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Lemonade
LMND

214 hedge funds and large institutions have $684M invested in Lemonade in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

4% more funds holding

Funds holding: 205 → 214 (+9)

1.89% more ownership

Funds ownership: 56.97% → 58.87% (+1.9%)

4% more capital invested

Capital invested by funds: $656M → $684M (+$27.9M)

17% less call options, than puts

Call options by funds: $58.5M | Put options by funds: $70.2M

Holders
214
Holders Change
+9
Holders Change %
+4.39%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
65
Reduced
47
Closed
31
Calls
$58.5M
Puts
$70.2M
Net Calls
-$11.7M
Net Calls Change
-$28M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$14.3M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$8.12M
3
Goldman Sachs
Goldman Sachs
New York
+$6.05M
4
BC
BIT Capital
Germany
+$5.35M
5
GEH
General Equity Holdings
New York
+$5.25M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$10.5M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$6.8M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$5.94M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.73M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$3.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$2.54K +$2.57K +154 New
MSG
152
Main Street Group
Virginia
$2.47K – – –
CAS
153
Coppell Advisory Solutions
Texas
$2.44K +$2.47K +148 New
AIC
154
Archer Investment Corporation
Indiana
$2.36K – – –
OPTFSNA
155
Old Point Trust & Financial Services N A
Virginia
$2.29K – – –
AF
156
Allworth Financial
California
$2.27K +$267 +16 +18%
GWM
157
Geneos Wealth Management
Colorado
$2.24K +$17 +1 +0.7%
RWMG
158
Redwood Wealth Management Group
New Jersey
$2.23K +$2.25K +135 New
ME
159
McIlrath & Eck
Washington
$2.15K -$1.02K -61 -32%
SFC
160
Strategic Financial Concepts
Texas
$2.14K +$809K +48,473 New
CHA
161
Carmichael Hill & Associates
Maryland
$2.05K – – –
PWMG
162
Private Wealth Management Group
New Jersey
$1.95K -$1.95K -117 -50%
QL
163
Quarry LP
New York
$1.77K -$1.15K -69 -39%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$1.73K -$167 -10 -9%
CB
165
CNB Bank
Pennsylvania
$1.65K – – –
FMB
166
Field & Main Bank
Kentucky
$1.65K – – –
GIA
167
GHP Investment Advisors
Colorado
$1.65K – – –
SIS
168
Sound Income Strategies
Florida
$1.65K – – –
EWA
169
EverSource Wealth Advisors
Alabama
$1.6K +$617 +37 +71%
VCM
170
Versant Capital Management
Arizona
$1.58K +$1.6K +96 New
CWM
171
CarsonAllaria Wealth Management
Illinois
$1.47K – – –
RA
172
Rise Advisors
New York
$1.32K -$1.77K -106 -57%
OA
173
Operose Advisors
Wisconsin
$1.32K – – –
HI
174
Hoey Investments
Pennsylvania
$1.32K +$1.33K +80 New
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$1.19K +$1.2K +72 New
5 6
7
8 9

LMND Hedge Fund Activity: Q2 2024 in Review

214 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q2 2024, worth a combined $684M — up 4.3% from $656M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LMND positions and 31 closed out — a net gain of 10 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $14.3M. The largest seller was Morgan Stanley, cutting an estimated $10.5M.

  • 214 institutional investors held Lemonade (LMND) as of Q2 2024, up from 205 in Q1 2024.
  • Funds reported $684M of Lemonade stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 41 funds opened new Lemonade positions in Q2 2024 and 31 closed out, a net change of +10 holders.
  • The largest Lemonade buyer in Q2 2024 was Marshall Wace, an estimated $14.3M added.
  • The largest Lemonade seller in Q2 2024 was Morgan Stanley, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.