We are live on ! Find out more
LMND icon

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
TRCT
151
Tower Research Capital (TRC)
New York
$68K +$77.6K +1,381 +593%
SPIA
152
Steward Partners Investment Advisory
New York
$66K -$151K -2,691 -63%
EDRH
153
Edmond de Rothschild Holding
Switzerland
$63K
MIFH
154
Migdal Insurance & Financial Holdings
Israel
$63K +$64.1K +1,141 +349%
Asset Management One
155
Asset Management One
Japan
$60K +$14.7K +262 +21%
S
156
SignatureFD
Georgia
$59K -$9.89K -176 -11%
AFG
157
Albion Financial Group
Utah
$58K
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$58K +$77.4K +1,378 New
Macquarie Group
159
Macquarie Group
Australia
$56K +$22.8K +406 +44%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$41K -$55.1K -980 -50%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$39.8K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$34K -$11.1K -197 -20%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$34K -$6.69K -119 -13%
TSWM
164
Tyler-Stone Wealth Management
Ohio
$29K +$39.1K +695 New
EWA
165
EverSource Wealth Advisors
Alabama
$26K +$33.8K +602 New
TWM
166
Tradition Wealth Management
Minnesota
$25K +$28.1K +500 +500%
CL
167
CSS LLC
Illinois
$25K +$33.7K +600 New
FIA
168
FNY Investment Advisers
New York
$25K +$33.7K +600 New
PP
169
Peconic Partners
New York
$25K +$33.7K +600 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$24K +$7.03K +125 +29%
GWM
171
Geneos Wealth Management
Colorado
$21K -$3.71K -66 -11%
CLOS
172
Compagnie Lombard Odier SCmA
Switzerland
$20K +$25.3K +450 +1,800%
AIG
173
American International Group
New York
$19K -$899 -16 -3%
KA
174
Kozak & Associates
Colorado
$18K -$6.07K -108 -11%
BFC
175
Bedel Financial Consulting
Indiana
$17K -$1.97K -35 -8%

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.