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Lemonade

286 hedge funds and large institutions have $2.37B invested in Lemonade in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 68 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 68

4.2% more ownership

Funds ownership: 53.29%57.49% (+4.2%)

9% less funds holding

Funds holding: 315286 (-29)

34% less capital invested

Capital invested by funds: $3.58B → $2.37B (-$1.21B)

34% less call options, than puts

Call options by funds: $234M | Put options by funds: $354M

37% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 68

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
286
Holders Change
-29
Holders Change %
-9.21%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
43
Increased
103
Reduced
68
Closed
68
Calls
$234M
Puts
$354M
Net Calls
-$120M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Ancora Advisors
Ohio
$7K +$8.06K +100 New
TWM
227
Tradition Wealth Management
Minnesota
$7K +$8.06K +100 New
AWM
228
Avior Wealth Management
Nebraska
$6K -$161 -2 -2%
SWA
229
SOA Wealth Advisors
New York
$6K
WWMSC
230
Wagner Wealth Management (South Carolina)
South Carolina
$6K
AWM
231
Adams Wealth Management
Utah
$6K +$6.85K +85 New
BDWM
232
Brewin Dolphin Wealth Management
Ireland
$5.5K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$5K
TFM
234
TFC Financial Management
Massachusetts
$5K
TCM
235
Tradewinds Capital Management
Washington
$5K
AF
236
Advisornet Financial
Minnesota
$5K +$3.95K +49 +158%
HWA
237
Heritage Wealth Advisors
Virginia
$4.89K
MAM
238
Meeder Asset Management
Ohio
$4K -$806 -10 -16%
IA
239
IFP Advisors
Florida
$4K
NL
240
NVWM LLC
Pennsylvania
$4K
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$4K
MS
242
Mizuho Securities
Japan
$4K +$403 +5 +9%
AII
243
AGF Investments Inc
Ontario, Canada
$4K +$4.35K +54 New
GEA
244
Glen Eagle Advisors
New Jersey
$3.42K +$2.1K +26 +104%
CMA
245
Cedar Mountain Advisors
Oregon
$3K
Credit Agricole
246
Credit Agricole
France
$3K
HPC
247
HM Payson & Co
Maine
$3K
HR
248
Howe & Rusling
New York
$3K
LWANC
249
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
RIM
250
Rockbridge Investment Management
New York
$3K +$1.61K +20 +100%

LMND Hedge Fund Activity: Q3 2021 in Review

286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q3 2021, worth a combined $2.37B — down 34% from $3.58B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of LMND and 43 opened new positions — a net loss of 25 holders — while 68 trimmed existing stakes and 103 added.

The largest buyer was Two Sigma Investments, adding an estimated $67.5M. The largest seller was Amundi, exiting entirely with an estimated $57M sold.

  • 286 institutional investors held Lemonade (LMND) as of Q3 2021, down from 315 in Q2 2021.
  • Funds reported $2.37B of Lemonade stock for Q3 2021, down 34% quarter-over-quarter.
  • 43 funds opened new Lemonade positions in Q3 2021 and 68 closed out, a net change of -25 holders.
  • The largest Lemonade buyer in Q3 2021 was Two Sigma Investments, an estimated $67.5M added.
  • The largest Lemonade seller in Q3 2021 was Amundi, an estimated $57M sold.

Based on aggregated 13F filings for Q3 2021.