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Lemonade

225 hedge funds and large institutions have $495M invested in Lemonade in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $45.6M | Put options by funds: $29.6M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

1.68% more ownership

Funds ownership: 50.62%52.31% (+1.7%)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

2% less funds holding

Funds holding: 229225 (-4)

33% less capital invested

Capital invested by funds: $737M → $495M (-$243M)

Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
62
Reduced
52
Closed
40
Calls
$45.6M
Puts
$29.6M
Net Calls
+$16M
Net Calls Change
+$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
126
Harel Insurance Investments & Financial Services
Israel
$17K -$1.74K -88 -7%
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$16.8K -$3.86K -195 -14%
MIFH
128
Migdal Insurance & Financial Holdings
Israel
$14K -$2.73K -138 -12%
AFG
129
Albion Financial Group
Utah
$13.7K -$297 -15 -1%
HI
130
Harbour Investments
Wisconsin
$12.8K
Simplex Trading
131
Simplex Trading
Illinois
$12K +$1.98K +100 +12%
BAM
132
Belpointe Asset Management
Nevada
$11.9K +$17.2K +871 New
NA
133
NewEdge Advisors
Louisiana
$11.6K +$39.4K +1,994 New
AWM
134
Activest Wealth Management
Florida
$11.3K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$11.1K -$3.1K -157 -16%
TWM
136
Tradition Wealth Management
Minnesota
$11K
GWM
137
Geneos Wealth Management
Colorado
$10.6K -$15.5K -786 -50%
HFS
138
Hantz Financial Services
Michigan
$9K -$771 -39 -6%
RA
139
Rise Advisors
New York
$8.66K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$8.36K -$41.4K -2,092 -77%
IA
141
IFP Advisors
Florida
$8K -$33.8K -1,710 -94%
CLOS
142
Compagnie Lombard Odier SCmA
Switzerland
$8K
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$8K
PFBT
144
Parkside Financial Bank & Trust
Missouri
$7.69K
WAM
145
WFA Asset Management
Wisconsin
$6.43K
AIM
146
Anchor Investment Management
South Carolina
$5.54K +$3.96K +200 +98%
HNB
147
Huntington National Bank
Ohio
$5.39K +$1.07K +54 +16%
KIA
148
Kraematon Investment Advisors
Massachusetts
$5.13K +$7.42K +375 New
CCA
149
Column Capital Advisors
Indiana
$4.31K
Kayne Anderson Rudnick Investment Management
150
Kayne Anderson Rudnick Investment Management
California
$4.3K

LMND Hedge Fund Activity: Q4 2022 in Review

225 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q4 2022, worth a combined $495M — down 33% from $737M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of LMND and 39 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 62 added.

The largest buyer was Millennium Management, adding an estimated $10.4M. The largest seller was Goldman Sachs, cutting an estimated $8.78M.

  • 225 institutional investors held Lemonade (LMND) as of Q4 2022, down from 229 in Q3 2022.
  • Funds reported $495M of Lemonade stock for Q4 2022, down 33% quarter-over-quarter.
  • 39 funds opened new Lemonade positions in Q4 2022 and 40 closed out, a net change of -1 holder.
  • The largest Lemonade buyer in Q4 2022 was Millennium Management, an estimated $10.4M added.
  • The largest Lemonade seller in Q4 2022 was Goldman Sachs, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2022.