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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
MSFP
176
Mark Sheptoff Financial Planning
Connecticut
$17K
RA
177
Rational Advisors
New York
$16K +$13.3K +236 +174%
CHA
178
Carmichael Hill & Associates
Maryland
$14K +$5.62K +100 +45%
BCV
179
Banque Cantonale Vaudoise
Switzerland
$13K
CCA
180
Column Capital Advisors
Indiana
$13K +$5.62K +100 +47%
HNB
181
Huntington National Bank
Ohio
$13K +$16.9K +300 New
Kayne Anderson Rudnick Investment Management
182
Kayne Anderson Rudnick Investment Management
California
$13K +$17.6K +314 New
RA
183
Rise Advisors
New York
$12.2K +$16.3K +290 New
BWM
184
BerganKDV Wealth Management
Minnesota
$11K
LPWM
185
Lake Point Wealth Management
Texas
$11K
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$8.42K
GWSG
187
GPS Wealth Strategies Group
Colorado
$8K -$4.5K -80 -30%
Nomura Holdings
188
Nomura Holdings
Japan
$8K +$10.7K +191 New
CFO
189
CVA Family Office
Colorado
$8K +$11K +195 New
AWM
190
Activest Wealth Management
Florida
$7K
ME
191
McIlrath & Eck
Washington
$7K
TFA
192
Toth Financial Advisory
Virginia
$7K
HNWA
193
Henrickson Nauta Wealth Advisors
Michigan
$7K +$12.4K +220 New
AIC
194
Archer Investment Corporation
Indiana
$6.02K
CTC
195
Central Trust Company
Missouri
$6K -$56 -1 -0.7%
CCM
196
Covington Capital Management
California
$6K
AP
197
Arlington Partners
Alabama
$6K +$7.81K +139 New
FWM
198
Focused Wealth Management
New York
$5K -$9.95K -177 -59%
OAJ
199
Ogorek Anthony Joseph
New York
$5K
CA
200
CoreCap Advisors
Michigan
$5K +$6.13K +109 New

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.