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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
RFA
201
Reilly Financial Advisors
California
$5K +$6.13K +109 New
EVM
202
Eaton Vance Management
Massachusetts
$4K -$22.5K -400 -80%
AA
203
Ancora Advisors
Ohio
$4K
FRA
204
Front Row Advisors
California
$4K
OIA
205
Optimum Investment Advisors
Illinois
$4K
SWA
206
SOA Wealth Advisors
New York
$4K
TC
207
Truvestments Capital
Florida
$4K
WWMSC
208
Wagner Wealth Management (South Carolina)
South Carolina
$4K
HWA
209
Heritage Wealth Advisors
Virginia
$4K +$899 +16 +22%
FMB
210
Field & Main Bank
Kentucky
$4K +$5.62K +100 New
SFM
211
Signet Financial Management
New Jersey
$4K +$5.62K +100 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$4K +$5.73K +102 New
AWM
213
Avior Wealth Management
Nebraska
$3K -$1.57K -28 -27%
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$3K
TCM
215
Tradewinds Capital Management
Washington
$3K
HPC
216
HM Payson & Co
Maine
$3K +$1.12K +20 +40%
RDIA
217
RE Dickinson Investment Advisors
Iowa
$3K +$4.5K +80 New
AF
218
Advisornet Financial
Minnesota
$2K -$2.25K -40 -50%
IA
219
IFP Advisors
Florida
$2K -$1.85K -33 -46%
MS
220
Mizuho Securities
Japan
$2K -$56 -1 -2%
CMA
221
Cedar Mountain Advisors
Oregon
$2K
Credit Agricole
222
Credit Agricole
France
$2K
DSC
223
Duncker Streett & Co
Missouri
$2K
RIM
224
Rockbridge Investment Management
New York
$2K
SCA
225
Stonebridge Capital Advisors
Minnesota
$2K +$1.85K +33 +1,100%

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.