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Lemonade

237 hedge funds and large institutions have $876M invested in Lemonade in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

5.39% less ownership

Funds ownership: 59.25%53.85% (-5.4%)

11% less funds holding

Funds holding: 265237 (-28)

24% less call options, than puts

Call options by funds: $134M | Put options by funds: $177M

32% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 69

43% less capital invested

Capital invested by funds: $1.54B → $876M (-$661M)

Holders
237
Holders Change
-28
Holders Change %
-10.57%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
47
Increased
70
Reduced
58
Closed
69
Calls
$134M
Puts
$177M
Net Calls
-$42.8M
Net Calls Change
+$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$316M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$135M +$3.96M +139,833 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$86.2M -$1.56M -55,026 -2%
BlackRock
4
BlackRock
New York
$40M +$1.42M +50,278 +3%
GCGM
5
General Catalyst Group Management
Massachusetts
$39.7M
Morgan Stanley
6
Morgan Stanley
New York
$36.9M +$14.6M +515,213 +58%
State Street
7
State Street
Massachusetts
$16.5M -$4.85M -171,244 -22%
Two Sigma Investments
8
Two Sigma Investments
New York
$16M -$950K -33,541 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.9M +$438K +15,470 +3%
Renaissance Technologies
10
Renaissance Technologies
New York
$11.9M +$12.8M +452,200 New
Two Sigma Advisers
11
Two Sigma Advisers
New York
$10.9M -$2.2M -77,600 -16%
Bank of America
12
Bank of America
North Carolina
$10.5M -$11.3M -398,086 -50%
Goldman Sachs
13
Goldman Sachs
New York
$7.5M +$1.33M +47,119 +20%
Mitsubishi UFJ Trust & Banking
14
Mitsubishi UFJ Trust & Banking
Japan
$6.09M
Jane Street
15
Jane Street
New York
$5.59M +$3.27M +115,334 +119%
CS
16
Clear Street
New York
$5.27M +$5.66M +200,000 New
Charles Schwab
17
Charles Schwab
California
$5.18M +$147K +5,176 +3%
Legal & General Group
18
Legal & General Group
United Kingdom
$5.05M +$2.07M +73,206 +62%
Millennium Management
19
Millennium Management
New York
$4.8M -$2.65M -93,658 -34%
CS
20
Credit Suisse
Switzerland
$4.75M -$57.7K -2,038 -1%
Allianz Asset Management
21
Allianz Asset Management
Germany
$4.49M +$4.82M +170,095 New
Northern Trust
22
Northern Trust
Illinois
$4.21M -$24.6K -870 -0.5%
HF
23
HRT Financial
New York
$3.52M +$2.73M +96,528 +261%
PPA
24
Parametric Portfolio Associates
Washington
$3.46M +$2.41M +85,173 +185%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.24M +$11.6K +411 +0.3%

LMND Hedge Fund Activity: Q1 2022 in Review

237 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q1 2022, worth a combined $876M — down 43% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of LMND and 47 opened new positions — a net loss of 22 holders — while 58 trimmed existing stakes and 70 added.

The largest buyer was Morgan Stanley, adding an estimated $14.6M. The largest seller was JP Morgan Chase, cutting an estimated $68M.

  • 237 institutional investors held Lemonade (LMND) as of Q1 2022, down from 265 in Q4 2021.
  • Funds reported $876M of Lemonade stock for Q1 2022, down 43% quarter-over-quarter.
  • 47 funds opened new Lemonade positions in Q1 2022 and 69 closed out, a net change of -22 holders.
  • The largest Lemonade buyer in Q1 2022 was Morgan Stanley, an estimated $14.6M added.
  • The largest Lemonade seller in Q1 2022 was JP Morgan Chase, an estimated $68M sold.

Based on aggregated 13F filings for Q1 2022.