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Lemonade

229 hedge funds and large institutions have $737M invested in Lemonade in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 47 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

53% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 47

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more capital invested

Capital invested by funds: $605M → $737M (+$132M)

19% more call options, than puts

Call options by funds: $82.3M | Put options by funds: $69M

6% more funds holding

Funds holding: 216229 (+13)

3.15% less ownership

Funds ownership: 53.77%50.62% (-3.2%)

Holders
229
Holders Change
+13
Holders Change %
+6.02%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
44
Increased
72
Reduced
47
Closed
28
Calls
$82.3M
Puts
$69M
Net Calls
+$13.3M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$254M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$104M -$3.42M -150,375 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$88.3M +$10.6M +467,059 +13%
BlackRock
4
BlackRock
New York
$67.3M +$2.23M +98,327 +3%
State Street
5
State Street
Massachusetts
$18.8M +$1.81M +79,571 +10%
Goldman Sachs
6
Goldman Sachs
New York
$18.5M +$11.3M +498,709 +134%
Morgan Stanley
7
Morgan Stanley
New York
$18.4M -$8.58M -377,380 -30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$17.1M +$2.82M +124,219 +18%
GCGM
9
General Catalyst Group Management
Massachusetts
$17.1M -$15.9M -700,000 -46%
Northern Trust
10
Northern Trust
Illinois
$8.8M +$1.15M +50,381 +14%
HSCM
11
Hudson Structured Capital Management
Connecticut
$8.11M +$8.7M +382,777 New
Charles Schwab
12
Charles Schwab
California
$6.96M +$1.26M +55,636 +20%
Citadel Advisors
13
Citadel Advisors
Florida
$6.38M +$6.84M +300,978 New
Mitsubishi UFJ Trust & Banking
14
Mitsubishi UFJ Trust & Banking
Japan
$4.81M -$115K -5,050 -2%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.45M -$1.69M -74,319 -26%
Millennium Management
16
Millennium Management
New York
$4.42M +$2.83M +124,493 +148%
Two Sigma Investments
17
Two Sigma Investments
New York
$4M +$3.09M +136,136 +259%
N
18
Nuveen
North Carolina
$3.55M +$187K +8,243 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.53M +$642K +28,251 +20%
Legal & General Group
20
Legal & General Group
United Kingdom
$3.27M +$42.1K +1,854 +1%
Squarepoint
21
Squarepoint
New York
$3.19M +$2.17M +95,424 +172%
CSS
22
Cubist Systematic Strategies
Connecticut
$2.89M +$2.76M +121,644 +816%
Citigroup
23
Citigroup
New York
$2.76M +$1.22M +53,671 +70%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$2.69M +$2.88M +126,874 New
ACM
25
Alpha Capital Management
Texas
$2.56M +$66.7K +2,935 +2%

LMND Hedge Fund Activity: Q3 2022 in Review

229 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q3 2022, worth a combined $737M — up 22% from $605M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LMND positions and 28 closed out — a net gain of 16 holders — while 72 added to existing stakes and 47 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.3M. The largest seller was General Catalyst Group Management, cutting an estimated $15.9M.

  • 229 institutional investors held Lemonade (LMND) as of Q3 2022, up from 216 in Q2 2022.
  • Funds reported $737M of Lemonade stock for Q3 2022, up 22% quarter-over-quarter.
  • 44 funds opened new Lemonade positions in Q3 2022 and 28 closed out, a net change of +16 holders.
  • The largest Lemonade buyer in Q3 2022 was Goldman Sachs, an estimated $11.3M added.
  • The largest Lemonade seller in Q3 2022 was General Catalyst Group Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2022.