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Lemonade

225 hedge funds and large institutions have $495M invested in Lemonade in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $45.6M | Put options by funds: $29.6M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

1.68% more ownership

Funds ownership: 50.62%52.31% (+1.7%)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

2% less funds holding

Funds holding: 229225 (-4)

33% less capital invested

Capital invested by funds: $737M → $495M (-$243M)

Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
62
Reduced
52
Closed
40
Calls
$45.6M
Puts
$29.6M
Net Calls
+$16M
Net Calls Change
+$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$164M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$66.9M -$832K -42,078 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$61.9M +$7.01M +354,757 +9%
BlackRock
4
BlackRock
New York
$45M +$2.18M +110,178 +3%
State Street
5
State Street
Massachusetts
$12.5M +$461K +23,290 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.6M +$731K +36,979 +5%
GCGM
7
General Catalyst Group Management
Massachusetts
$11M
Millennium Management
8
Millennium Management
New York
$10.1M +$10.4M +526,388 +253%
Citadel Advisors
9
Citadel Advisors
Florida
$10M +$8.54M +431,865 +143%
Morgan Stanley
10
Morgan Stanley
New York
$6.68M -$7.52M -380,513 -44%
Goldman Sachs
11
Goldman Sachs
New York
$5.85M -$8.78M -443,871 -51%
Northern Trust
12
Northern Trust
Illinois
$5.68M -$12K -609 -0.1%
HSCM
13
Hudson Structured Capital Management
Connecticut
$5.24M +$12.3K +622 +0.2%
Charles Schwab
14
Charles Schwab
California
$4.6M +$149K +7,557 +2%
Capital Fund Management (CFM)
15
Capital Fund Management (CFM)
France
$4.04M +$4.53M +229,246 +346%
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$3.12M +$21.2K +1,070 +0.5%
Marshall Wace
17
Marshall Wace
United Kingdom
$3.09M +$3.65M +184,804 +451%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.9M +$3.4M +171,952 +429%
Legal & General Group
19
Legal & General Group
United Kingdom
$2.53M +$605K +30,600 +20%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$2.41M -$663K -33,536 -16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.36M +$109K +5,514 +3%
TC
22
TwinBeech Capital
New York
$2.09M +$3.03M +153,058 New
ECM
23
ExodusPoint Capital Management
New York
$2.07M +$1.55M +78,326 +107%
N
24
Nuveen
North Carolina
$2.02M -$403K -20,401 -12%
PC
25
PhiloSmith Capital
Connecticut
$1.98M +$1.09M +55,000 +61%

LMND Hedge Fund Activity: Q4 2022 in Review

225 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q4 2022, worth a combined $495M — down 33% from $737M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of LMND and 39 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 62 added.

The largest buyer was Millennium Management, adding an estimated $10.4M. The largest seller was Goldman Sachs, cutting an estimated $8.78M.

  • 225 institutional investors held Lemonade (LMND) as of Q4 2022, down from 229 in Q3 2022.
  • Funds reported $495M of Lemonade stock for Q4 2022, down 33% quarter-over-quarter.
  • 39 funds opened new Lemonade positions in Q4 2022 and 40 closed out, a net change of -1 holder.
  • The largest Lemonade buyer in Q4 2022 was Millennium Management, an estimated $10.4M added.
  • The largest Lemonade seller in Q4 2022 was Goldman Sachs, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2022.