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Lemonade
LMND

215 hedge funds and large institutions have $637M invested in Lemonade in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $70.7M | Put options by funds: $47.6M

46% more capital invested

Capital invested by funds: $436M → $637M (+$201M)

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

6% more funds holding

Funds holding: 203 → 215 (+12)

2.64% more ownership

Funds ownership: 53.81% → 56.44% (+2.6%)

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
57
Reduced
55
Closed
33
Calls
$70.7M
Puts
$47.6M
Net Calls
+$23.1M
Net Calls Change
+$14.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.15M
2
Jane Street
Jane Street
New York
+$6.23M
3
BlackRock
BlackRock
New York
+$5.87M
4
Goldman Sachs
Goldman Sachs
New York
+$3.63M
5
Group One Trading
Group One Trading
Illinois
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
GCGM
General Catalyst Group Management
Massachusetts
-$9.37M
2
Bank of America
Bank of America
North Carolina
-$3.71M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$2.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.1M
5
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$11.5K -$301 -20 -3%
RCM
127
Raleigh Capital Management
North Carolina
$11.3K +$2.92K +194 +38%
GWM
128
Geneos Wealth Management
Colorado
$11K -$1.51K -100 -13%
HFS
129
Hantz Financial Services
Michigan
$11K – – –
PFBT
130
Parkside Financial Bank & Trust
Missouri
$9.07K – – –
SPIA
131
Steward Partners Investment Advisory
New York
$9.03K -$4.7K -312 -36%
HIIFS
132
Harel Insurance Investments & Financial Services
Israel
$9K -$7.59K -504 -48%
US Bancorp
133
US Bancorp
Minnesota
$8.56K +$7.41K +492 +1,262%
FFA
134
Farther Finance Advisors
California
$7.74K +$2.7K +179 +59%
HNB
135
Huntington National Bank
Ohio
$6.19K -$226 -15 -4%
TWM
136
Tradition Wealth Management
Minnesota
$6K -$6.52K -433 -52%
CAL
137
Capital Advisors Ltd
Ohio
$6K – – –
BCV
138
Banque Cantonale Vaudoise
Switzerland
$5K – – –
HWA
139
Heritage Wealth Advisors
Virginia
$4.42K – – –
GWSG
140
GPS Wealth Strategies Group
Colorado
$4.4K – – –
AWM
141
Avior Wealth Management
Nebraska
$4.27K -$994 -66 -20%
GRP
142
Global Retirement Partners
California
$4.18K -$347 -23 -8%
IGWM
143
ICA Group Wealth Management
Colorado
$4.03K +$3.77K +250 New
LFG
144
Larson Financial Group
Missouri
$4.03K -$452 -30 -11%
PCMC
145
Planning Capital Management Corporation
Pennsylvania
$4.03K +$3.77K +250 New
CA
146
Clearstead Advisors
Ohio
$3.95K -$3.69K -245 -50%
RA
147
Rise Advisors
New York
$3.56K -$4.16K -276 -56%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$3.39K +$3.15K +209 +20,900%
CTA
149
Colonial Trust Advisors
South Carolina
$3.23K – – –
ME
150
McIlrath & Eck
Washington
$3.08K – – –
4 5
6
7 8

LMND Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q4 2023, worth a combined $637M — up 46% from $436M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new LMND positions and 33 closed out — a net gain of 14 holders — while 57 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.15M. The largest seller was General Catalyst Group Management, exiting entirely with an estimated $9.37M sold.

  • 215 institutional investors held Lemonade (LMND) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $637M of Lemonade stock for Q4 2023, up 46% quarter-over-quarter.
  • 47 funds opened new Lemonade positions in Q4 2023 and 33 closed out, a net change of +14 holders.
  • The largest Lemonade buyer in Q4 2023 was Morgan Stanley, an estimated $7.15M added.
  • The largest Lemonade seller in Q4 2023 was General Catalyst Group Management, an estimated $9.37M sold.

Based on aggregated 13F filings for Q4 2023.