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Pulmonx

117 hedge funds and large institutions have $344M invested in Pulmonx in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

130,500% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $1K

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 115117 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.15% less ownership

Funds ownership: 89.72%87.57% (-2.2%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

23% less capital invested

Capital invested by funds: $444M → $344M (-$100M)

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
39
Reduced
44
Closed
9
Calls
$1.31M
Puts
$1K
Net Calls
+$1.3M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
101
Allspring Global Investments
North Carolina
$15K -$32.4K -2,795 -66%
Comerica Bank
102
Comerica Bank
Texas
$3.87K +$4.34K +375 New
LC
103
Lindbrook Capital
California
$3.81K
Citigroup
104
Citigroup
New York
$2.74K -$136K -11,726 -98%
QT
105
Quantbot Technologies
New York
$2.74K +$151 +13 +5%
US Bancorp
106
US Bancorp
Minnesota
$1.82K -$16.3K -1,410 -89%
WTA
107
Washington Trust Advisors
Massachusetts
$1.73K
NA
108
NewEdge Advisors
Louisiana
$1.03K
BFEC
109
Benjamin F. Edwards & Company
Missouri
$1K
CAL
110
Capital Advisors Ltd
Ohio
$1K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$1K
BIA
112
Bell Investment Advisors
California
$941
LAM
113
L2 Asset Management
Massachusetts
$826 +$229K +19,747 New
PA
114
Parallel Advisors
California
$775
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$351 -$776 -67 -66%
S
116
SignatureFD
Georgia
$134 +$151 +13 New
QCG
117
Quadrant Capital Group
Ohio
$114 -$3.08K -266 -96%
SCM
118
Soleus Capital Management
Connecticut
-$538K -41,000 Closed
Tudor Investment Corp
119
Tudor Investment Corp
Connecticut
-$392K -29,885 Closed
WMSA
120
Weiss Multi-Strategy Advisers
New York
-$380K -28,977 Closed
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
-$343K -26,293 Closed
OQS
122
Occudo Quantitative Strategies
Florida
-$239K -18,232 Closed
OR
123
Olympiad Research
Connecticut
-$173K -13,210 Closed
SG Americas Securities
124
SG Americas Securities
New York
-$154K -11,711 Closed
CAM
125
Cresset Asset Management
Illinois
-$139K -10,635 Closed

LUNG Hedge Fund Activity: Q3 2023 in Review

117 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q3 2023, worth a combined $344M — down 23% from $444M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LUNG positions and 9 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.65M. The largest seller was Deutsche Bank, cutting an estimated $5.69M.

  • 117 institutional investors held Pulmonx (LUNG) as of Q3 2023, up from 115 in Q2 2023.
  • Funds reported $344M of Pulmonx stock for Q3 2023, down 23% quarter-over-quarter.
  • 11 funds opened new Pulmonx positions in Q3 2023 and 9 closed out, a net change of +2 holders.
  • The largest Pulmonx buyer in Q3 2023 was Fidelity Investments, an estimated $4.65M added.
  • The largest Pulmonx seller in Q3 2023 was Deutsche Bank, an estimated $5.69M sold.

Based on aggregated 13F filings for Q3 2023.