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Lemonade

216 hedge funds and large institutions have $514M invested in Lemonade in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $21.5M

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

4% more capital invested

Capital invested by funds: $495M → $514M (+$19.3M)

0.37% less ownership

Funds ownership: 52.31%51.94% (-0.37%)

4% less funds holding

Funds holding: 225216 (-9)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
216
Holders Change
-9
Holders Change %
-4%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
30
Increased
63
Reduced
52
Closed
34
Calls
$30.5M
Puts
$21.5M
Net Calls
+$9.01M
Net Calls Change
-$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$171M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$71.9M +$2.32M +152,281 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$65.7M +$1.31M +86,439 +2%
BlackRock
4
BlackRock
New York
$49.1M +$2.4M +158,038 +5%
Citadel Advisors
5
Citadel Advisors
Florida
$17.2M +$7.2M +473,402 +65%
State Street
6
State Street
Massachusetts
$13.3M +$291K +19,107 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12.4M +$351K +23,107 +3%
GCGM
8
General Catalyst Group Management
Massachusetts
$11.5M
Morgan Stanley
9
Morgan Stanley
New York
$9.77M +$3M +197,166 +40%
Millennium Management
10
Millennium Management
New York
$7.64M -$3.02M -198,699 -27%
Northern Trust
11
Northern Trust
Illinois
$5.85M -$78.7K -5,177 -1%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$5.21M +$5.55M +365,276 New
Charles Schwab
13
Charles Schwab
California
$4.88M +$87K +5,721 +2%
Capital Fund Management (CFM)
14
Capital Fund Management (CFM)
France
$4.21M -$7.68K -505 -0.2%
Goldman Sachs
15
Goldman Sachs
New York
$4.01M -$2.22M -145,988 -34%
Legal & General Group
16
Legal & General Group
United Kingdom
$3.63M +$1.06M +69,687 +38%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.39M +$386K +25,367 +12%
Mitsubishi UFJ Trust & Banking
18
Mitsubishi UFJ Trust & Banking
Japan
$3.25M
PC
19
PhiloSmith Capital
Connecticut
$2.64M +$608K +40,000 +28%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.47M +$12.2K +803 +0.5%
PAM
21
Panagora Asset Management
Massachusetts
$2.17M +$383K +25,195 +20%
N
22
Nuveen
North Carolina
$1.95M -$161K -10,616 -7%
Bank of America
23
Bank of America
North Carolina
$1.81M +$114K +7,518 +6%
TRSOTSOK
24
Teachers Retirement System of the State of Kentucky
Kentucky
$1.69M +$243K +16,000 +16%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$1.67M +$551K +36,246 +45%

LMND Hedge Fund Activity: Q1 2023 in Review

216 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q1 2023, worth a combined $514M — up 3.9% from $495M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of LMND and 30 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 63 added.

The largest buyer was Citadel Advisors, adding an estimated $7.2M. The largest seller was Marshall Wace, cutting an estimated $3.26M.

  • 216 institutional investors held Lemonade (LMND) as of Q1 2023, down from 225 in Q4 2022.
  • Funds reported $514M of Lemonade stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 30 funds opened new Lemonade positions in Q1 2023 and 34 closed out, a net change of -4 holders.
  • The largest Lemonade buyer in Q1 2023 was Citadel Advisors, an estimated $7.2M added.
  • The largest Lemonade seller in Q1 2023 was Marshall Wace, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2023.