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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
RE
201
RBC Europe
United Kingdom
$145K +$15.9K +175 +15%
GWM
202
Geneos Wealth Management
Colorado
$138K -$15.1K -166 -11%
CF
203
Centaurus Financial
California
$136K +$9.08K +100 +9%
PAM
204
Panagora Asset Management
Massachusetts
$135K
AFG
205
Albion Financial Group
Utah
$128K +$106K +1,167 New
ECM
206
EMC Capital Management
Texas
$121K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$113K +$24.9K +274 +36%
BWP
208
Baldwin Wealth Partners
Massachusetts
$109K +$18.2K +200 +25%
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$108K +$28.1K +309 +46%
Asset Management One
210
Asset Management One
Japan
$105K +$6.54K +72 +8%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$102K
Macquarie Group
212
Macquarie Group
Australia
$100K -$27.4K -302 -25%
MIFH
213
Migdal Insurance & Financial Holdings
Israel
$72K +$36.5K +402 +159%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$64K
APP
215
Alpha Paradigm Partners
Illinois
$62K
CLOS
216
Compagnie Lombard Odier SCmA
Switzerland
$58K
BU
217
BBVA USA
Alabama
$55K +$45.4K +500 New
PFBT
218
Parkside Financial Bank & Trust
Missouri
$47K +$1.82K +20 +5%
BFC
219
Bedel Financial Consulting
Indiana
$47K +$22.7K +250 +137%
FP
220
Financial Perspectives
Minnesota
$45.1K -$3.45M -37,958 -99%
MSFP
221
Mark Sheptoff Financial Planning
Connecticut
$44K
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$44K +$36K +397 New
HI
223
Harbour Investments
Wisconsin
$43K +$3.36K +37 +10%
CFO
224
CVA Family Office
Colorado
$43K +$31.8K +350 +778%
WP
225
WealthShield Partners
North Carolina
$36K +$1.91K +21 +7%

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.