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Lemonade

238 hedge funds and large institutions have $4.14B invested in Lemonade in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

431% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 26

195% more capital invested

Capital invested by funds: $1.4B → $4.14B (+$2.74B)

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

138% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 26

87% more funds holding

Funds holding: 127238 (+111)

12% more call options, than puts

Call options by funds: $332M | Put options by funds: $296M

9.73% more ownership

Funds ownership: 49.89%59.62% (+9.7%)

Holders
238
Holders Change
+111
Holders Change %
+87.4%
% of All Funds
4.21%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
138
Increased
62
Reduced
26
Closed
26
Calls
$332M
Puts
$296M
Net Calls
+$36.6M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SoftBank Group
1
SoftBank Group
Japan
$1.47B
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$402M +$8.53M +115,717 +4%
SIVVM
3
SC Israel Venture V Management
Israel
$373M +$224M +3,041,173 New
GCGM
4
General Catalyst Group Management
Massachusetts
$316M +$190M +2,577,851 New
JP Morgan Chase
5
JP Morgan Chase
New York
$200M -$1.64M -22,274 -1%
Axa
6
Axa
France
$189M -$56M -758,884 -33%
Vanguard Group
7
Vanguard Group
Pennsylvania
$146M +$17.6M +238,211 +25%
AI
8
Alphabet Inc
California
$101M
TCMNY
9
Thrive Capital Management (New York)
New York
$90.4M -$26.8M -363,535 -33%
BlackRock
10
BlackRock
New York
$82.6M +$7.45M +101,035 +18%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$80.5M +$20.9M +284,015 +76%
AAMU
12
Amundi Asset Management US
Massachusetts
$78.5M +$47.3M +640,929 New
ZCI
13
Zevenbergen Capital Investments
Washington
$64.4M +$5.16M +69,985 +15%
Morgan Stanley
14
Morgan Stanley
New York
$40.1M +$9.26M +125,513 +62%
LFDLE
15
La Financiere de L'Echiquier
France
$38.8M +$8.1M +109,800 +53%
Capital World Investors
16
Capital World Investors
California
$30.9M -$12M -163,000 -39%
HCM
17
Hitchwood Capital Management
New York
$27.6M +$16.6M +225,000 New
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$26.3M +$688K +9,329 +5%
CS
19
Credit Suisse
Switzerland
$20.7M +$11.9M +161,175 +2,177%
Jennison Associates
20
Jennison Associates
New York
$17.7M -$6.39M -86,581 -37%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$16.7M +$450K +6,105 +5%
State Street
22
State Street
Massachusetts
$15.1M +$2.7M +36,558 +42%
GIM
23
Granahan Investment Management
Massachusetts
$15M -$2.06M -27,938 -19%
GGHC
24
Gilder Gagnon Howe & Co
New York
$12.4M -$29.9K -405 -0.4%
E
25
Ergoteles
New York
$11.7M +$7.07M +95,803 New

LMND Hedge Fund Activity: Q4 2020 in Review

238 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q4 2020, worth a combined $4.14B — up 195% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new LMND positions and 26 closed out — a net gain of 112 holders — while 62 added to existing stakes and 26 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $47.3M. The largest seller was Axa, cutting an estimated $56M.

  • 238 institutional investors held Lemonade (LMND) as of Q4 2020, up from 127 in Q3 2020.
  • Funds reported $4.14B of Lemonade stock for Q4 2020, up 195% quarter-over-quarter.
  • 138 funds opened new Lemonade positions in Q4 2020 and 26 closed out, a net change of +112 holders.
  • The largest Lemonade buyer in Q4 2020 was Amundi Asset Management US, an estimated $47.3M added.
  • The largest Lemonade seller in Q4 2020 was Axa, an estimated $56M sold.

Based on aggregated 13F filings for Q4 2020.