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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
BAM
276
Blueshift Asset Management
New Jersey
-$335K -5,005 Closed
CAN
277
Cetera Advisor Networks
California
-$322K -4,800 Closed
State of Wisconsin Investment Board
278
State of Wisconsin Investment Board
Wisconsin
-$321K -4,789 Closed
XT
279
XTX Topco
Cayman Islands
-$316K -4,711 Closed
CIAS
280
Capital Investment Advisory Services
North Carolina
-$315K -4,708 Closed
MML Investors Services
281
MML Investors Services
Massachusetts
-$294K -4,386 Closed
KAS
282
Kestra Advisory Services
Texas
-$290K -4,333 Closed
APP
283
Avantax Planning Partners
Iowa
-$284K -4,240 Closed
Prudential Financial
284
Prudential Financial
New Jersey
-$299K -4,073 Closed
Temasek Holdings
285
Temasek Holdings
Singapore
-$267K -3,978 Closed
IFG
286
Independent Financial Group
California
-$262K -3,903 Closed
LNC
287
Lincoln National Corp
Pennsylvania
-$242K -3,617 Closed
PPP
288
Private Portfolio Partners
New Jersey
-$242K -3,611 Closed
CA
289
Cetera Advisors
Colorado
-$236K -3,524 Closed
PP
290
PDT Partners
New York
-$221K -3,300 Closed
Principal Financial Group
291
Principal Financial Group
Iowa
-$208K -3,100 Closed
GCP
292
GSA Capital Partners
United Kingdom
-$208K -3,097 Closed
AG
293
Algert Global
California
-$205K -3,055 Closed
PHK
294
Point72 Hong Kong
Hong Kong
-$160K -2,393 Closed
CCM
295
Cribstone Capital Management
Maine
-$134K -2,000 Closed
CF
296
Centaurus Financial
California
-$109K -1,625 Closed
PMFA
297
Plante Moran Financial Advisors
Michigan
-$101K -1,500 Closed
AWA
298
Arkadios Wealth Advisors
Georgia
-$98K -1,475 Closed
RE
299
RBC Europe
United Kingdom
-$82.1K -1,225 Closed
BWP
300
Baldwin Wealth Partners
Massachusetts
-$67K -1,000 Closed

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.