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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
Credit Agricole
276
Credit Agricole
France
$5K
HPC
277
HM Payson & Co
Maine
$5K +$636 +7 +16%
WAS
278
Winch Advisory Services
Wisconsin
$5K +$4.18K +46 New
BBL
279
Beck Bode LLC
Massachusetts
$5K +$4.45K +49 New
LC
280
Lindbrook Capital
California
$5K +$4.54K +50 New
Nomura Holdings
281
Nomura Holdings
Japan
$4K -$8.35M -92,005 -100%
CFD
282
Creative Financial Designs
Indiana
$4K +$363 +4 +11%
GWS
283
Glassman Wealth Services
Virginia
$3K
PWMG
284
Prestige Wealth Management Group
New Jersey
$3K
AF
285
Advisornet Financial
Minnesota
$3K +$999 +11 +55%
CFGS
286
Concourse Financial Group Securities
Alabama
$3K +$2.27K +25 New
GEA
287
Glen Eagle Advisors
New Jersey
$2.73K
Bank Julius Baer & Co
288
Bank Julius Baer & Co
Switzerland
$2K -$61.9K -682 -97%
CA
289
Clearstead Advisors
Ohio
$2K -$28K -308 -95%
CA
290
Centerpoint Advisors
Massachusetts
$2K
EFSCE
291
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
GRP
292
Global Retirement Partners
California
$2K
HFS
293
Horizon Financial Services
North Carolina
$2K
RIM
294
Rockbridge Investment Management
New York
$2K
KTC
295
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.27K +14 +233%
DWA
296
Delos Wealth Advisors
Texas
$2K +$1.36K +15 New
CWA
297
Carolina Wealth Advisors
South Carolina
$2K +$1.45K +16 New
PGWM
298
Parisi Gray Wealth Management
New Jersey
$2K +$1.45K +16 New
BWA
299
BDO Wealth Advisors
Florida
$2K +$1.82K +20 New
NSIM
300
North Star Investment Management
Illinois
$2K +$1.82K +20 New

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.