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Lemonade

205 hedge funds and large institutions have $656M invested in Lemonade in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 53 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $65.1M | Put options by funds: $48.7M

3% more capital invested

Capital invested by funds: $637M → $656M (+$19.4M)

0.53% more ownership

Funds ownership: 56.44%56.97% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 53

5% less funds holding

Funds holding: 215205 (-10)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
205
Holders Change
-10
Holders Change %
-4.65%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
53
Reduced
53
Closed
39
Calls
$65.1M
Puts
$48.7M
Net Calls
+$16.3M
Net Calls Change
-$6.71M
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$197M
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.1M -$215K -12,809 -0.2%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$73.3M -$1.36M -80,709 -2%
BlackRock
4
BlackRock
New York
$65.2M -$1.52M -90,256 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$20.2M +$470K +27,934 +2%
State Street
6
State Street
Massachusetts
$19.4M +$129K +7,652 +0.7%
Morgan Stanley
7
Morgan Stanley
New York
$19.3M +$861K +51,219 +5%
Citadel Advisors
8
Citadel Advisors
Florida
$12M +$6.09M +362,385 +99%
HFF
9
Halter Ferguson Financial
Indiana
$11.7M +$5.26M +312,717 +78%
Legal & General Group
10
Legal & General Group
United Kingdom
$10.2M +$1.49M +88,798 +17%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$8.82M -$2.23M -132,569 -20%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$8.25M +$1.65M +98,230 +24%
Northern Trust
13
Northern Trust
Illinois
$7.98M -$177K -10,552 -2%
Charles Schwab
14
Charles Schwab
California
$7.69M +$153K +9,080 +2%
Bank of America
15
Bank of America
North Carolina
$6.91M +$4.11M +244,532 +138%
Capital Fund Management (CFM)
16
Capital Fund Management (CFM)
France
$6.6M +$2.65M +157,416 +64%
PFMOSF
17
Philadelphia Financial Management of San Francisco
California
$5.94M +$6.09M +362,049 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.35M +$179K +10,624 +3%
PC
19
PhiloSmith Capital
Connecticut
$4.02M
Goldman Sachs
20
Goldman Sachs
New York
$3.98M -$3.03M -180,295 -43%
First Trust Advisors
21
First Trust Advisors
Illinois
$3.79M +$3.42M +203,508 +743%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$3.62M +$3.49M +207,800 +1,586%
SC
23
Sculptor Capital
New York
$3.22M +$782K +46,500 +31%
GCP
24
GSA Capital Partners
United Kingdom
$3.1M +$3.18M +188,895 New
LCM
25
Landscape Capital Management
New Jersey
$2.78M +$1.08M +64,049 +61%

LMND Hedge Fund Activity: Q1 2024 in Review

205 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q1 2024, worth a combined $656M — up 3.1% from $637M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of LMND and 33 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, adding an estimated $6.09M. The largest seller was Millennium Management, cutting an estimated $11.7M.

  • 205 institutional investors held Lemonade (LMND) as of Q1 2024, down from 215 in Q4 2023.
  • Funds reported $656M of Lemonade stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 33 funds opened new Lemonade positions in Q1 2024 and 39 closed out, a net change of -6 holders.
  • The largest Lemonade buyer in Q1 2024 was Citadel Advisors, an estimated $6.09M added.
  • The largest Lemonade seller in Q1 2024 was Millennium Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2024.