We are live on ! Find out more
LMND icon

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
SoftBank Group
1
SoftBank Group
Japan
$1.31B +$1.09B +11,983,384 New
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$557M +$132M +1,452,085 +40%
Vanguard Group
3
Vanguard Group
Pennsylvania
$312M +$33.7M +371,170 +15%
JP Morgan Chase
4
JP Morgan Chase
New York
$189M +$39.5M +435,500 +34%
GCGM
5
General Catalyst Group Management
Massachusetts
$165M -$50.4M -555,557 -27%
BlackRock
6
BlackRock
New York
$128M +$4.4M +48,480 +4%
State Street
7
State Street
Massachusetts
$64.9M +$13.2M +145,588 +33%
ZCI
8
Zevenbergen Capital Investments
Washington
$62.3M +$1.63M +17,909 +3%
Amundi
9
Amundi
France
$57M +$47.3M +520,925 New
Coatue Management
10
Coatue Management
New York
$47.2M -$13.6M -150,271 -26%
LFDLE
11
La Financiere de L'Echiquier
France
$39.8M +$3.59M +39,506 +12%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$39.2M -$24.2M -267,023 -43%
Morgan Stanley
13
Morgan Stanley
New York
$37.6M +$2.68M +29,542 +9%
Bank of America
14
Bank of America
North Carolina
$37.5M +$23M +252,863 +281%
CS
15
Credit Suisse
Switzerland
$35.7M +$6.62M +72,896 +30%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$30.4M -$614K -6,761 -2%
Mitsubishi UFJ Trust & Banking
17
Mitsubishi UFJ Trust & Banking
Japan
$28.4M +$23.6M +259,550 New
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$24M -$16M -176,418 -45%
SC
19
Sculptor Capital
New York
$21.3M +$154K +1,700 +0.9%
Norges Bank
20
Norges Bank
Norway
$19.3M -$2.95M -32,529 -16%
HCM
21
Hitchwood Capital Management
New York
$15.9M +$8.63M +95,000 +190%
Northern Trust
22
Northern Trust
Illinois
$15M +$550K +6,058 +5%
N
23
Nuveen
North Carolina
$12.7M +$812K +8,945 +8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.3M +$1.64M +18,067 +21%
TRSOTSOK
25
Teachers Retirement System of the State of Kentucky
Kentucky
$11.2M +$2.33M +25,637 +33%

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.