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Pulmonx

120 hedge funds and large institutions have $1.14B invested in Pulmonx in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $3.36M | Put options by funds: $515K

131% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 26

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

14.77% more ownership

Funds ownership: 71.35%86.13% (+15%)

6% more funds holding

Funds holding: 113120 (+7)

0% less capital invested

Capital invested by funds: $1.14B → $1.14B (-$3.79M)

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
2.1%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
19
Increased
60
Reduced
26
Closed
10
Calls
$3.36M
Puts
$515K
Net Calls
+$2.85M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$107M +$39.9M +1,014,348 +52%
Capital World Investors
2
Capital World Investors
California
$99.1M +$8.03M +204,000 +8%
BlackRock
3
BlackRock
New York
$98.5M +$16.3M +414,180 +18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$88.2M +$22.2M +563,840 +30%
DM
5
Deerfield Management
New York
$73M +$9.01M +229,000 +13%
CIP
6
Champlain Investment Partners
Vermont
$64.8M +$29M +736,550 +69%
TCM
7
TimesSquare Capital Management
New York
$45.8M +$24.5M +621,720 +95%
RI
8
RTW Investments
New York
$41.9M +$1.38M +35,000 +3%
MGM
9
Miura Global Management
New York
$38.1M +$19.3M +490,000 +86%
GGHC
10
Gilder Gagnon Howe & Co
New York
$36.2M -$1.55M -39,403 -4%
KXA
11
KPCB XIII Associates
California
$35.8M
PVI
12
Pura Vida Investments
New York
$30.3M +$9.7M +246,533 +41%
State Street
13
State Street
Massachusetts
$25.8M +$4.92M +124,925 +21%
RSCM
14
Rock Springs Capital Management
Maryland
$25.2M +$4.23M +107,500 +18%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$18.7M +$8M +203,361 +65%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$17.4M +$8M +203,217 +72%
SI
17
Stephens Inc
Arkansas
$16.4M -$984K -25,000 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$16M +$7.01M +178,267 +67%
O
19
OrbiMed
New York
$15.7M +$12.2M +310,000 +248%
Franklin Resources
20
Franklin Resources
California
$15.1M -$105K -2,657 -0.6%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$14.8M +$860K +21,860 +6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$13.2M +$1.32M +33,644 +10%
WP
23
Woodline Partners
California
$12.1M +$1.57K +40 +0%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$11.7M +$4.89M +124,157 +62%
Wells Fargo
25
Wells Fargo
California
$11.6M +$1.5M +37,998 +13%

LUNG Hedge Fund Activity: Q3 2021 in Review

120 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q3 2021, worth a combined $1.14B — down 0.33% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LUNG positions and 10 closed out — a net gain of 9 holders — while 60 added to existing stakes and 26 trimmed.

The largest buyer was Primecap Management, adding an estimated $39.9M. The largest seller was Iron Triangle Partners, exiting entirely with an estimated $24.3M sold.

  • 120 institutional investors held Pulmonx (LUNG) as of Q3 2021, up from 113 in Q2 2021.
  • Funds reported $1.14B of Pulmonx stock for Q3 2021, down 0.33% quarter-over-quarter.
  • 19 funds opened new Pulmonx positions in Q3 2021 and 10 closed out, a net change of +9 holders.
  • The largest Pulmonx buyer in Q3 2021 was Primecap Management, an estimated $39.9M added.
  • The largest Pulmonx seller in Q3 2021 was Iron Triangle Partners, an estimated $24.3M sold.

Based on aggregated 13F filings for Q3 2021.