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Lemonade

229 hedge funds and large institutions have $737M invested in Lemonade in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

53% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 47

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more capital invested

Capital invested by funds: $605M → $737M (+$132M)

19% more call options, than puts

Call options by funds: $82.3M | Put options by funds: $69M

6% more funds holding

Funds holding: 216229 (+13)

3.15% less ownership

Funds ownership: 53.77%50.62% (-3.2%)

Holders
229
Holders Change
+13
Holders Change %
+6.02%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
44
Increased
72
Reduced
47
Closed
28
Calls
$82.3M
Puts
$69M
Net Calls
+$13.3M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
201
HM Payson & Co
Maine
$1K
KTC
202
Kistler-Tiffany Companies
Pennsylvania
$1K
M1FG
203
Mach-1 Financial Group
Arkansas
$1K
MTIC
204
Missouri Trust & Investment Company
Missouri
$1K
PWMG
205
Prestige Wealth Management Group
New Jersey
$1K
MS
206
Mizuho Securities
Japan
$1K +$23 +1 +2%
WT
207
Whittier Trust
California
$1K +$659 +29 New
SIC
208
SJS Investment Consulting
Ohio
$1K +$1K +44 New
WT
209
Washington Trust
Rhode Island
$1K +$1.18K +52 +520%
MCM
210
Manchester Capital Management
Vermont
$1K +$1.48K +65 New
BC
211
Barrett & Company
Rhode Island
$684 +$1.14K +50 New
GEA
212
Glen Eagle Advisors
New Jersey
$530
FSWA
213
Financial Synergies Wealth Advisors
Texas
$382
Allianz Asset Management
214
Allianz Asset Management
Germany
-$3.1M -169,975 Closed
CAC
215
Cowen and Company
New York
-$2.74M -150,000 Closed
PI
216
Putnam Investments
Massachusetts
-$1.75M -95,729 Closed
OTL
217
Oak Thistle LLC
New York
-$365K -20,009 Closed
FM
218
Freemont Management
Switzerland
-$296K -16,200 Closed
BFM
219
Boothbay Fund Management
New York
-$286K -15,687 Closed
SFA
220
Souders Financial Advisors
Ohio
-$234K -12,814 Closed
Holocene Advisors
221
Holocene Advisors
New York
-$220K -12,061 Closed
William Blair & Company
222
William Blair & Company
Illinois
-$187K -10,240 Closed
PHK
223
Point72 Hong Kong
Hong Kong
-$126K -6,880 Closed
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
-$35K -1,909 Closed
Federated Hermes
225
Federated Hermes
Pennsylvania
-$22K -1,217 Closed

LMND Hedge Fund Activity: Q3 2022 in Review

229 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q3 2022, worth a combined $737M — up 22% from $605M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LMND positions and 28 closed out — a net gain of 16 holders — while 72 added to existing stakes and 47 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.3M. The largest seller was General Catalyst Group Management, cutting an estimated $15.9M.

  • 229 institutional investors held Lemonade (LMND) as of Q3 2022, up from 216 in Q2 2022.
  • Funds reported $737M of Lemonade stock for Q3 2022, up 22% quarter-over-quarter.
  • 44 funds opened new Lemonade positions in Q3 2022 and 28 closed out, a net change of +16 holders.
  • The largest Lemonade buyer in Q3 2022 was Goldman Sachs, an estimated $11.3M added.
  • The largest Lemonade seller in Q3 2022 was General Catalyst Group Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2022.