We are live on ! Find out more
LUNG icon

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
N
51
Nuveen
North Carolina
$2.83M +$205K +3,582 +6%
ABG
52
Ally Bridge Group
New York
$2.7M -$8.04M -140,183 -70%
WMSA
53
Weiss Multi-Strategy Advisers
New York
$2.44M -$668K -11,648 -18%
Ameriprise
54
Ameriprise
Minnesota
$2.26M +$110K +1,910 +4%
HLA
55
Hamilton Lane Advisors
Pennsylvania
$2.23M +$2.79M +48,690 New
MCM
56
Moore Capital Management
New York
$2.2M -$2.37M -41,275 -46%
AAA
57
Affinity Asset Advisors
New York
$2.06M +$1.43M +25,000 +125%
Morgan Stanley
58
Morgan Stanley
New York
$2.04M +$1.74M +30,316 +214%
FHA
59
Flagship Harbor Advisors
Massachusetts
$1.86M +$2.34M +40,737 New
Bank of America
60
Bank of America
North Carolina
$1.79M +$2.21M +38,584 +6,562%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.51M +$179K +3,117 +10%
Victory Capital Management
62
Victory Capital Management
Texas
$1.46M -$30.6K -534 -2%
Federated Hermes
63
Federated Hermes
Pennsylvania
$1.37M
Blackstone Inc
64
Blackstone Inc
New York
$1.21M +$1.52M +26,474 New
MC
65
Maverick Capital
Texas
$1.12M +$1.4M +24,449 New
Deutsche Bank
66
Deutsche Bank
Germany
$1.08M +$868K +15,136 +176%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$1.08M +$1.36M +23,636 New
QSS
68
Quantitative Systematic Strategies
Florida
$995K +$1.25M +21,756 New
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$974K -$115K -2,002 -9%
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$968K +$1.21M +21,159 New
TD Asset Management
71
TD Asset Management
Ontario, Canada
$921K +$205K +3,582 +22%
ZP
72
Zimmer Partners
New York
$915K
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$851K +$545K +9,510 +105%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$801K -$2.98K -52 -0.3%
PCM
75
Pentwater Capital Management
Florida
$775K +$972K +16,950 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.