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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
UBS AM
51
UBS AM
Illinois
$2.24M -$9.55K -170 -0.3%
Walleye Trading
52
Walleye Trading
New York
$2.07M +$2.31M +41,149 +521%
PPA
53
Parametric Portfolio Associates
Washington
$1.93M +$233K +4,142 +10%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$1.76M -$89.9K -1,600 -4%
ACM
55
Alpha Capital Management
Texas
$1.72M -$85.5K -1,522 -4%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$1.72M +$1.02M +18,237 +85%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$1.66M -$40.3K -717 -2%
QT
58
Quantbot Technologies
New York
$1.63M +$283K +5,034 +15%
HF
59
HRT Financial
New York
$1.55M +$2.08M +36,923 New
Marshall Wace
60
Marshall Wace
United Kingdom
$1.41M +$1.89M +33,588 New
Group One Trading
61
Group One Trading
Illinois
$1.34M -$862K -15,335 -32%
PF
62
Phoenix Financial
Israel
$1.34M +$256K +4,550 +17%
Invesco
63
Invesco
Georgia
$1.23M +$191K +3,401 +13%
SSA
64
Schonfeld Strategic Advisors
New York
$1.23M +$1.64M +29,105 New
CG
65
Cutler Group
California
$1.22M +$1.06M +18,924 +189%
LPL Financial
66
LPL Financial
California
$1.19M -$817K -14,538 -34%
SEC
67
Seven Eight Capital
New York
$1.14M +$1.52M +27,029 New
DTL
68
Dynamic Technology Lab
Singapore
$956K +$1.28M +22,712 New
BG
69
Bollard Group
Massachusetts
$926K -$702K -12,500 -36%
SG Americas Securities
70
SG Americas Securities
New York
$904K +$563K +10,020 +88%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$864K -$46K -818 -4%
SFG
72
Synergy Financial Group
California
$861K +$1.15M +20,446 New
AGM
73
Alpine Global Management
New York
$851K +$1.14M +20,207 New
Rafferty Asset Management
74
Rafferty Asset Management
New York
$849K +$102K +1,816 +10%
GCM
75
Ghisallo Capital Management
Massachusetts
$842K

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.