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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
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$261K +$50.7K +902 +17%
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$259K -$43.2K -768 -11%
William Blair & Company
128
William Blair & Company
Illinois
$258K -$389K -6,929 -53%
TFA
129
Teamwork Financial Advisors
Texas
$255K -$91.9K -1,636 -21%
VFA
130
Valeo Financial Advisors
Indiana
$249K +$146K +2,595 +78%
KWM
131
Kingsview Wealth Management
Oregon
$245K +$11.2K +200 +4%
FAIM
132
Financial Advocates Investment Management
Washington
$244K -$46.1K -820 -12%
AIM
133
Aigen Investment Management
New York
$236K -$995K -17,712 -77%
Victory Capital Management
134
Victory Capital Management
Texas
$234K -$9.33K -166 -3%
EGM
135
Engineers Gate Manager
New York
$225K +$60.1K +1,070 +25%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$219K
BFM
137
Boothbay Fund Management
New York
$219K +$292K +5,190 New
MA
138
Mutual Advisors
Nebraska
$207K +$5.06K +90 +2%
QC
139
Quent Capital
New York
$204K +$273K +4,856 New
ED
140
Exane Derivatives
France
$197K +$262K +4,670 New
AIM
141
ARK Investment Management
Florida
$194K +$259K +4,611 New
APA
142
American Portfolios Advisors
New York
$158K +$67.3K +1,198 +47%
SWM
143
Spire Wealth Management
Virginia
$152K -$228K -4,049 -53%
ECM
144
EMC Capital Management
Texas
$105K -$56.2K -1,000 -29%
Deutsche Bank
145
Deutsche Bank
Germany
$94K -$331K -5,882 -73%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$90K -$148K -2,630 -55%
LSA
147
Leonteq Securities AG
Switzerland
$86.9K -$86.5K -1,540 -43%
Canada Life
148
Canada Life
Manitoba, Canada
$79K
PA
149
Parallel Advisors
California
$75K -$31.5K -560 -24%
HIIFS
150
Harel Insurance Investments & Financial Services
Israel
$69K -$42K -747 -32%

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.