LMND Lemonade, Inc.

NYSE
$49.40

Lemonade, Inc. (LMND) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+0.00
16 buyers / 16 sellers
MIXED
Funds compared
32
funds with comparable LMND positions
24 current holders · 27 prior-quarter holders
Net share change
-1.03M
+1.29M added, -2.31M cut
Position activity
5 new 11 increased 8 reduced 8 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Bridgewater Associates Quant Macro Sold Out -42.6K -100.0% $2.8M 0.0% 63
Holocene Advisors, LP Sold Out -553.6K -100.0% $36.0M 0.0% 60
Maverick Capital Long/Short Growth Sold Out -12.0K -100.0% $778.6K 0.0% 57
LMR Partners Event Quant New +30.4K $2.0M 0.0% 55
Magnetar Capital Event Quant New +8.8K $572.3K 0.0% 54
ExodusPoint Capital Management Long/Short Quant Sold Out -49.5K -100.0% $3.2M 0.0% 54
Weiss Asset Management Event Quant New +5.3K $343.1K 0.0% 54
Man Group Event Long/Short New +136.3K $8.9M 0.0% 54
Balyasny Asset Management L.P. Increased +66.5K +712.5% $4.3M 0.0% 53
MILLENNIUM MANAGEMENT LLC Increased +31.3K +442.0% $2.0M 0.0% 53

Most significant buyers

By move score, not size.

  • LMR Partners New · +30.4K
  • Magnetar Capital New · +8.8K
  • Weiss Asset Management New · +5.3K
  • Man Group New · +136.3K
  • Balyasny Asset Management L.P. Increased · +66.5K

Most significant sellers

By move score, not size.

  • Bridgewater Associates Sold Out · -42.6K
  • Holocene Advisors, LP Sold Out · -553.6K
  • Maverick Capital Sold Out · -12.0K
  • ExodusPoint Capital Management Sold Out · -49.5K
  • Aquatic Capital Management Sold Out · -58.4K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Bridgewater Associates 1 0 42.6K -42.6K -100.0% 0.0% Sold Out 63
Holocene Advisors, LP 2 0 553.6K -553.6K -100.0% 0.0% Sold Out 60
Maverick Capital 2 0 12.0K -12.0K -100.0% 0.0% Sold Out 57
LMR Partners 3 30.4K 0 +30.4K 0.0% New 55
Magnetar Capital 2 8.8K 0 +8.8K 0.0% New 54
ExodusPoint Capital Management 3 0 49.5K -49.5K -100.0% 0.0% Sold Out 54
Weiss Asset Management 2 5.3K 0 +5.3K 0.0% New 54
Man Group 3 136.3K 0 +136.3K 0.0% New 54
Balyasny Asset Management L.P. 2 75.9K 9.3K +66.5K +712.5% 0.0% Increased 53
MILLENNIUM MANAGEMENT LLC 2 38.4K 7.1K +31.3K +442.0% 0.0% Increased 53
Woodline Partners LP 2 371.8K 179.6K +192.1K +107.0% 0.1% Increased 52
Aquatic Capital Management 4 0 58.4K -58.4K -100.0% 0.0% Sold Out 51
Y-Intercept 4 0 38.4K -38.4K -100.0% 0.0% Sold Out 50
Engineers Gate 4 18.9K 0 +18.9K 0.0% New 50
Brevan Howard Capital Management 3 0 5.1K -5.1K -100.0% 0.0% Sold Out 49
Walleye Capital 3 6.4K 283.5K -277.1K -97.7% 0.0% Reduced 49
Edgestream Partners 4 0 13.0K -13.0K -100.0% 0.0% Sold Out 49
Squarepoint Ops LLC 2 224.3K 890.5K -666.2K -74.8% 0.0% Reduced 47
Jain Global 3 9.5K 4.5K +5.1K +114.2% 0.0% Increased 46
Capital Fund Management 3 528.0K 311.3K +216.7K +69.6% 0.3% Increased 44
MARSHALL WACE, LLP 2 75.4K 204.6K -129.1K -63.1% 0.0% Reduced 43
CITADEL ADVISORS LLC 1 472.8K 781.8K -309.0K -39.5% 0.0% Reduced 41
Qube Research & Technologies Ltd 2 424.0K 277.8K +146.1K +52.6% 0.0% Increased 39
Quantbot Technologies 4 7.1K 2.9K +4.2K +147.2% 0.0% Increased 39
D. E. Shaw & Co., Inc. 1 209.4K 338.6K -129.2K -38.2% 0.0% Reduced 38
Trexquant Investment 3 420.1K 271.0K +149.1K +55.0% 0.2% Increased 36
Tudor Investment Corporation 2 163.8K 112.3K +51.5K +45.8% 0.1% Increased 36
TWO SIGMA INVESTMENTS, LP 2 1.2M 948.6K +225.3K +23.8% 0.1% Increased 36
Hudson Bay Capital Management 3 43.3K 50.8K -7.5K -14.7% 0.0% Reduced 26
AQR Capital Management 3 46.1K 61.5K -15.4K -25.0% 0.0% Reduced 26
Parallax Volatility Advisers 3 25.2K 32.4K -7.2K -22.2% 0.1% Reduced 25
Gotham Asset Management, LLC 2 5.3K 5.2K +31 +0.6% 0.0% Increased 24

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.