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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
FP
301
Financial Perspectives
Minnesota
-$23.2K -412 Closed
HI
302
Harbour Investments
Wisconsin
-$19.8K -352 -99%
KPCM
303
Kings Point Capital Management
New York
-$20K -300 Closed
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
-$16.2K -289 -97%
JFA
305
JNBA Financial Advisors
Minnesota
-$17K -250 Closed
AL
306
ADE LLC
Maryland
-$13K -200 Closed
KC
307
Knuff & Co
California
-$13K -200 Closed
FHA
308
First Horizon Advisors
Tennessee
-$8K -127 Closed
SWM
309
Sugarloaf Wealth Management
Georgia
-$7K -105 Closed
ADL
310
Asset Dedication LLC
California
-$7K -100 Closed
SSB
311
Sandy Spring Bank
Maryland
-$7K -100 Closed
AWM
312
Adams Wealth Management
Utah
-$6K -85 Closed
BDWM
313
Brewin Dolphin Wealth Management
Ireland
-$5.5K -82 Closed
TFM
314
TFC Financial Management
Massachusetts
-$5K -69 Closed
OSAM
315
O'Shaughnessy Asset Management
Connecticut
-$4K -62 Closed
NL
316
NVWM LLC
Pennsylvania
-$4K -56 Closed
AII
317
AGF Investments Inc
Ontario, Canada
-$4K -54 Closed
MAM
318
Meeder Asset Management
Ohio
-$4K -54 Closed
HR
319
Howe & Rusling
New York
-$3K -50 Closed
LWANC
320
Laurel Wealth Advisors (North Carolina)
North Carolina
-$3K -50 Closed
GWS
321
Glassman Wealth Services
Virginia
-$2K -30 Closed
GRP
322
Global Retirement Partners
California
-$2K -23 Closed
SOW
323
State of Wyoming
Wyoming
-$1K -21 Closed
HFS
324
Horizon Financial Services
North Carolina
-$1K -15 Closed
SWA
325
Sutton Wealth Advisors
Florida
-$804 -12 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.