Pulmonx
LUNG
109 hedge funds and large institutions have $861M invested in Pulmonx in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 33 reducing their positions, and 20 closing their positions.
77% more call options, than puts
Call options by funds: $22M | Put options by funds: $12.5M
39% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 33
6.77% more ownership
Funds ownership: 86.99% → 93.76% (+6.8%)
4% less funds holding
Funds holding: 114 → 109 (-5)
16% less capital invested
Capital invested by funds: $1.03B → $861M (-$166M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DM
Deerfield Management
New York
|
+$34.3M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$17.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$17.7M |
| 4 |
Primecap Management
Pasadena,
California
|
+$13M |
| 5 |
Goldman Sachs
New York
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGM
Miura Global Management
New York
|
-$14.2M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$11.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.4M |
| 4 |
RI
RTW Investments
New York
|
-$9.46M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.09M |
LUNG Hedge Fund Activity: Q1 2022 in Review
109 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q1 2022, worth a combined $861M — down 16% from $1.03B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of LUNG and 15 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 46 added.
The largest buyer was Deerfield Management, adding an estimated $34.3M. The largest seller was Miura Global Management, cutting an estimated $14.2M.
- 109 institutional investors held Pulmonx (LUNG) as of Q1 2022, down from 114 in Q4 2021.
- Funds reported $861M of Pulmonx stock for Q1 2022, down 16% quarter-over-quarter.
- 15 funds opened new Pulmonx positions in Q1 2022 and 20 closed out, a net change of -5 holders.
- The largest Pulmonx buyer in Q1 2022 was Deerfield Management, an estimated $34.3M added.
- The largest Pulmonx seller in Q1 2022 was Miura Global Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q1 2022.