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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
Dimensional Fund Advisors
126
Dimensional Fund Advisors
Texas
$533K +$739K +5,725 New
IC
127
IEQ Capital
California
$529K +$733K +5,676 New
CIAS
128
Capital Investment Advisory Services
North Carolina
$526K +$133K +1,028 +22%
VFM
129
Vivid Financial Management
California
$524K -$272K -2,104 -27%
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$523K +$726K +5,618 New
KWM
131
Kingsview Wealth Management
Oregon
$493K +$152K +1,179 +30%
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$484K +$672K +5,200 New
PI
133
PEAK6 Investments
Illinois
$471K -$148K -1,147 -19%
LCM
134
Laurion Capital Management
New York
$466K
SFA
135
Souders Financial Advisors
Ohio
$456K +$44.3K +343 +8%
MA
136
Mutual Advisors
Nebraska
$452K +$5.04K +39 +0.8%
QP
137
Quilter Plc
United Kingdom
$451K +$90K +697 +17%
NFG
138
Next Financial Group
Texas
$450K +$472K +3,651 +310%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$440K +$368K +2,849 +152%
TFS
140
Thoroughbred Financial Services
Tennessee
$439K +$609K +4,714 New
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$417K +$357K +2,767 +161%
IWM
142
IHT Wealth Management
Illinois
$413K +$249K +1,924 +77%
FP
143
Financial Perspectives
Minnesota
$412K +$4.94M +38,255 +33,265%
KAS
144
Kestra Advisory Services
Texas
$409K +$237K +1,837 +72%
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$398K +$552K +4,277 New
BRWM
146
B. Riley Wealth Management
Tennessee
$396K -$70.8K -548 -11%
FMT
147
First Mercantile Trust
Tennessee
$382K
PA
148
Parallel Advisors
California
$371K +$226K +1,747 +78%
Temasek Holdings
149
Temasek Holdings
Singapore
$370K +$514K +3,978 New
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$368K +$510K +3,949 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.