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Pulmonx

115 hedge funds and large institutions have $444M invested in Pulmonx in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,814% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $29K

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

14% more capital invested

Capital invested by funds: $388M → $444M (+$56M)

13% more funds holding

Funds holding: 102115 (+13)

2.46% less ownership

Funds ownership: 92.18%89.72% (-2.5%)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
41
Reduced
29
Closed
9
Calls
$2.58M
Puts
$29K
Net Calls
+$2.56M
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$18.7K -$930 -76 -5%
CSS
102
Cubist Systematic Strategies
Connecticut
$18.5K
TRCT
103
Tower Research Capital (TRC)
New York
$12.9K -$991 -81 -8%
CAS
104
Coppell Advisory Solutions
Texas
$10.1K +$17.1K +1,400 New
LC
105
Lindbrook Capital
California
$4.84K
QCG
106
Quadrant Capital Group
Ohio
$3.63K
QT
107
Quantbot Technologies
New York
$3.3K -$416K -34,040 -99%
WTA
108
Washington Trust Advisors
Massachusetts
$2.19K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$1.32K
NA
110
NewEdge Advisors
Louisiana
$1.31K
BIA
111
Bell Investment Advisors
California
$1.19K
BFEC
112
Benjamin F. Edwards & Company
Missouri
$1K
CAL
113
Capital Advisors Ltd
Ohio
$1K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1K
PA
115
Parallel Advisors
California
$983
NHAS
116
Novo Holdings A/S
Denmark
-$5.71M -510,555 Closed
Marshall Wace
117
Marshall Wace
United Kingdom
-$1.31M -117,268 Closed
SSA
118
Schonfeld Strategic Advisors
New York
-$286K -25,566 Closed
Handelsbanken Fonder
119
Handelsbanken Fonder
Sweden
-$180K -16,100 Closed
Lido Advisors
120
Lido Advisors
California
-$152K -13,575 Closed
DTL
121
Dynamic Technology Lab
Singapore
-$150K -13,379 Closed
ACM
122
Aquatic Capital Management
Illinois
-$49K -4,400 Closed
PVH
123
Psagot Value Holdings
Israel
-$4K -331 Closed
EI
124
Ellevest Inc
New York
-$190 -17 Closed

LUNG Hedge Fund Activity: Q2 2023 in Review

115 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q2 2023, worth a combined $444M — up 14% from $388M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LUNG positions and 9 closed out — a net gain of 13 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $12M. The largest seller was Deerfield Management, cutting an estimated $16.4M.

  • 115 institutional investors held Pulmonx (LUNG) as of Q2 2023, up from 102 in Q1 2023.
  • Funds reported $444M of Pulmonx stock for Q2 2023, up 14% quarter-over-quarter.
  • 22 funds opened new Pulmonx positions in Q2 2023 and 9 closed out, a net change of +13 holders.
  • The largest Pulmonx buyer in Q2 2023 was Victory Capital Management, an estimated $12M added.
  • The largest Pulmonx seller in Q2 2023 was Deerfield Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.