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Pulmonx

113 hedge funds and large institutions have $1.14B invested in Pulmonx in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 21

15% more capital invested

Capital invested by funds: $988M → $1.14B (+$153M)

10.82% more ownership

Funds ownership: 60.53%71.35% (+11%)

3% more funds holding

Funds holding: 110113 (+3)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
35
Increased
47
Reduced
21
Closed
32
Calls
$6.15M
Puts
Net Calls
+$6.15M
Net Calls Change
+$4.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$11.8M +$3.9M +89,558 +50%
Northern Trust
27
Northern Trust
Illinois
$10.1M +$4.61M +105,917 +86%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$8.89M -$902K -20,726 -9%
NHAS
29
Novo Holdings A/S
Denmark
$8.25M
BG
30
Bellevue Group
Switzerland
$7.79M
Invesco
31
Invesco
Georgia
$7.61M -$648K -14,871 -8%
PHS
32
PFM Health Sciences
California
$6.03M
O
33
OrbiMed
New York
$5.51M
EVM
34
Eaton Vance Management
Massachusetts
$5.21M +$2.18M +49,983 +73%
BBL
35
Beck Bode LLC
Massachusetts
$5.14M +$5.07M +116,442 New
MCM
36
Moore Capital Management
New York
$4.78M +$2.63M +60,395 +126%
PAMU
37
Pictet Asset Management (UK)
United Kingdom
$4.73M -$111K -2,556 -2%
N
38
Nuveen
North Carolina
$4.66M +$1.9M +43,661 +71%
Charles Schwab
39
Charles Schwab
California
$4.6M +$1.37M +31,424 +43%
Goldman Sachs
40
Goldman Sachs
New York
$4.15M +$4.1M +94,080 New
AWGLSCP
41
ABG-WTT Global Life Science Capital Partners
Hong Kong
$4.14M -$31.4M -721,188 -88%
SCM
42
Soleus Capital Management
Connecticut
$3.76M +$3.71M +85,250 New
RMC
43
Regis Management Company
California
$3.62M +$3.57M +82,070 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$3.35M +$1.87M +42,848 +129%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$2.95M +$2.91M +66,780 New
Morgan Stanley
46
Morgan Stanley
New York
$2.87M +$894K +20,533 +46%
AAA
47
Affinity Asset Advisors
New York
$2.65M +$653K +15,000 +33%
Lido Advisors
48
Lido Advisors
California
$2.54M +$2.51M +57,575 New
WMSA
49
Weiss Multi-Strategy Advisers
New York
$2.38M +$25.3K +580 +1%
Ameriprise
50
Ameriprise
Minnesota
$2.18M

LUNG Hedge Fund Activity: Q2 2021 in Review

113 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q2 2021, worth a combined $1.14B — up 15% from $988M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LUNG positions and 32 closed out — a net gain of 3 holders — while 47 added to existing stakes and 21 trimmed.

The largest buyer was Capital World Investors, adding an estimated $64.9M. The largest seller was ABG Innovation Capital Partners III, cutting an estimated $36.1M.

  • 113 institutional investors held Pulmonx (LUNG) as of Q2 2021, up from 110 in Q1 2021.
  • Funds reported $1.14B of Pulmonx stock for Q2 2021, up 15% quarter-over-quarter.
  • 35 funds opened new Pulmonx positions in Q2 2021 and 32 closed out, a net change of +3 holders.
  • The largest Pulmonx buyer in Q2 2021 was Capital World Investors, an estimated $64.9M added.
  • The largest Pulmonx seller in Q2 2021 was ABG Innovation Capital Partners III, an estimated $36.1M sold.

Based on aggregated 13F filings for Q2 2021.