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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
SoftBank Group
1
SoftBank Group
Japan
$803M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$337M -$5.08M -63,055 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$224M +$39M +484,394 +17%
JP Morgan Chase
4
JP Morgan Chase
New York
$126M +$12.3M +153,038 +9%
GCGM
5
General Catalyst Group Management
Massachusetts
$101M
BlackRock
6
BlackRock
New York
$97.7M +$23.5M +290,931 +25%
Morgan Stanley
7
Morgan Stanley
New York
$58M +$42M +520,747 +151%
Two Sigma Investments
8
Two Sigma Investments
New York
$56.5M +$67.5M +837,674 +14,696%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$48.3M +$29.2M +361,681 +101%
State Street
10
State Street
Massachusetts
$44.7M +$6.01M +74,539 +13%
Voloridge Investment Management
11
Voloridge Investment Management
Florida
$39.2M +$29.5M +366,029 +167%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$38.5M +$46.3M +574,700 New
ZCI
13
Zevenbergen Capital Investments
Washington
$36.5M -$1.99M -24,680 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$29.9M +$13.6M +168,572 +61%
LFDLE
15
La Financiere de L'Echiquier
France
$27.4M +$3.62M +44,894 +12%
Mitsubishi UFJ Trust & Banking
16
Mitsubishi UFJ Trust & Banking
Japan
$17M -$530K -6,570 -3%
SC
17
Sculptor Capital
New York
$16.3M +$3.9M +48,400 +25%
CS
18
Credit Suisse
Switzerland
$13.3M -$9.68M -120,090 -38%
Charles Schwab
19
Charles Schwab
California
$12.6M +$7.44M +92,327 +97%
Northern Trust
20
Northern Trust
Illinois
$10.9M +$2.12M +26,294 +19%
Citadel Advisors
21
Citadel Advisors
Florida
$10.4M +$5.97M +74,101 +92%
N
22
Nuveen
North Carolina
$8.29M -$210K -2,606 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.13M +$258K +3,198 +3%
Goldman Sachs
24
Goldman Sachs
New York
$7.06M +$3.66M +45,375 +76%
TRSOTSOK
25
Teachers Retirement System of the State of Kentucky
Kentucky
$6.85M

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.