We are live on ! Find out more
LMND icon

Lemonade
LMND

215 hedge funds and large institutions have $637M invested in Lemonade in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $70.7M | Put options by funds: $47.6M

46% more capital invested

Capital invested by funds: $436M → $637M (+$201M)

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

6% more funds holding

Funds holding: 203 → 215 (+12)

2.64% more ownership

Funds ownership: 53.81% → 56.44% (+2.6%)

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
215
Holders Change
+12
Holders Change %
+5.91%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
57
Reduced
55
Closed
33
Calls
$70.7M
Puts
$47.6M
Net Calls
+$23.1M
Net Calls Change
+$14.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.15M
2
Jane Street
Jane Street
New York
+$6.23M
3
BlackRock
BlackRock
New York
+$5.87M
4
Goldman Sachs
Goldman Sachs
New York
+$3.63M
5
Group One Trading
Group One Trading
Illinois
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
GCGM
General Catalyst Group Management
Massachusetts
-$9.37M
2
Bank of America
Bank of America
North Carolina
-$3.71M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$2.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.1M
5
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
201
Financial Synergies Wealth Advisors
Texas
$247 – – –
AF
202
Advisornet Financial
Minnesota
$242 – – –
WBC
203
West Branch Capital
Massachusetts
$162 – – –
WT
204
Washington Trust
Rhode Island
$161 – – –
WWM
205
Wolff Wiese Magana
California
$146 – – –
RIM
206
Rockbridge Investment Management
New York
$81 +$75 +5 New
NSG
207
Nalls Sherbakoff Group
Tennessee
$65 -$45 -3 -43%
BL
208
BFSG LLC
California
$49 +$45 +3 New
AFG
209
Albion Financial Group
Utah
$33 – – –
BBHC
210
Brown Brothers Harriman & Co
New York
$32 – – –
HI
211
Harbour Investments
Wisconsin
$32 – – –
OIA
212
Optimum Investment Advisors
Illinois
$16 -$1.51K -100 -99%
GCGM
213
General Catalyst Group Management
Massachusetts
– -$9.37M -806,722 Closed
Schroder Investment Management Group
214
Schroder Investment Management Group
United Kingdom
– -$869K -74,766 Closed
Connor, Clark & Lunn Investment Management (CC&L)
215
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$754K -64,925 Closed
SEC
216
Seven Eight Capital
New York
– -$704K -60,574 Closed
State of Wisconsin Investment Board
217
State of Wisconsin Investment Board
Wisconsin
– -$491K -42,246 Closed
IMC Chicago
218
IMC Chicago
Illinois
– -$319K -21,142 Closed
TCM
219
Triumph Capital Management
Colorado
– -$216K -18,610 Closed
Walleye Capital
220
Walleye Capital
New York
– -$263K -17,464 Closed
BAM
221
Blueshift Asset Management
New Jersey
– -$179K -15,398 Closed
Tudor Investment Corp
222
Tudor Investment Corp
Connecticut
– -$146K -12,538 Closed
BC
223
Bridgefront Capital
Texas
– -$142K -12,235 Closed
CMF
224
Counterpoint Mutual Funds
California
– -$129K -11,144 Closed
Creative Planning
225
Creative Planning
Kansas
– -$128K -11,004 Closed
6 7 8
9
10

LMND Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q4 2023, worth a combined $637M — up 46% from $436M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new LMND positions and 33 closed out — a net gain of 14 holders — while 57 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.15M. The largest seller was General Catalyst Group Management, exiting entirely with an estimated $9.37M sold.

  • 215 institutional investors held Lemonade (LMND) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $637M of Lemonade stock for Q4 2023, up 46% quarter-over-quarter.
  • 47 funds opened new Lemonade positions in Q4 2023 and 33 closed out, a net change of +14 holders.
  • The largest Lemonade buyer in Q4 2023 was Morgan Stanley, an estimated $7.15M added.
  • The largest Lemonade seller in Q4 2023 was General Catalyst Group Management, an estimated $9.37M sold.

Based on aggregated 13F filings for Q4 2023.