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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
CAGAS
301
Capital Advisory Group Advisory Services
Minnesota
$1K
HS
302
Horan Securities
United States
$1K
IHWM
303
Iron Horse Wealth Management
Iowa
$1K
MIM
304
Macroview Investment Management
Maryland
$1K
PFA
305
Professional Financial Advisors
Nebraska
$1K
WWM
306
Wolff Wiese Magana
California
$1K
CFA
307
Carroll Financial Associates
North Carolina
$1K +$454 +5 +100%
QCG
308
Quadrant Capital Group
Ohio
$1K +$454 +5 New
MCM
309
Manchester Capital Management
Vermont
$1K +$908 +10 New
BCA
310
Berman Capital Advisors
Georgia
$1K +$1.45K +16 +200%
AIG
311
American International Group
New York
$56 +$10.4K +114 +29%
N
312
Natixis
France
-$41.8M -449,240 Closed
AI
313
Alphabet Inc
California
-$16.5M -177,698 Closed
RPI
314
Railway Pension Investments
United Kingdom
-$6.86M -73,619 Closed
Bank of Montreal
315
Bank of Montreal
Ontario, Canada
-$4.83M -50,821 Closed
Capital World Investors
316
Capital World Investors
California
-$4.66M -50,000 Closed
Squarepoint
317
Squarepoint
New York
-$2.92M -31,332 Closed
HLA
318
Hamilton Lane Advisors
Pennsylvania
-$2.69M -28,880 Closed
CSS
319
Cubist Systematic Strategies
Connecticut
-$2.62M -28,150 Closed
WMRU
320
William Marsh Rice University
Texas
-$2.18M -23,393 Closed
CAM
321
Connacht Asset Management
New York
-$1.67M -17,880 Closed
Canada Pension Plan Investment Board
322
Canada Pension Plan Investment Board
Ontario, Canada
-$1.47M -15,802 Closed
AWM
323
Avitas Wealth Management
California
-$1.05M -11,290 Closed
D.E. Shaw & Co
324
D.E. Shaw & Co
New York
-$944K -10,393 Closed
SEI Investments
325
SEI Investments
Pennsylvania
-$1.2M -9,838 Closed

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.