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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
FFA
151
Farther Finance Advisors
California
$4.25K +$6.15K +311 New
BCV
152
Banque Cantonale Vaudoise
Switzerland
$4K
BTI
153
Blue Trust Inc
Georgia
$4K +$2.02K +102 +113%
GRP
154
Global Retirement Partners
California
$3.97K
HWA
155
Heritage Wealth Advisors
Virginia
$3.75K
BWM
156
BerganKDV Wealth Management
Minnesota
$3.49K
US Bancorp
157
US Bancorp
Minnesota
$3.46K +$1.74K +88 +53%
FA
158
Fortis Advisors
Pennsylvania
$3.42K
CA
159
Clearstead Advisors
Ohio
$3.35K
TC
160
Truvestments Capital
Florida
$3.31K +$2.73K +138 +133%
MCC
161
Money Concepts Capital
Florida
$3.19K +$4.61K +233 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$3.08K -$2.37K -120 -35%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$3K
EWA
164
EverSource Wealth Advisors
Alabama
$2.83K
CTA
165
Colonial Trust Advisors
South Carolina
$2.74K +$3.96K +200 New
ME
166
McIlrath & Eck
Washington
$2.61K
RCM
167
Raleigh Capital Management
North Carolina
$2.42K +$2K +101 +133%
TFA
168
Toth Financial Advisory
Virginia
$2.41K
RBC
169
Romano Brothers & Co
Illinois
$2.01K +$2.91K +147 New
SWM
170
Spire Wealth Management
Virginia
$2K +$989 +50 +50%
LC
171
Lindbrook Capital
California
$1.97K -$1.23K -62 -30%
AIC
172
Archer Investment Corporation
Indiana
$1.96K
CHA
173
Carmichael Hill & Associates
Maryland
$1.7K
FWM
174
Focused Wealth Management
New York
$1.7K
TWC
175
TD Waterhouse Canada
Ontario, Canada
$1.4K +$1.25K +63 +162%

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.