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Pulmonx

113 hedge funds and large institutions have $1.14B invested in Pulmonx in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 21

15% more capital invested

Capital invested by funds: $988M → $1.14B (+$153M)

10.82% more ownership

Funds ownership: 60.53%71.35% (+11%)

3% more funds holding

Funds holding: 110113 (+3)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
35
Increased
47
Reduced
21
Closed
32
Calls
$6.15M
Puts
Net Calls
+$6.15M
Net Calls Change
+$4.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$113M +$64.9M +1,490,500 +141%
BlackRock
2
BlackRock
New York
$103M +$61.3M +1,406,718 +153%
Primecap Management
3
Primecap Management
California
$86.4M +$33.4M +767,343 +64%
Vanguard Group
4
Vanguard Group
Pennsylvania
$83.3M +$32.5M +746,635 +65%
DM
5
Deerfield Management
New York
$79.5M +$37.6M +863,855 +92%
RI
6
RTW Investments
New York
$49.8M
CIP
7
Champlain Investment Partners
Vermont
$47M +$25.8M +592,270 +125%
GGHC
8
Gilder Gagnon Howe & Co
New York
$46.1M -$114K -2,619 -0.2%
KXA
9
KPCB XIII Associates
California
$43.9M
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$29.2M +$14.6M +334,488 +103%
TCM
11
TimesSquare Capital Management
New York
$28.7M +$13M +299,110 +85%
PVI
12
Pura Vida Investments
New York
$26.3M +$6.63M +152,335 +34%
RSCM
13
Rock Springs Capital Management
Maryland
$26.1M
State Street
14
State Street
Massachusetts
$26.1M +$11M +252,413 +75%
MGM
15
Miura Global Management
New York
$25.1M +$7.18M +165,000 +41%
ITP
16
Iron Triangle Partners
Connecticut
$24.3M -$2.18M -50,000 -8%
SI
17
Stephens Inc
Arkansas
$21.2M -$5.36M -122,983 -20%
Franklin Resources
18
Franklin Resources
California
$18.6M +$9.05M +207,846 +97%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$17.2M -$14.3M -328,396 -46%
WP
20
Woodline Partners
California
$14.8M +$9.07M +208,181 +163%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$14.6M +$4.1M +94,113 +40%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$13.9M +$4.75M +109,152 +53%
ACH
23
ArrowMark Colorado Holdings
Colorado
$13.6M -$6.13M -140,754 -31%
Wells Fargo
24
Wells Fargo
California
$12.5M +$1.13M +25,844 +10%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$12.4M -$8.63M -198,292 -41%

LUNG Hedge Fund Activity: Q2 2021 in Review

113 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q2 2021, worth a combined $1.14B — up 15% from $988M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LUNG positions and 32 closed out — a net gain of 3 holders — while 47 added to existing stakes and 21 trimmed.

The largest buyer was Capital World Investors, adding an estimated $64.9M. The largest seller was ABG Innovation Capital Partners III, cutting an estimated $36.1M.

  • 113 institutional investors held Pulmonx (LUNG) as of Q2 2021, up from 110 in Q1 2021.
  • Funds reported $1.14B of Pulmonx stock for Q2 2021, up 15% quarter-over-quarter.
  • 35 funds opened new Pulmonx positions in Q2 2021 and 32 closed out, a net change of +3 holders.
  • The largest Pulmonx buyer in Q2 2021 was Capital World Investors, an estimated $64.9M added.
  • The largest Pulmonx seller in Q2 2021 was ABG Innovation Capital Partners III, an estimated $36.1M sold.

Based on aggregated 13F filings for Q2 2021.