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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
BP
326
BBR Partners
New York
-$218K -1,997 Closed
WSTAM
327
Wilbanks Smith & Thomas Asset Management
Virginia
-$208K -1,903 Closed
PAM
328
Panagora Asset Management
Massachusetts
-$135K -1,230 Closed
APP
329
Alpha Paradigm Partners
Illinois
-$62K -567 Closed
BU
330
BBVA USA
Alabama
-$55K -500 Closed
CFO
331
CVA Family Office
Colorado
-$43K -395 Closed
WP
332
WealthShield Partners
North Carolina
-$36K -333 Closed
HI
333
Hudock Inc
Pennsylvania
-$21K -200 Closed
FWM
334
FFT Wealth Management
Pennsylvania
-$22K -199 Closed
HNB
335
Huntington National Bank
Ohio
-$13K -121 Closed
CI
336
CX Institutional
Indiana
-$11K -100 Closed
RFA
337
Reilly Financial Advisors
California
-$6K -54 Closed
LC
338
Lindbrook Capital
California
-$5K -50 Closed
BBL
339
Beck Bode LLC
Massachusetts
-$5K -49 Closed
WAS
340
Winch Advisory Services
Wisconsin
-$5K -46 Closed
Nomura Holdings
341
Nomura Holdings
Japan
-$4K -41 Closed
Bank Julius Baer & Co
342
Bank Julius Baer & Co
Switzerland
-$2K -18 Closed
PGWM
343
Parisi Gray Wealth Management
New Jersey
-$2K -16 Closed
CAGAS
344
Capital Advisory Group Advisory Services
Minnesota
-$1K -10 Closed
MCM
345
Manchester Capital Management
Vermont
-$1K -10 Closed
QCG
346
Quadrant Capital Group
Ohio
-$161 -2 -40%
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
+$161 +2 New
SCA
348
Stonebridge Capital Advisors
Minnesota
+$242 +3 New
AF
349
Allworth Financial
California
+$322 +4 New

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.