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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
TC
251
Truvestments Capital
Florida
$11K
WWMSC
252
Wagner Wealth Management (South Carolina)
South Carolina
$11K
ADL
253
Asset Dedication LLC
California
$11K +$9.08K +100 New
CI
254
CX Institutional
Indiana
$11K +$9.08K +100 New
KC
255
Knuff & Co
California
$11K +$9.08K +100 New
SWA
256
SOA Wealth Advisors
New York
$10K
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$9K
HWA
258
HHM Wealth Advisors
Tennessee
$9K +$5.54K +61 +305%
BDWM
259
Brewin Dolphin Wealth Management
Ireland
$8.97K
TFA
260
Toth Financial Advisory
Virginia
$8K -$8.17K -90 -54%
TFM
261
TFC Financial Management
Massachusetts
$8K
TCM
262
Tradewinds Capital Management
Washington
$8K
IA
263
IFP Advisors
Florida
$8K +$3K +33 +87%
HWA
264
Heritage Wealth Advisors
Virginia
$7.99K
AWM
265
Activest Wealth Management
Florida
$7K
FRA
266
Front Row Advisors
California
$7K
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$7K
MAM
268
Meeder Asset Management
Ohio
$7K +$1.45K +16 +33%
SOW
269
State of Wyoming
Wyoming
$7K +$5.99K +66 New
MS
270
Mizuho Securities
Japan
$6K -$272 -3 -5%
RFA
271
Reilly Financial Advisors
California
$6K +$4K +44 +440%
NL
272
NVWM LLC
Pennsylvania
$6K +$5.08K +56 New
HR
273
Howe & Rusling
New York
$5K -$1.54K -17 -25%
LWANC
274
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K -$1.36K -15 -23%
CMA
275
Cedar Mountain Advisors
Oregon
$5K

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.