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Pulmonx

114 hedge funds and large institutions have $1.03B invested in Pulmonx in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $3.33M

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

0.86% more ownership

Funds ownership: 86.13%86.99% (+0.86%)

5% less funds holding

Funds holding: 120114 (-6)

10% less capital invested

Capital invested by funds: $1.14B → $1.03B (-$109M)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
1.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
19
Increased
43
Reduced
35
Closed
23
Calls
$22.4M
Puts
$3.33M
Net Calls
+$19M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$159M +$72M +1,970,200 +66%
Capital World Investors
2
Capital World Investors
California
$88.3M
BlackRock
3
BlackRock
New York
$87.2M -$712K -19,488 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$81M +$2.64M +72,373 +3%
DM
5
Deerfield Management
New York
$75.9M +$12.3M +336,980 +17%
CIP
6
Champlain Investment Partners
Vermont
$66.9M +$10.4M +285,580 +16%
TCM
7
TimesSquare Capital Management
New York
$40.3M -$648K -17,730 -1%
RI
8
RTW Investments
New York
$37.3M
MGM
9
Miura Global Management
New York
$36.7M +$3.1M +85,000 +8%
PA
10
Perceptive Advisors
New York
$24.4M +$27.8M +762,304 New
State Street
11
State Street
Massachusetts
$23.2M +$220K +6,016 +0.8%
RSCM
12
Rock Springs Capital Management
Maryland
$22.4M
BNP Paribas Asset Management
13
BNP Paribas Asset Management
France
$17.9M +$20.3M +556,832 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$17.3M +$773K +21,153 +4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$15.4M -$129K -3,531 -0.7%
PVI
16
Pura Vida Investments
New York
$15.4M -$13.2M -361,676 -43%
O
17
OrbiMed
New York
$13.9M
Franklin Resources
18
Franklin Resources
California
$13.4M -$66.9K -1,833 -0.4%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$12.6M +$14.4M +393,609 New
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$11.8M +$103K +2,826 +0.8%
WP
21
Woodline Partners
California
$11.6M +$924K +25,294 +8%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$10.3M -$143K -3,904 -1%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$10.2M +$2.44M +66,707 +27%
SI
24
Stephens Inc
Arkansas
$8.79M -$6.62M -181,160 -40%
Northern Trust
25
Northern Trust
Illinois
$8.63M +$64.6K +1,768 +0.7%

LUNG Hedge Fund Activity: Q4 2021 in Review

114 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q4 2021, worth a combined $1.03B — down 9.6% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LUNG and 19 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 43 added.

The largest buyer was Primecap Management, adding an estimated $72M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $36.2M sold.

  • 114 institutional investors held Pulmonx (LUNG) as of Q4 2021, down from 120 in Q3 2021.
  • Funds reported $1.03B of Pulmonx stock for Q4 2021, down 9.6% quarter-over-quarter.
  • 19 funds opened new Pulmonx positions in Q4 2021 and 23 closed out, a net change of -4 holders.
  • The largest Pulmonx buyer in Q4 2021 was Primecap Management, an estimated $72M added.
  • The largest Pulmonx seller in Q4 2021 was Gilder Gagnon Howe & Co, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2021.