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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
IIA
126
IPG Investment Advisors
California
$596K -$474K -5,218 -49%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$569K
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$567K +$63.7K +702 +16%
QP
129
Quilter Plc
United Kingdom
$561K +$26K +286 +6%
TFS
130
Thoroughbred Financial Services
Tennessee
$559K +$36.2K +399 +8%
MA
131
Mutual Advisors
Nebraska
$548K +$14K +154 +3%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$509K +$64K +705 +18%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$499K +$26K +286 +7%
CAN
134
Cetera Advisor Networks
California
$493K +$409K +4,504 New
EAM
135
Eventide Asset Management
Massachusetts
$480K +$545K +6,000 New
ETC
136
Exchange Traded Concepts
Oklahoma
$469K +$389K +4,289 New
KAS
137
Kestra Advisory Services
Texas
$467K -$11.4K -126 -3%
APP
138
Avantax Planning Partners
Iowa
$465K +$46K +507 +14%
EPA
139
Element Pointe Advisors
Florida
$460K +$453K +4,990 New
TFA
140
Teamwork Financial Advisors
Texas
$455K +$378K +4,162 New
SAM
141
Simplify Asset Management
Nevada
$448K +$47.9K +528 +15%
FMT
142
First Mercantile Trust
Tennessee
$438K -$9.08K -100 -2%
Temasek Holdings
143
Temasek Holdings
Singapore
$435K
BRWM
144
B. Riley Wealth Management
Tennessee
$399K -$54.5K -600 -14%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$391K +$19.4K +214 +6%
SPIA
146
Steward Partners Investment Advisory
New York
$391K +$54.5K +600 +20%
PA
147
Parallel Advisors
California
$380K -$46.1K -508 -13%
MML Investors Services
148
MML Investors Services
Massachusetts
$373K -$1.18K -13 -0.4%
PAG
149
Private Advisor Group
New Jersey
$363K +$65K +716 +28%
VFA
150
Valeo Financial Advisors
Indiana
$353K +$454 +5 +0.2%

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.