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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
HighTower Advisors
126
HighTower Advisors
Illinois
$405K -$82.7K -1,026 -14%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$396K +$101K +1,256 +27%
Victory Capital Management
128
Victory Capital Management
Texas
$384K -$76.7K -951 -14%
KWM
129
Kingsview Wealth Management
Oregon
$377K +$16K +199 +4%
TFS
130
Thoroughbred Financial Services
Tennessee
$370K +$33.1K +410 +8%
CS
131
Candriam SCA
Luxembourg
$369K
PAG
132
Private Advisor Group
New Jersey
$366K +$173K +2,145 +65%
DADC
133
D.A. Davidson & Co
Montana
$365K -$359K -4,458 -45%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$355K +$9.35K +116 +2%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$348K
QP
136
Quilter Plc
United Kingdom
$344K
BAM
137
Blueshift Asset Management
New Jersey
$335K +$403K +5,005 New
MA
138
Mutual Advisors
Nebraska
$324K -$14.3K -177 -4%
CAN
139
Cetera Advisor Networks
California
$322K +$23.9K +296 +7%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$321K +$18.2K +226 +5%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$320K +$96.7K +1,200 +34%
XT
142
XTX Topco
Cayman Islands
$316K +$380K +4,711 New
CIAS
143
Capital Investment Advisory Services
North Carolina
$315K -$74.6K -925 -16%
Prudential Financial
144
Prudential Financial
New Jersey
$299K +$72.4K +898 +28%
MML Investors Services
145
MML Investors Services
Massachusetts
$294K +$79.1K +981 +29%
KAS
146
Kestra Advisory Services
Texas
$290K +$5.24K +65 +2%
EGM
147
Engineers Gate Manager
New York
$286K +$344K +4,271 New
SPIA
148
Steward Partners Investment Advisory
New York
$285K +$54.3K +673 +19%
APP
149
Avantax Planning Partners
Iowa
$284K -$564 -7 -0.2%
Temasek Holdings
150
Temasek Holdings
Singapore
$267K

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.