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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
Norges Bank
51
Norges Bank
Norway
$1.31M
SM
52
SG3 Management
Puerto Rico
$1.22M +$1.39M +38,000 New
CSS
53
Cubist Systematic Strategies
Connecticut
$1.02M +$277K +7,571 +31%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1M +$31.6K +866 +3%
AllianceBernstein
55
AllianceBernstein
Tennessee
$972K
BA
56
Bridgewater Associates
Connecticut
$948K -$65.5K -1,792 -6%
HLA
57
Hamilton Lane Advisors
Pennsylvania
$935K
Victory Capital Management
58
Victory Capital Management
Texas
$855K -$145K -3,975 -13%
Lido Advisors
59
Lido Advisors
California
$849K -$165K -4,524 -15%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$804K -$18.5K -506 -2%
Deutsche Bank
61
Deutsche Bank
Germany
$771K -$423K -11,572 -33%
EVM
62
Eaton Vance Management
Massachusetts
$740K -$6.8M -186,189 -89%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$679K -$14.3M -390,204 -95%
Bank of America
64
Bank of America
North Carolina
$634K +$89.2K +2,442 +14%
CG
65
Cutler Group
California
$614K +$700K +19,153 New
E
66
Ergoteles
New York
$597K +$680K +18,625 New
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$588K -$1.68K -46 -0.3%
TI
68
Trexquant Investment
Connecticut
$562K +$435K +11,917 +212%
Principal Financial Group
69
Principal Financial Group
Iowa
$529K +$343K +9,394 +132%
UBS Group
70
UBS Group
Switzerland
$486K +$434K +11,895 +363%
AIG
71
American International Group
New York
$445K -$15.2K -415 -3%
Millennium Management
72
Millennium Management
New York
$430K +$490K +13,407 New
CS
73
Credit Suisse
Switzerland
$413K +$19.3K +528 +4%
Squarepoint
74
Squarepoint
New York
$403K -$305K -8,359 -40%
GE
75
General Electric
Ohio
$390K

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.