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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$835K +$443K +7,879 +66%
WFA
77
WMG Financial Advisors
Tennessee
$828K +$1.11M +19,670 New
MCP
78
Mirador Capital Partners
California
$776K -$700K -12,461 -40%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$745K +$7.42K +132 +0.8%
Osaic Holdings
80
Osaic Holdings
Arizona
$705K -$169K -3,007 -15%
IMC Chicago
81
IMC Chicago
Illinois
$700K +$934K +16,617 New
RJFSA
82
Raymond James Financial Services Advisors
Florida
$699K -$411K -7,318 -31%
Ameriprise
83
Ameriprise
Minnesota
$699K +$334K +5,946 +56%
AllianceBernstein
84
AllianceBernstein
Tennessee
$684K -$47K -837 -5%
FM
85
Freemont Management
Switzerland
$682K +$910K +16,200 New
Creative Planning
86
Creative Planning
Kansas
$667K +$148K +2,631 +20%
ASN
87
Advisory Services Network
Georgia
$666K +$199K +3,541 +29%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$658K -$351K -6,244 -29%
E
89
Ergoteles
New York
$633K -$1.1M -19,579 -57%
RJA
90
Raymond James & Associates
Florida
$621K +$224K +3,994 +37%
VanEck Associates
91
VanEck Associates
New York
$608K +$167K +2,966 +26%
Treasurer of the State of North Carolina
92
Treasurer of the State of North Carolina
North Carolina
$583K +$5.06K +90 +0.7%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$563K -$97.6K -1,736 -12%
Simplex Trading
94
Simplex Trading
Illinois
$560K -$828K -14,725 -53%
NFG
95
Next Financial Group
Texas
$547K +$303K +5,386 +71%
OTL
96
Oak Thistle LLC
New York
$514K +$685K +12,189 New
SM
97
Sciencast Management
New Jersey
$509K +$730K +12,993 New
Wolverine Trading
98
Wolverine Trading
Illinois
$503K -$776K -13,816 -54%
ETC
99
Exchange Traded Concepts
Oklahoma
$450K +$240K +4,278 +67%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$434K +$1.46K +26 +0.3%

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.