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Pulmonx

116 hedge funds and large institutions have $283M invested in Pulmonx in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more call options, than puts

Call options by funds: $968K | Put options by funds: $805K

12% more funds holding

Funds holding: 104116 (+12)

3.39% less ownership

Funds ownership: 93.64%90.25% (-3.4%)

51% less capital invested

Capital invested by funds: $574M → $283M (-$291M)

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
39
Reduced
20
Closed
27
Calls
$968K
Puts
$805K
Net Calls
+$163K
Net Calls Change
+$902K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$131K -$117K -12,333 -44%
VI
77
Versor Investments
New York
$131K +$147K +15,500 New
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$121K
Stifel Financial
79
Stifel Financial
Missouri
$121K +$137K +14,360 New
Creative Planning
80
Creative Planning
Kansas
$120K +$136K +14,267 New
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116K +$2.04K +214 +2%
VRS
82
Virginia Retirement Systems
Virginia
$113K +$127K +13,400 New
VOYA Investment Management
83
VOYA Investment Management
Georgia
$112K
UBS Group
84
UBS Group
Switzerland
$108K -$3.72K -391 -3%
Invesco
85
Invesco
Georgia
$104K -$13.8K -1,455 -11%
Legal & General Group
86
Legal & General Group
United Kingdom
$101K -$3.06K -322 -3%
GE
87
General Electric
Ohio
$100K
Principal Financial Group
88
Principal Financial Group
Iowa
$88.1K +$99.4K +10,450 New
Barclays
89
Barclays
United Kingdom
$78.3K +$73.6K +7,734 +499%
DA
90
Denali Advisors
California
$62.4K +$70.4K +7,400 New
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$52K +$55K +5,781 +1,386%
AB
92
Amalgamated Bank
New York
$46K
CAC
93
Cowen and Company
New York
$43.2K +$48.8K +5,126 New
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$28K
AIP
95
Ameritas Investment Partners
Nebraska
$22.5K
ACM
96
Aquatic Capital Management
Illinois
$21K +$23.8K +2,500 New
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$18.5K
NA
98
NewEdge Advisors
Louisiana
$16.9K +$19K +2,000 New
PMEF
99
Point72 Middle East FZE
United Arab Emirates
$14.5K +$16.3K +1,717 New
CAS
100
Coppell Advisory Solutions
Texas
$14.1K +$9.51K +1,000 New

LUNG Hedge Fund Activity: Q4 2022 in Review

116 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q4 2022, worth a combined $283M — down 51% from $574M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LUNG positions and 27 closed out — a net gain of 15 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was PFM Health Sciences, adding an estimated $11.9M. The largest seller was Deerfield Management, exiting entirely with an estimated $62M sold.

  • 116 institutional investors held Pulmonx (LUNG) as of Q4 2022, up from 104 in Q3 2022.
  • Funds reported $283M of Pulmonx stock for Q4 2022, down 51% quarter-over-quarter.
  • 42 funds opened new Pulmonx positions in Q4 2022 and 27 closed out, a net change of +15 holders.
  • The largest Pulmonx buyer in Q4 2022 was PFM Health Sciences, an estimated $11.9M added.
  • The largest Pulmonx seller in Q4 2022 was Deerfield Management, an estimated $62M sold.

Based on aggregated 13F filings for Q4 2022.