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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
CA
201
CoreCap Advisors
Michigan
$506 +$732 +37 New
PWMG
202
Prestige Wealth Management Group
New Jersey
$479 +$99 +5 +17%
GWS
203
Glassman Wealth Services
Virginia
$410
WT
204
Whittier Trust
California
$396
CFD
205
Creative Financial Designs
Indiana
$356
GEA
206
Glen Eagle Advisors
New Jersey
$342
TWA
207
TCI Wealth Advisors
Arizona
$315 -$3.76K -190 -89%
QCG
208
Quadrant Capital Group
Ohio
$315 +$455 +23 New
BWA
209
BDO Wealth Advisors
Florida
$274
NSIM
210
North Star Investment Management
Illinois
$274
Dimensional Fund Advisors
211
Dimensional Fund Advisors
Texas
$266 +$37.7K +1,905 +11%
FSWA
212
Financial Synergies Wealth Advisors
Texas
$247
AF
213
Advisornet Financial
Minnesota
$233 +$40 +2 +13%
VCM
214
Versant Capital Management
Arizona
$219 +$316 +16 New
DWA
215
Delos Wealth Advisors
Texas
$205
WT
216
Washington Trust
Rhode Island
$137 -$1.03K -52 -84%
WBC
217
West Branch Capital
Massachusetts
$137
WWM
218
Wolff Wiese Magana
California
$123
BBHC
219
Brown Brothers Harriman & Co
New York
$27
WAM
220
Worth Asset Management
Texas
$27
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
-$2.69M -126,874 Closed
LIP
222
Liontrust Investment Partners
United Kingdom
-$2.12M -100,000 Closed
Point72 Asset Management
223
Point72 Asset Management
Connecticut
-$1.3M -61,493 Closed
PCA
224
Prospect Capital Advisors
California
-$1.23M -58,210 Closed
UBS AM
225
UBS AM
Illinois
-$866K -40,906 Closed

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.