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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
TFO
276
Tarbox Family Office
California
$1K +$1.05K +13 New
SWA
277
Sutton Wealth Advisors
Florida
$804 +$967 +12 New
Amundi
278
Amundi
France
-$57M -520,925 Closed
Coatue Management
279
Coatue Management
New York
-$47.2M -431,835 Closed
First Trust Advisors
280
First Trust Advisors
Illinois
-$8.66M -79,129 Closed
PI
281
PEAK6 Investments
Illinois
-$3.54M -43,872 Closed
Kayne Anderson Rudnick Investment Management
282
Kayne Anderson Rudnick Investment Management
California
-$4.41M -40,273 Closed
SO
283
STRS Ohio
Ohio
-$2.67M -24,425 Closed
AA
284
Antipodean Advisors
New York
-$2.19M -20,000 Closed
CAC
285
Cowen and Company
New York
-$2.19M -20,000 Closed
BRWA
286
B. Riley Wealth Advisors
Florida
-$1.45M -13,260 Closed
SW
287
SteelPeak Wealth
California
-$1.18M -10,756 Closed
SM
288
SG3 Management
Puerto Rico
-$1.04M -9,500 Closed
AR
289
Advisory Research
Illinois
-$909K -8,304 Closed
HF
290
HRT Financial
New York
-$867K -7,927 Closed
M&T Bank
291
M&T Bank
New York
-$752K -6,877 Closed
Dimensional Fund Advisors
292
Dimensional Fund Advisors
Texas
-$674K -6,164 Closed
EAM
293
Eventide Asset Management
Massachusetts
-$480K -6,000 Closed
EPC
294
Emerson Point Capital
New York
-$629K -5,746 Closed
IIA
295
IPG Investment Advisors
California
-$596K -5,450 Closed
EPA
296
Element Pointe Advisors
Florida
-$460K -4,990 Closed
SAM
297
Simplify Asset Management
Nevada
-$331K -4,102 Closed
BRWM
298
B. Riley Wealth Management
Tennessee
-$399K -3,651 Closed
IAA
299
Independent Advisor Alliance
North Carolina
-$345K -3,154 Closed
MIH
300
Meitav Investment House
Israel
-$328K -3,000 Closed

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.