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Pulmonx

116 hedge funds and large institutions have $283M invested in Pulmonx in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more call options, than puts

Call options by funds: $968K | Put options by funds: $805K

12% more funds holding

Funds holding: 104116 (+12)

3.39% less ownership

Funds ownership: 93.64%90.25% (-3.4%)

51% less capital invested

Capital invested by funds: $574M → $283M (-$291M)

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
39
Reduced
20
Closed
27
Calls
$968K
Puts
$805K
Net Calls
+$163K
Net Calls Change
+$902K
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$46.4M +$665K +69,970 +1%
CIP
2
Champlain Investment Partners
Vermont
$22.8M -$963K -101,210 -4%
BlackRock
3
BlackRock
New York
$22.7M +$2.14M +225,355 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.4M -$6.96M -732,122 -23%
Morgan Stanley
5
Morgan Stanley
New York
$18.1M +$2.82M +296,682 +16%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$14.9M +$11.8M +1,236,561 +235%
B
7
Braidwell
Connecticut
$13.7M +$15.4M +1,621,494 New
PHS
8
PFM Health Sciences
California
$12.3M +$11.9M +1,256,067 +629%
PVI
9
Pura Vida Investments
New York
$8.57M +$2.26M +237,280 +30%
KXA
10
KPCB XIII Associates
California
$8.39M +$9.46M +994,971 New
BNP Paribas Asset Management
11
BNP Paribas Asset Management
France
$8.17M +$445K +46,778 +5%
WP
12
Woodline Partners
California
$6.46M +$2.07M +217,286 +40%
Franklin Resources
13
Franklin Resources
California
$6.11M -$30.3K -3,181 -0.4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.56M +$287K +30,222 +5%
RSCM
15
Rock Springs Capital Management
Maryland
$5.5M +$523K +55,000 +9%
State Street
16
State Street
Massachusetts
$5.29M -$2.05M -215,461 -26%
Deutsche Bank
17
Deutsche Bank
Germany
$4.52M +$302K +31,796 +6%
NHAS
18
Novo Holdings A/S
Denmark
$4.3M
Norges Bank
19
Norges Bank
Norway
$3.15M +$1.41M +148,000 +65%
Goldman Sachs
20
Goldman Sachs
New York
$2.88M -$3.17M -333,210 -49%
Northern Trust
21
Northern Trust
Illinois
$2.67M +$63.9K +6,718 +2%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$2.54M +$2.86M +301,083 New
JFG
23
Jefferies Financial Group
New York
$2.4M +$2.71M +285,110 New
RI
24
RTW Investments
New York
$2.32M -$1.77M -185,847 -40%
CWP
25
CFM Wealth Partners
Texas
$2.23M +$2.51M +264,039 New

LUNG Hedge Fund Activity: Q4 2022 in Review

116 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q4 2022, worth a combined $283M — down 51% from $574M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LUNG positions and 27 closed out — a net gain of 15 holders — while 39 added to existing stakes and 20 trimmed.

The largest buyer was PFM Health Sciences, adding an estimated $11.9M. The largest seller was Deerfield Management, exiting entirely with an estimated $62M sold.

  • 116 institutional investors held Pulmonx (LUNG) as of Q4 2022, up from 104 in Q3 2022.
  • Funds reported $283M of Pulmonx stock for Q4 2022, down 51% quarter-over-quarter.
  • 42 funds opened new Pulmonx positions in Q4 2022 and 27 closed out, a net change of +15 holders.
  • The largest Pulmonx buyer in Q4 2022 was PFM Health Sciences, an estimated $11.9M added.
  • The largest Pulmonx seller in Q4 2022 was Deerfield Management, an estimated $62M sold.

Based on aggregated 13F filings for Q4 2022.