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Lemonade

223 hedge funds and large institutions have $677M invested in Lemonade in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

29% more call options, than puts

Call options by funds: $53.8M | Put options by funds: $41.5M

4% more funds holding

Funds holding: 214223 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $684M → $677M (-$6.79M)

1.04% less ownership

Funds ownership: 58.87%57.83% (-1%)

21% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 68

Holders
223
Holders Change
+9
Holders Change %
+4.21%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
54
Reduced
68
Closed
25
Calls
$53.8M
Puts
$41.5M
Net Calls
+$12.2M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
151
Toth Financial Advisory
Virginia
$2.9K
VCM
152
Versant Capital Management
Arizona
$2.89K +$1.45K +79 +82%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$2.54K
CAS
154
Coppell Advisory Solutions
Texas
$2.51K
MSG
155
Main Street Group
Virginia
$2.47K
AIC
156
Archer Investment Corporation
Indiana
$2.36K
ME
157
McIlrath & Eck
Washington
$2.14K
HT
158
Headlands Technologies
Illinois
$2.11K +$2.35K +128 New
HWM
159
Hemington Wealth Management
Virginia
$2K +$1.83K +100 New
PWMG
160
Private Wealth Management Group
New Jersey
$1.95K
GRP
161
Global Retirement Partners
California
$1.88K -$2.75K -150 -57%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$1.83K +$716 +39 +54%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$1.7K
OPTFSNA
164
Old Point Trust & Financial Services N A
Virginia
$1.65K -$716 -39 -28%
CB
165
CNB Bank
Pennsylvania
$1.65K
SIS
166
Sound Income Strategies
Florida
$1.65K
FMB
167
Field & Main Bank
Kentucky
$1.65K
CWM
168
CarsonAllaria Wealth Management
Illinois
$1.47K
HI
169
Hoey Investments
Pennsylvania
$1.32K
OA
170
Operose Advisors
Wisconsin
$1.32K
EWA
171
EverSource Wealth Advisors
Alabama
$1.3K -$183 -10 -11%
GI
172
GAMMA Investing
California
$1.29K -$5.63K -307 -80%
RIL
173
Rothschild Investment LLC
Illinois
$1.24K +$1.1K +60 +400%
SCM
174
Sterling Capital Management
North Carolina
$1.2K +$1.34K +73 New
IAIM
175
International Assets Investment Management
Florida
$1.19K +$339K +18,480 +1,549%

LMND Hedge Fund Activity: Q3 2024 in Review

223 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q3 2024, worth a combined $677M — down 0.99% from $684M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new LMND positions and 25 closed out — a net gain of 9 holders — while 54 added to existing stakes and 68 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $9.89M. The largest seller was Susquehanna International Group, cutting an estimated $11.5M.

  • 223 institutional investors held Lemonade (LMND) as of Q3 2024, up from 214 in Q2 2024.
  • Funds reported $677M of Lemonade stock for Q3 2024, down 0.99% quarter-over-quarter.
  • 34 funds opened new Lemonade positions in Q3 2024 and 25 closed out, a net change of +9 holders.
  • The largest Lemonade buyer in Q3 2024 was D.E. Shaw & Co, an estimated $9.89M added.
  • The largest Lemonade seller in Q3 2024 was Susquehanna International Group, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2024.