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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
CLOS
251
Compagnie Lombard Odier SCmA
Switzerland
$2K -$40.3K -500 -95%
CFGS
252
Concourse Financial Group Securities
Alabama
$2K
GWS
253
Glassman Wealth Services
Virginia
$2K
PWMG
254
Prestige Wealth Management Group
New Jersey
$2K
GRP
255
Global Retirement Partners
California
$2K +$242 +3 +15%
KTC
256
Kistler-Tiffany Companies
Pennsylvania
$2K +$322 +4 +20%
BIA
257
Bell Investment Advisors
California
$2K +$2.26K +28 New
TWA
258
TCI Wealth Advisors
Arizona
$2K +$2.42K +30 New
DSC
259
Duncker Streett & Co
Missouri
$2K +$2.98K +37 New
TPCW
260
TD Private Client Wealth
New York
$1.81K +$2.18K +27 New
HWA
261
HHM Wealth Advisors
Tennessee
$1K -$5.32K -66 -81%
SOW
262
State of Wyoming
Wyoming
$1K -$3.63K -45 -68%
CFD
263
Creative Financial Designs
Indiana
$1K -$2.42K -30 -77%
BWA
264
BDO Wealth Advisors
Florida
$1K
CWA
265
Carolina Wealth Advisors
South Carolina
$1K
CA
266
Centerpoint Advisors
Massachusetts
$1K
CA
267
Clearstead Advisors
Ohio
$1K
DWA
268
Delos Wealth Advisors
Texas
$1K
EFSCE
269
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
HFS
270
Horizon Financial Services
North Carolina
$1K
MIM
271
Macroview Investment Management
Maryland
$1K
NWM
272
Navigation Wealth Management
Colorado
$1K
NSIM
273
North Star Investment Management
Illinois
$1K
PFA
274
Professional Financial Advisors
Nebraska
$1K
WWM
275
Wolff Wiese Magana
California
$1K

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.