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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
LPWM
201
Lake Point Wealth Management
Texas
$17K
TRCT
202
Tower Research Capital (TRC)
New York
$16K +$6.13K +76 +48%
CHA
203
Carmichael Hill & Associates
Maryland
$15K +$8.06K +100 +81%
CCA
204
Column Capital Advisors
Indiana
$14K
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$13.4K +$16.1K +200 New
AL
206
ADE LLC
Maryland
$13K
KC
207
Knuff & Co
California
$13K +$8.06K +100 +100%
SIM
208
Sonora Investment Management
Arizona
$13K +$16.1K +200 New
TFA
209
Toth Financial Advisory
Virginia
$12K +$8.06K +100 +132%
ME
210
McIlrath & Eck
Washington
$11K
AWM
211
Activest Wealth Management
Florida
$11K +$7.9K +98 +146%
CTC
212
Central Trust Company
Missouri
$10K
CCM
213
Covington Capital Management
California
$10K
AIC
214
Archer Investment Corporation
Indiana
$9.58K -$8.14K -101 -41%
GKWIM
215
Gerber Kawasaki Wealth & Investment Management
California
$9K +$726 +9 New
RA
216
Rational Advisors
New York
$9K +$11K +136 New
FHA
217
First Horizon Advisors
Tennessee
$8K
OAJ
218
Ogorek Anthony Joseph
New York
$8K +$9.84K +122 New
ADL
219
Asset Dedication LLC
California
$7K
FRA
220
Front Row Advisors
California
$7K
OIA
221
Optimum Investment Advisors
Illinois
$7K
SSB
222
Sandy Spring Bank
Maryland
$7K
SWM
223
Sugarloaf Wealth Management
Georgia
$7K
TC
224
Truvestments Capital
Florida
$7K
BCA
225
Berman Capital Advisors
Georgia
$7K +$6.69K +83 +346%

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.