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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
FF
101
FourThought Financial
Florida
$33K -$1.21K -21 -3%
GA
102
Greenspring Associates
Maryland
$26K +$32.5K +566 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$15K -$85.6K -1,493 -82%
HPC
104
HM Payson & Co
Maine
$14K
BAM
105
Bellevue Asset Management
Washington
$2K -$57 -1 -2%
SOW
106
State of Wyoming
Wyoming
$2K +$1.89K +33 New
BFEC
107
Benjamin F. Edwards & Company
Missouri
$2K +$2.87K +50 New
BCA
108
Berman Capital Advisors
Georgia
$2K +$2.92K +51 New
AIG
109
American International Group
New York
$310 +$1.03K +18 +0.3%
PA
110
Perceptive Advisors
New York
-$26.6M -385,000 Closed
RG
111
Redmile Group
California
-$19M -275,000 Closed
Capital Research Global Investors
112
Capital Research Global Investors
California
-$15.5M -225,000 Closed
Alyeska Investment Group
113
Alyeska Investment Group
Illinois
-$5.86M -84,891 Closed
LGM
114
Logos Global Management
California
-$5.18M -75,000 Closed
CCM
115
CAAS Capital Management
New York
-$4.83M -70,000 Closed
NCGI
116
Next Century Growth Investors
Minnesota
-$3.7M -53,664 Closed
DKCM
117
Davidson Kempner Capital Management
New York
-$3.1M -45,000 Closed
CCM
118
Cinctive Capital Management
New York
-$2.15M -31,180 Closed
Goldman Sachs
119
Goldman Sachs
New York
-$2.01M -29,118 Closed
JSP
120
Jackson Square Partners
California
-$780K -11,305 Closed
M&T Bank
121
M&T Bank
New York
-$381K -5,516 Closed
JF
122
Jump Financial
Illinois
-$338K -4,900 Closed
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
-$276K -4,000 Closed
CS
124
Credit Suisse
Switzerland
-$229K -3,315 Closed
SO
125
STRS Ohio
Ohio
-$193K -2,800 Closed

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.