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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
Asset Management One
176
Asset Management One
Japan
$84K +$23.8K +295 +30%
RE
177
RBC Europe
United Kingdom
$82.1K -$8.06K -100 -8%
BWP
178
Baldwin Wealth Partners
Massachusetts
$67K
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$66K -$5K -62 -6%
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$63.4K -$2.98K -37 -4%
BFEC
181
Benjamin F. Edwards & Company
Missouri
$63K
Macquarie Group
182
Macquarie Group
Australia
$61K
KA
183
Kozak & Associates
Colorado
$60K +$78.4K +973 New
GWM
184
Geneos Wealth Management
Colorado
$37K -$56.8K -705 -55%
AIG
185
American International Group
New York
$31K -$4.27K -53 -10%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$30K +$403 +5 +1%
BFC
187
Bedel Financial Consulting
Indiana
$29K
FP
188
Financial Perspectives
Minnesota
$27.6K
MSFP
189
Mark Sheptoff Financial Planning
Connecticut
$27K
HI
190
Harbour Investments
Wisconsin
$24K -$3.47K -43 -11%
MIFH
191
Migdal Insurance & Financial Holdings
Israel
$22K -$26.4K -328 -50%
BCV
192
Banque Cantonale Vaudoise
Switzerland
$21K
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$20K -$7.98K -99 -25%
FWM
194
Focused Wealth Management
New York
$20K
KPCM
195
Kings Point Capital Management
New York
$20K +$4.03K +50 +20%
EVM
196
Eaton Vance Management
Massachusetts
$20K +$20.2K +250 +100%
GWSG
197
GPS Wealth Strategies Group
Colorado
$18K -$4.84K -60 -19%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$17K -$4.43K -55 -18%
BWM
199
BerganKDV Wealth Management
Minnesota
$17K -$2.1K -26 -9%
JFA
200
JNBA Financial Advisors
Minnesota
$17K

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.