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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
Treasurer of the State of North Carolina
76
Treasurer of the State of North Carolina
North Carolina
$1.46M +$99K +1,090 +9%
BRWA
77
B. Riley Wealth Advisors
Florida
$1.45M -$147K -1,622 -11%
ASN
78
Advisory Services Network
Georgia
$1.43M +$44.9K +494 +4%
Jane Street
79
Jane Street
New York
$1.43M -$14.1M -155,321 -92%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$1.4M -$427K -4,698 -27%
MA
81
Mezzasalma Advisors
New Jersey
$1.38M +$5.63K +62 +0.5%
VanEck Associates
82
VanEck Associates
New York
$1.36M +$216K +2,375 +24%
MHP
83
Manatuck Hill Partners
Connecticut
$1.31M +$1.09M +12,000 New
US Bancorp
84
US Bancorp
Minnesota
$1.29M +$534K +5,884 +100%
JMPWA
85
JP Morgan Private Wealth Advisors
California
$1.26M -$1.48M -16,287 -59%
CG
86
Cutler Group
California
$1.26M -$98.6K -1,086 -9%
SW
87
SteelPeak Wealth
California
$1.18M -$86.8K -956 -8%
Creative Planning
88
Creative Planning
Kansas
$1.14M -$245K -2,694 -20%
CC
89
Centiva Capital
New York
$1.13M -$186K -2,046 -17%
V
90
Veritable
Delaware
$1.11M +$85K +936 +10%
ASRS
91
Arizona State Retirement System
Arizona
$1.09M -$45.1K -497 -5%
DADC
92
D.A. Davidson & Co
Montana
$1.08M +$73.3K +807 +9%
SWM
93
Spire Wealth Management
Virginia
$1.05M +$23.5K +259 +3%
SM
94
SG3 Management
Puerto Rico
$1.04M +$863K +9,500 New
Ameriprise
95
Ameriprise
Minnesota
$997K -$53.2K -586 -6%
William Blair & Company
96
William Blair & Company
Illinois
$977K +$79.3K +873 +11%
IC
97
IEQ Capital
California
$956K +$278K +3,062 +54%
GAM
98
Griffin Asset Management
New York
$913K -$289K -3,188 -28%
AR
99
Advisory Research
Illinois
$909K +$18.2K +200 +2%
Handelsbanken Fonder
100
Handelsbanken Fonder
Sweden
$886K +$735K +8,100 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.