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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
OIA
176
Optimum Investment Advisors
Illinois
$1.38K
CB
177
CNB Bank
Pennsylvania
$1.37K
FMB
178
Field & Main Bank
Kentucky
$1.37K
GIA
179
GHP Investment Advisors
Colorado
$1.37K
SWA
180
SOA Wealth Advisors
New York
$1.3K -$435 -22 -19%
AWM
181
Accurate Wealth Management
Florida
$1.25K +$1.68K +85 New
OA
182
Operose Advisors
Wisconsin
$1.09K +$1.58K +80 New
MCM
183
Manchester Capital Management
Vermont
$1.04K +$218 +11 +17%
PA
184
Parallel Advisors
California
$1.03K -$1.03K -52 -41%
AWM
185
Avior Wealth Management
Nebraska
$1.03K
TCM
186
Tradewinds Capital Management
Washington
$1.03K
AA
187
Ancora Advisors
Ohio
$1K
MTIC
188
Missouri Trust & Investment Company
Missouri
$1K
RDIA
189
RE Dickinson Investment Advisors
Iowa
$1K
MLA
190
MB, Levis & Associates
Pennsylvania
$821 +$1.19K +60 New
KTC
191
Kistler-Tiffany Companies
Pennsylvania
$807
AF
192
Allworth Financial
California
$780 +$198 +10 +21%
PS
193
PayPay Securities
Japan
$780 +$1.13K +57 New
USCWA
194
U.S. Capital Wealth Advisors
Texas
$711 +$1.03K +52 New
BC
195
Barrett & Company
Rhode Island
$684
CMA
196
Cedar Mountain Advisors
Oregon
$684
Credit Agricole
197
Credit Agricole
France
$684
CFO
198
CVA Family Office
Colorado
$616
SIC
199
SJS Investment Consulting
Ohio
$602
DSC
200
Duncker Streett & Co
Missouri
$506

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.