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Lemonade

315 hedge funds and large institutions have $3.58B invested in Lemonade in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 63

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more capital invested

Capital invested by funds: $2.94B → $3.58B (+$644M)

21.32% more ownership

Funds ownership: 31.97%53.29% (+21%)

5% more funds holding

Funds holding: 300315 (+15)

11% less call options, than puts

Call options by funds: $466M | Put options by funds: $526M

Holders
315
Holders Change
+15
Holders Change %
+5%
% of All Funds
5.48%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
71
Increased
123
Reduced
63
Closed
55
Calls
$466M
Puts
$526M
Net Calls
-$59.4M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
226
GPS Wealth Strategies Group
Colorado
$35K -$5.9K -65 -17%
BCV
227
Banque Cantonale Vaudoise
Switzerland
$35K +$28.8K +317 New
Fidelity Investments
228
Fidelity Investments
Massachusetts
$34K +$25K +275 +705%
FWM
229
Focused Wealth Management
New York
$33K +$27.3K +301 New
BWM
230
BerganKDV Wealth Management
Minnesota
$31K
LPWM
231
Lake Point Wealth Management
Texas
$28K +$23K +253 New
EVM
232
Eaton Vance Management
Massachusetts
$27K -$22.7K -250 -50%
JFA
233
JNBA Financial Advisors
Minnesota
$27K +$22.7K +250 New
KPCM
234
Kings Point Capital Management
New York
$27K +$22.7K +250 New
AIC
235
Archer Investment Corporation
Indiana
$26.7K +$9.17K +101 +71%
CCA
236
Column Capital Advisors
Indiana
$24K +$12.5K +138 +179%
AL
237
ADE LLC
Maryland
$22K
FWM
238
FFT Wealth Management
Pennsylvania
$22K +$18.1K +199 New
HI
239
Hudock Inc
Pennsylvania
$21K
ME
240
McIlrath & Eck
Washington
$18K +$9.08K +100 +156%
TRCT
241
Tower Research Capital (TRC)
New York
$17K -$38.9K -428 -73%
CTC
242
Central Trust Company
Missouri
$17K -$4.72K -52 -26%
CCM
243
Covington Capital Management
California
$16K
CHA
244
Carmichael Hill & Associates
Maryland
$14K -$4.54K -50 -29%
HNB
245
Huntington National Bank
Ohio
$13K +$11K +121 New
FHA
246
First Horizon Advisors
Tennessee
$13K +$11.5K +127 New
AWM
247
Avior Wealth Management
Nebraska
$11K
OIA
248
Optimum Investment Advisors
Illinois
$11K
SSB
249
Sandy Spring Bank
Maryland
$11K
SWM
250
Sugarloaf Wealth Management
Georgia
$11K

LMND Hedge Fund Activity: Q2 2021 in Review

315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q2 2021, worth a combined $3.58B — up 22% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new LMND positions and 55 closed out — a net gain of 16 holders — while 123 added to existing stakes and 63 trimmed.

The largest buyer was SoftBank Group, opening a new position worth an estimated $1.09B. The largest seller was General Catalyst Group Management, cutting an estimated $50.4M.

  • 315 institutional investors held Lemonade (LMND) as of Q2 2021, up from 300 in Q1 2021.
  • Funds reported $3.58B of Lemonade stock for Q2 2021, up 22% quarter-over-quarter.
  • 71 funds opened new Lemonade positions in Q2 2021 and 55 closed out, a net change of +16 holders.
  • The largest Lemonade buyer in Q2 2021 was SoftBank Group, an estimated $1.09B added.
  • The largest Lemonade seller in Q2 2021 was General Catalyst Group Management, an estimated $50.4M sold.

Based on aggregated 13F filings for Q2 2021.