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Pulmonx

104 hedge funds and large institutions have $574M invested in Pulmonx in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $514M → $574M (+$60.4M)

1.57% less ownership

Funds ownership: 95.21%93.64% (-1.6%)

3% less funds holding

Funds holding: 107104 (-3)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

78% less call options, than puts

Call options by funds: $210K | Put options by funds: $949K

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
43
Reduced
30
Closed
20
Calls
$210K
Puts
$949K
Net Calls
-$739K
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$90.5M +$647K +35,130 +0.7%
DM
2
Deerfield Management
New York
$62M +$4.7M +255,000 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.5M +$336K +18,232 +0.6%
CIP
4
Champlain Investment Partners
Vermont
$46.7M +$12.4M +672,700 +32%
BlackRock
5
BlackRock
New York
$41.1M +$699K +37,968 +2%
Morgan Stanley
6
Morgan Stanley
New York
$30.9M -$5.04M -273,948 -13%
TCM
7
TimesSquare Capital Management
New York
$20.4M +$176K +9,550 +0.8%
JG
8
Jefferies Group
New York
$20M +$5.65M +306,643 +34%
BNP Paribas Asset Management
9
BNP Paribas Asset Management
France
$15.4M -$14.6K -795 -0.1%
State Street
10
State Street
Massachusetts
$14M +$430K +23,367 +3%
PVI
11
Pura Vida Investments
New York
$13M -$10.1M -548,087 -41%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$12.3M +$696K +37,777 +5%
Franklin Resources
13
Franklin Resources
California
$12.1M +$1.64M +89,330 +14%
Goldman Sachs
14
Goldman Sachs
New York
$11.2M +$4.3M +233,630 +53%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$10.5M +$424K +23,042 +4%
RSCM
16
Rock Springs Capital Management
Maryland
$9.95M -$1.93M -105,000 -15%
WP
17
Woodline Partners
California
$9.14M +$2.15M +116,880 +27%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$8.78M +$2.45M +133,197 +34%
NHAS
19
Novo Holdings A/S
Denmark
$8.51M
Deutsche Bank
20
Deutsche Bank
Germany
$8.4M -$5.45M -295,736 -37%
RI
21
RTW Investments
New York
$7.68M -$4.24M -230,408 -33%
NCGI
22
Next Century Growth Investors
Minnesota
$7.57M +$27.9K +1,516 +0.3%
Northern Trust
23
Northern Trust
Illinois
$5.16M +$100K +5,445 +2%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$5.06M +$2.29M +124,326 +69%
Charles Schwab
25
Charles Schwab
California
$4.37M +$240K +13,014 +5%

LUNG Hedge Fund Activity: Q3 2022 in Review

104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q3 2022, worth a combined $574M — up 12% from $514M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of LUNG and 17 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 43 added.

The largest buyer was Champlain Investment Partners, adding an estimated $12.4M. The largest seller was Pura Vida Investments, cutting an estimated $10.1M.

  • 104 institutional investors held Pulmonx (LUNG) as of Q3 2022, down from 107 in Q2 2022.
  • Funds reported $574M of Pulmonx stock for Q3 2022, up 12% quarter-over-quarter.
  • 17 funds opened new Pulmonx positions in Q3 2022 and 20 closed out, a net change of -3 holders.
  • The largest Pulmonx buyer in Q3 2022 was Champlain Investment Partners, an estimated $12.4M added.
  • The largest Pulmonx seller in Q3 2022 was Pura Vida Investments, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2022.