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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
Principal Financial Group
151
Principal Financial Group
Iowa
$350K +$85.7K +944 +42%
IFG
152
Independent Financial Group
California
$349K +$290K +3,190 New
Prudential Financial
153
Prudential Financial
New Jersey
$347K +$52K +573 +22%
IAA
154
Independent Advisor Alliance
North Carolina
$345K +$4K +44 +1%
MIH
155
Meitav Investment House
Israel
$328K
ARG
156
Advisory Resource Group
Oklahoma
$325K +$69.6K +766 +35%
KA
157
Kovack Advisors
Florida
$321K +$8.26K +91 +3%
PPP
158
Private Portfolio Partners
New Jersey
$318K +$56.4K +621 +27%
UR
159
USCA RIA
Texas
$306K +$13.6K +150 +6%
Deutsche Bank
160
Deutsche Bank
Germany
$303K +$33.8K +372 +16%
LNC
161
Lincoln National Corp
Pennsylvania
$298K +$18.2K +200 +8%
PWAC
162
Private Wealth Advisors (California)
California
$298K +$247K +2,725 New
BPA
163
Beacon Pointe Advisors
California
$296K +$246K +2,709 New
AWS
164
AJ Wealth Strategies
New York
$284K +$236K +2,595 New
HIIFS
165
Harel Insurance Investments & Financial Services
Israel
$283K +$115K +1,264 +126%
BFM
166
Boothbay Fund Management
New York
$277K +$230K +2,531 New
PAMU
167
Pictet Asset Management (UK)
United Kingdom
$275K
APA
168
American Portfolios Advisors
New York
$269K -$6.45K -71 -3%
MSRPS
169
Maryland State Retirement & Pension System
Maryland
$268K
PP
170
Paloma Partners
Connecticut
$268K +$22.4K +247 +11%
WS
171
Wedbush Securities
California
$267K +$222K +2,442 New
EBT
172
Enterprise Bank & Trust
Massachusetts
$263K
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$255K +$212K +2,333 New
SNN
174
Shen Neil Nanpeng
$247K
Cerity Partners
175
Cerity Partners
New York
$247K +$205K +2,255 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.