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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
KFP
151
Keener Financial Planning
Texas
$3K +$3.12K +207 New
LC
152
Lindbrook Capital
California
$2.94K +$573 +38 +26%
TFA
153
Toth Financial Advisory
Virginia
$2.84K – – –
MSG
154
Main Street Group
Virginia
$2.42K +$2.26K +150 New
AIC
155
Archer Investment Corporation
Indiana
$2.31K – – –
CAS
156
Coppell Advisory Solutions
Texas
$2.31K +$2.15K +143 New
SS
157
Sunbelt Securities
Texas
$2.06K – – –
CHA
158
Carmichael Hill & Associates
Maryland
$2K – – –
FWM
159
Focused Wealth Management
New York
$2K – – –
PWMG
160
Private Wealth Management Group
New Jersey
$1.89K +$1.76K +117 New
TC
161
Truvestments Capital
Florida
$1.61K -$60 -4 -4%
CB
162
CNB Bank
Pennsylvania
$1.61K – – –
GIA
163
GHP Investment Advisors
Colorado
$1.61K – – –
IPW
164
Impact Partnership Wealth
Georgia
$1.61K – – –
SIS
165
Sound Income Strategies
Florida
$1.61K – – –
BWM
166
Baystate Wealth Management
Massachusetts
$1.61K +$1.51K +100 New
Comerica Bank
167
Comerica Bank
Texas
$1.61K +$1.51K +100 New
VL
168
Vima LLC
Michigan
$1.61K +$1.51K +100 New
FMB
169
Field & Main Bank
Kentucky
$1.61K – – –
AWM
170
Activest Wealth Management
Florida
$1.58K – – –
EWA
171
EverSource Wealth Advisors
Alabama
$1.35K +$301 +20 +31%
OA
172
Operose Advisors
Wisconsin
$1.29K – – –
AF
173
Allworth Financial
California
$1.24K +$1.16K +77 New
NBT
174
Northwest Bank & Trust
Iowa
$1.21K +$1.13K +75 New
BTI
175
Blue Trust Inc
Georgia
$1K +$497 +33 +57%
5 6
7
8 9

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.