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Pulmonx

114 hedge funds and large institutions have $1.03B invested in Pulmonx in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $3.33M

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

0.86% more ownership

Funds ownership: 86.13%86.99% (+0.86%)

5% less funds holding

Funds holding: 120114 (-6)

10% less capital invested

Capital invested by funds: $1.14B → $1.03B (-$109M)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
1.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
19
Increased
43
Reduced
35
Closed
23
Calls
$22.4M
Puts
$3.33M
Net Calls
+$19M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NHAS
26
Novo Holdings A/S
Denmark
$7.92M
Charles Schwab
27
Charles Schwab
California
$7.32M +$233K +6,373 +3%
MCM
28
Moore Capital Management
New York
$7.11M -$2.05M -56,212 -20%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$7.09M +$8.08M +221,186 New
PHS
30
PFM Health Sciences
California
$6.71M +$2.65M +72,617 +53%
BG
31
Bellevue Group
Switzerland
$5.66M
NCGI
32
Next Century Growth Investors
Minnesota
$5.54M +$1.48M +40,647 +31%
Renaissance Technologies
33
Renaissance Technologies
New York
$4.92M +$2.31M +63,200 +70%
BBL
34
Beck Bode LLC
Massachusetts
$4.34M +$251K +6,878 +5%
N
35
Nuveen
North Carolina
$3.69M +$382K +10,453 +10%
Goldman Sachs
36
Goldman Sachs
New York
$3.38M -$1.76M -48,248 -31%
Wells Fargo
37
Wells Fargo
California
$3.13M -$8.16M -223,455 -70%
Citadel Advisors
38
Citadel Advisors
Florida
$3.06M -$12.8M -350,290 -79%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$2.66M +$8.55K +234 +0.3%
RMC
40
Regis Management Company
California
$2.63M
SEI Investments
41
SEI Investments
Pennsylvania
$2.63M +$1.38M +37,795 +85%
Morgan Stanley
42
Morgan Stanley
New York
$2.15M +$1.76M +48,171 +255%
Ameriprise
43
Ameriprise
Minnesota
$2.03M +$603K +16,500 +35%
AWGLSCP
44
ABG-WTT Global Life Science Capital Partners
Hong Kong
$1.93M -$1.23M -33,627 -36%
FG
45
Formula Growth
Quebec, Canada
$1.88M -$48.4K -1,326 -2%
CCM
46
Cinctive Capital Management
New York
$1.86M +$179K +4,889 +9%
WMSA
47
Weiss Multi-Strategy Advisers
New York
$1.75M -$8.22K -225 -0.4%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.66M -$3.93M -107,589 -68%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.41M
Holocene Advisors
50
Holocene Advisors
New York
$1.35M -$439K -12,018 -22%

LUNG Hedge Fund Activity: Q4 2021 in Review

114 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q4 2021, worth a combined $1.03B — down 9.6% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LUNG and 19 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 43 added.

The largest buyer was Primecap Management, adding an estimated $72M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $36.2M sold.

  • 114 institutional investors held Pulmonx (LUNG) as of Q4 2021, down from 120 in Q3 2021.
  • Funds reported $1.03B of Pulmonx stock for Q4 2021, down 9.6% quarter-over-quarter.
  • 19 funds opened new Pulmonx positions in Q4 2021 and 23 closed out, a net change of -4 holders.
  • The largest Pulmonx buyer in Q4 2021 was Primecap Management, an estimated $72M added.
  • The largest Pulmonx seller in Q4 2021 was Gilder Gagnon Howe & Co, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2021.