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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
Primecap Management
1
Primecap Management
California
$54.5M +$26.4M +459,500 +63%
Vanguard Group
2
Vanguard Group
Pennsylvania
$52.2M +$2.46M +42,881 +4%
RI
3
RTW Investments
New York
$51.7M
Capital World Investors
4
Capital World Investors
California
$48.5M +$21.8M +380,570 +56%
GGHC
5
Gilder Gagnon Howe & Co
New York
$48M -$3.11M -54,281 -5%
KXA
6
KPCB XIII Associates
California
$45.5M -$24.5M -426,415 -30%
DM
7
Deerfield Management
New York
$42.9M +$27.2M +473,521 +102%
BlackRock
8
BlackRock
New York
$41.9M +$3.8M +66,313 +8%
AICPI
9
ABG Innovation Capital Partners III
Hong Kong
$38.1M
AWGLSCP
10
ABG-WTT Global Life Science Capital Partners
Hong Kong
$37.3M
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$32.8M +$20M +348,008 +94%
SI
12
Stephens Inc
Arkansas
$27.6M +$34.6M +603,182 New
ITP
13
Iron Triangle Partners
Connecticut
$27.4M +$34.4M +600,000 New
RSCM
14
Rock Springs Capital Management
Maryland
$27.1M +$5.31M +92,500 +19%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$21.9M -$5.45M -95,104 -17%
CIP
16
Champlain Investment Partners
Vermont
$21.6M +$27.1M +472,745 New
ACH
17
ArrowMark Colorado Holdings
Colorado
$20.5M -$2.41M -42,023 -9%
PVI
18
Pura Vida Investments
New York
$20.3M +$2.88M +50,254 +13%
MGM
19
Miura Global Management
New York
$18.5M +$23.2M +405,000 New
TCM
20
TimesSquare Capital Management
New York
$16.1M +$1.76M +30,600 +10%
State Street
21
State Street
Massachusetts
$15.5M +$9.24M +161,176 +91%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$14.9M +$14M +244,713 +300%
Millennium Management
23
Millennium Management
New York
$14.7M +$18.5M +321,842 New
YF
24
Yu Fan
$13.9M
DCM
25
Driehaus Capital Management
Illinois
$11.9M -$1.12M -19,475 -7%

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.