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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
IFG
151
Independent Financial Group
California
$262K +$57.5K +713 +22%
LNC
152
Lincoln National Corp
Pennsylvania
$242K +$71.7K +889 +33%
PPP
153
Private Portfolio Partners
New Jersey
$242K +$56.4K +700 +24%
LSA
154
Leonteq Securities AG
Switzerland
$242K +$154K +1,907 +112%
CA
155
Cetera Advisors
Colorado
$236K +$129K +1,600 +83%
VFA
156
Valeo Financial Advisors
Indiana
$223K +$8.06K +100 +3%
PP
157
PDT Partners
New York
$221K +$266K +3,300 New
ECM
158
EMC Capital Management
Texas
$218K +$161K +2,000 +133%
Principal Financial Group
159
Principal Financial Group
Iowa
$208K -$8.22K -102 -3%
GCP
160
GSA Capital Partners
United Kingdom
$208K +$250K +3,097 New
AG
161
Algert Global
California
$205K +$246K +3,055 New
APA
162
American Portfolios Advisors
New York
$171K +$7.74K +96 +4%
PHK
163
Point72 Hong Kong
Hong Kong
$160K +$193K +2,393 New
HIIFS
164
Harel Insurance Investments & Financial Services
Israel
$158K +$7.42K +92 +4%
PA
165
Parallel Advisors
California
$157K -$91.8K -1,139 -33%
FMT
166
First Mercantile Trust
Tennessee
$134K -$161K -2,000 -50%
CCM
167
Cribstone Capital Management
Maine
$134K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$130K +$39.4K +489 +34%
Canada Life
169
Canada Life
Manitoba, Canada
$127K -$25K -310 -14%
CF
170
Centaurus Financial
California
$109K +$30.6K +379 +30%
S
171
SignatureFD
Georgia
$106K +$7.66K +95 +6%
EDRH
172
Edmond de Rothschild Holding
Switzerland
$102K
PMFA
173
Plante Moran Financial Advisors
Michigan
$101K
AWA
174
Arkadios Wealth Advisors
Georgia
$98K -$24.7K -306 -17%
AFG
175
Albion Financial Group
Utah
$93K +$17.7K +220 +19%

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.