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Pulmonx

110 hedge funds and large institutions have $988M invested in Pulmonx in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8.93% more ownership

Funds ownership: 51.6%60.53% (+8.9%)

9% more funds holding

Funds holding: 101110 (+9)

21% less capital invested

Capital invested by funds: $1.26B → $988M (-$269M)

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
29
Increased
39
Reduced
27
Closed
20
Calls
$1.92M
Puts
Net Calls
+$1.92M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$11.8M -$716K -12,491 -5%
Adage Capital Partners
27
Adage Capital Partners
Massachusetts
$10.9M +$2.59M +45,109 +23%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$10.9M +$4M +69,765 +41%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$10.2M +$1.44M +25,023 +13%
Franklin Resources
30
Franklin Resources
California
$9.79M +$25K +436 +0.2%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$9.42M +$380K +6,623 +3%
SAM
32
Sectoral Asset Management
Quebec, Canada
$9.28M +$11.6M +202,900 New
Invesco
33
Invesco
Georgia
$8.57M -$3.64M -63,378 -25%
NHAS
34
Novo Holdings A/S
Denmark
$8.56M
Citadel Advisors
35
Citadel Advisors
Florida
$8.14M +$2.77M +48,241 +37%
BG
36
Bellevue Group
Switzerland
$8.07M
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$6.96M -$12.7M -222,231 -59%
PHS
38
PFM Health Sciences
California
$6.25M -$9.52M -166,055 -55%
LCG
39
Lisanti Capital Growth
New York
$6.05M -$1.4M -24,405 -16%
WP
40
Woodline Partners
California
$5.86M +$6.65K +116 +0.1%
O
41
OrbiMed
New York
$5.72M
Northern Trust
42
Northern Trust
Illinois
$5.65M -$459K -8,009 -6%
ASP
43
Adams Street Partners
Illinois
$5.25M +$6.58M +114,661 New
JP Morgan Chase
44
JP Morgan Chase
New York
$5.24M +$4.98M +86,886 +314%
GPP
45
Great Point Partners
Connecticut
$5.23M +$2.87M +50,000 +78%
PAMU
46
Pictet Asset Management (UK)
United Kingdom
$5.02M +$349K +6,084 +6%
ACM
47
Atika Capital Management
New York
$4.65M -$568K -9,900 -9%
Charles Schwab
48
Charles Schwab
California
$3.33M +$97K +1,691 +2%
EVM
49
Eaton Vance Management
Massachusetts
$3.12M -$1.83M -31,859 -32%
CC
50
Cannell & Co
New York
$2.86M +$3.59M +62,610 New

LUNG Hedge Fund Activity: Q1 2021 in Review

110 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q1 2021, worth a combined $988M — down 21% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LUNG positions and 20 closed out — a net gain of 9 holders — while 39 added to existing stakes and 27 trimmed.

The largest buyer was Stephens Inc, opening a new position worth an estimated $34.6M. The largest seller was Perceptive Advisors, exiting entirely with an estimated $26.6M sold.

  • 110 institutional investors held Pulmonx (LUNG) as of Q1 2021, up from 101 in Q4 2020.
  • Funds reported $988M of Pulmonx stock for Q1 2021, down 21% quarter-over-quarter.
  • 29 funds opened new Pulmonx positions in Q1 2021 and 20 closed out, a net change of +9 holders.
  • The largest Pulmonx buyer in Q1 2021 was Stephens Inc, an estimated $34.6M added.
  • The largest Pulmonx seller in Q1 2021 was Perceptive Advisors, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2021.