersey
– -$422 -25 Closed
PO
236
Private Ocean
California
– -$371 -22 Closed
AF
237
Allworth Financial
California
– -$287 -17 Closed
VWM
238
Venturi Wealth Management
Texas
– -$253 -15 Closed
SF
239
Safeguard Financial
Wisconsin
– -$1K -10 Closed
AIM
240
Anchor Investment Management
South Carolina
– -$84 -5 Closed
WAM
241
Worth Asset Management
Texas
– -$34 -2 Closed
C
242
Covestor
United Kingdom
– -$16 -1 -13%
6 7 8 9
10

LMND Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q3 2023, worth a combined $436M — down 32% from $639M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of LMND and 28 opened new positions — a net loss of 14 holders — while 55 trimmed existing stakes and 52 added.

The largest buyer was Susquehanna International Group, adding an estimated $9.36M. The largest seller was Vanguard Group, cutting an estimated $11.3M.

  • 203 institutional investors held Lemonade (LMND) as of Q3 2023, down from 220 in Q2 2023.
  • Funds reported $436M of Lemonade stock for Q3 2023, down 32% quarter-over-quarter.
  • 28 funds opened new Lemonade positions in Q3 2023 and 42 closed out, a net change of -14 holders.
  • The largest Lemonade buyer in Q3 2023 was Susquehanna International Group, an estimated $9.36M added.
  • The largest Lemonade seller in Q3 2023 was Vanguard Group, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2023.