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Pulmonx

118 hedge funds and large institutions have $244M invested in Pulmonx in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

4% more funds holding

Funds holding: 113118 (+5)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less ownership

Funds ownership: 90.84%90.84% (-0%)

17% less capital invested

Capital invested by funds: $294M → $244M (-$50.2M)

100% less call options, than puts

Call options by funds: $4K | Put options by funds: $1.74M

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
36
Reduced
34
Closed
15
Calls
$4K
Puts
$1.74M
Net Calls
-$1.74M
Net Calls Change
+$301K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$6K -$356 -54 -6%
VCM
102
Versant Capital Management
Arizona
$3.96K +$3.84K +583 New
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$3.32K +$3.22K +489 New
PA
104
Parallel Advisors
California
$2.28K
Comerica Bank
105
Comerica Bank
Texas
$1.52K
WTA
106
Washington Trust Advisors
Massachusetts
$1.13K
SCM
107
Sterling Capital Management
North Carolina
$781
AAP
108
Arax Advisory Partners
Colorado
$720 +$86 +13 +14%
NA
109
NewEdge Advisors
Louisiana
$679
SAM
110
Smartleaf Asset Management
Massachusetts
$570 +$151 +23 +37%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$231
RIL
112
Rothschild Investment LLC
Illinois
$204 +$198 +30 New
EWA
113
EverSource Wealth Advisors
Alabama
$109 +$105 +16 New
QCG
114
Quadrant Capital Group
Ohio
$75
WSFS
115
Wilmington Savings Fund Society
Delaware
$54
FFA
116
Farther Finance Advisors
California
$14
IA
117
IFP Advisors
Florida
$7 +$7 +1 New
PHS
118
PFM Health Sciences
California
-$3.06M -368,929 Closed
PAMP
119
Polar Asset Management Partners
Ontario, Canada
-$893K -107,684 Closed
SEI Investments
120
SEI Investments
Pennsylvania
-$630K -76,026 Closed
Marshall Wace
121
Marshall Wace
United Kingdom
-$473K -57,109 Closed
JF
122
Jump Financial
Illinois
-$230K -27,800 Closed
ACM
123
Aquatic Capital Management
Illinois
-$126K -15,200 Closed
CC
124
Corton Capital
Ontario, Canada
-$104K -12,604 Closed
EC
125
EntryPoint Capital
New York
-$92.4K -11,149 Closed

LUNG Hedge Fund Activity: Q4 2024 in Review

118 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q4 2024, worth a combined $244M — down 17% from $294M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LUNG positions and 15 closed out — a net gain of 8 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Deerfield Management, opening a new position worth an estimated $10.1M. The largest seller was Morgan Stanley, cutting an estimated $4.72M.

  • 118 institutional investors held Pulmonx (LUNG) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $244M of Pulmonx stock for Q4 2024, down 17% quarter-over-quarter.
  • 23 funds opened new Pulmonx positions in Q4 2024 and 15 closed out, a net change of +8 holders.
  • The largest Pulmonx buyer in Q4 2024 was Deerfield Management, an estimated $10.1M added.
  • The largest Pulmonx seller in Q4 2024 was Morgan Stanley, an estimated $4.72M sold.

Based on aggregated 13F filings for Q4 2024.