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Lemonade

300 hedge funds and large institutions have $2.94B invested in Lemonade in 2021 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 114 increasing their positions, 44 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 44

122% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 54

26% more funds holding

Funds holding: 238300 (+62)

27.65% less ownership

Funds ownership: 59.62%31.97% (-28%)

29% less capital invested

Capital invested by funds: $4.14B → $2.94B (-$1.2B)

35% less call options, than puts

Call options by funds: $311M | Put options by funds: $482M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
300
Holders Change
+62
Holders Change %
+26.05%
% of All Funds
5.27%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
120
Increased
114
Reduced
44
Closed
54
Calls
$311M
Puts
$482M
Net Calls
-$171M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Ancora Advisors
Ohio
-$178K -1,450 Closed
NWA
327
Navis Wealth Advisors
New York
-$98K -800 Closed
OIM
328
Oder Investment Management
California
-$44K -356 Closed
JCM
329
Jacobi Capital Management
Pennsylvania
-$43K -350 Closed
EW
330
Evoke Wealth
California
-$37K -305 Closed
EWA
331
Evolution Wealth Advisors
Florida
-$34K -275 Closed
ICP
332
Interchange Capital Partners
Pennsylvania
-$32K -265 Closed
TFS
333
TrustCore Financial Services
Tennessee
-$31K -250 Closed
AWA
334
Arkadios Wealth Advisors
Georgia
-$20K -171 Closed
PFO
335
Pathstone Family Office
New Jersey
-$18K -150 Closed
SIM
336
Seaview Investment Managers
Florida
-$15K -126 Closed
FCH
337
Freestone Capital Holdings
Washington
-$12.5K -102 Closed
LC
338
Lindbrook Capital
California
-$12K -100 Closed
TIM
339
Tortoise Investment Management
New York
-$12K -100 Closed
EWM
340
Edge Wealth Management
New York
-$4K -30 Closed
VCG
341
Vantage Consulting Group
Virginia
-$3K -23 Closed
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
-$2K -20 Closed
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
-$2K -15 Closed
ARMC
344
American Research & Management Company
Massachusetts
-$2K -14 Closed
SBL
345
Sargent Bickham Lagudis
Colorado
-$1K -8 Closed
DSC
346
Duncker Streett & Co
Missouri
-$1K -5 Closed
SIC
347
Salem Investment Counselors
North Carolina
+$129 +1 New
DI
348
Disciplined Investments
Oklahoma
+$258 +2 New
COCM
349
Charter Oak Capital Management
New Hampshire
+$387 +3 New
NWM
350
Navigation Wealth Management
Colorado
+$387 +3 New

LMND Hedge Fund Activity: Q1 2021 in Review

300 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q1 2021, worth a combined $2.94B — down 29% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new LMND positions and 54 closed out — a net gain of 66 holders — while 114 added to existing stakes and 44 trimmed.

The largest buyer was Vanguard Group, adding an estimated $166M. The largest seller was SoftBank Group, exiting entirely with an estimated $1.55B sold.

  • 300 institutional investors held Lemonade (LMND) as of Q1 2021, up from 238 in Q4 2020.
  • Funds reported $2.94B of Lemonade stock for Q1 2021, down 29% quarter-over-quarter.
  • 120 funds opened new Lemonade positions in Q1 2021 and 54 closed out, a net change of +66 holders.
  • The largest Lemonade buyer in Q1 2021 was Vanguard Group, an estimated $166M added.
  • The largest Lemonade seller in Q1 2021 was SoftBank Group, an estimated $1.55B sold.

Based on aggregated 13F filings for Q1 2021.