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Lemonade

216 hedge funds and large institutions have $605M invested in Lemonade in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 67 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $75.3M | Put options by funds: $74.3M

0.08% less ownership

Funds ownership: 53.85%53.77% (-0.08%)

9% less funds holding

Funds holding: 237216 (-21)

25% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 67

31% less capital invested

Capital invested by funds: $876M → $605M (-$271M)

32% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 47

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
216
Holders Change
-21
Holders Change %
-8.86%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
50
Reduced
67
Closed
47
Calls
$75.3M
Puts
$74.3M
Net Calls
+$984K
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$219M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$92.8M -$1.1M -52,431 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$67.6M +$9.1M +431,987 +13%
BlackRock
4
BlackRock
New York
$56.2M +$32.9M +1,559,806 +103%
GCGM
5
General Catalyst Group Management
Massachusetts
$27.5M
Morgan Stanley
6
Morgan Stanley
New York
$22.8M -$3.25M -154,460 -11%
State Street
7
State Street
Massachusetts
$14.8M +$3.88M +184,130 +29%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.5M +$4.1M +194,807 +40%
Goldman Sachs
9
Goldman Sachs
New York
$6.8M +$1.86M +88,042 +31%
Northern Trust
10
Northern Trust
Illinois
$6.67M +$4.33M +205,520 +129%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$5.19M -$2.72M -129,100 -31%
Charles Schwab
12
Charles Schwab
California
$4.99M +$1.61M +76,555 +39%
Mitsubishi UFJ Trust & Banking
13
Mitsubishi UFJ Trust & Banking
Japan
$4.24M +$22.3K +1,060 +0.5%
Bank of America
14
Bank of America
North Carolina
$3.54M -$4.32M -205,146 -51%
Allianz Asset Management
15
Allianz Asset Management
Germany
$3.1M -$2.53K -120 -0.1%
N
16
Nuveen
North Carolina
$2.91M +$952K +45,197 +40%
Legal & General Group
17
Legal & General Group
United Kingdom
$2.79M -$816K -38,724 -20%
CAC
18
Cowen and Company
New York
$2.74M +$1.63M +77,200 +106%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.53M +$325K +15,447 +13%
CS
20
Credit Suisse
Switzerland
$2.39M -$1.04M -49,221 -27%
ACM
21
Alpha Capital Management
Texas
$2.15M +$102K +4,836 +4%
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$2.05M -$140K -6,650 -6%
PI
23
Putnam Investments
Massachusetts
$1.75M +$2.02M +95,729 New
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.72M +$147K +7,000 +8%
LIP
25
Liontrust Investment Partners
United Kingdom
$1.66M +$211K +10,000 +12%

LMND Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q2 2022, worth a combined $605M — down 31% from $876M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of LMND and 32 opened new positions — a net loss of 15 holders — while 67 trimmed existing stakes and 50 added.

The largest buyer was BlackRock, adding an estimated $32.9M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $11.9M sold.

  • 216 institutional investors held Lemonade (LMND) as of Q2 2022, down from 237 in Q1 2022.
  • Funds reported $605M of Lemonade stock for Q2 2022, down 31% quarter-over-quarter.
  • 32 funds opened new Lemonade positions in Q2 2022 and 47 closed out, a net change of -15 holders.
  • The largest Lemonade buyer in Q2 2022 was BlackRock, an estimated $32.9M added.
  • The largest Lemonade seller in Q2 2022 was Renaissance Technologies, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2022.