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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
SoftBank Group
1
SoftBank Group
Japan
$505M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$210M -$1.88M -33,421 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$140M -$776K -13,817 -0.4%
JP Morgan Chase
4
JP Morgan Chase
New York
$104M +$33.5M +596,850 +32%
GCGM
5
General Catalyst Group Management
Massachusetts
$63.4M
BlackRock
6
BlackRock
New York
$61.8M +$563K +10,011 +0.7%
Morgan Stanley
7
Morgan Stanley
New York
$37.3M +$1.15M +20,489 +2%
Bank of America
8
Bank of America
North Carolina
$33.6M +$40.1M +713,856 +857%
State Street
9
State Street
Massachusetts
$33.5M +$7.21M +128,352 +19%
Two Sigma Investments
10
Two Sigma Investments
New York
$27M -$11.4M -202,751 -24%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$20.7M -$4.71M -83,800 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$20M +$1.56M +27,744 +6%
LFDLE
13
La Financiere de L'Echiquier
France
$19.9M +$3.57M +63,600 +16%
Voloridge Investment Management
14
Voloridge Investment Management
Florida
$15.4M -$12.3M -219,562 -38%
Millennium Management
15
Millennium Management
New York
$11.6M +$13.4M +238,390 +641%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$11.1M -$25.7M -457,547 -64%
SC
17
Sculptor Capital
New York
$10.2M
Goldman Sachs
18
Goldman Sachs
New York
$10M +$7.42M +132,042 +125%
Mitsubishi UFJ Trust & Banking
19
Mitsubishi UFJ Trust & Banking
Japan
$9.73M -$1.23M -21,880 -9%
CSS
20
Cubist Systematic Strategies
Connecticut
$8.62M +$8.86M +157,624 +335%
Charles Schwab
21
Charles Schwab
California
$8.06M +$219K +3,899 +2%
CS
22
Credit Suisse
Switzerland
$7.67M -$955K -16,986 -9%
Norges Bank
23
Norges Bank
Norway
$7.56M +$7M +124,528 +226%
Northern Trust
24
Northern Trust
Illinois
$6.76M -$132K -2,356 -1%
Twin Tree Management
25
Twin Tree Management
Texas
$5.29M +$3.39M +60,373 +93%

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.