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Pulmonx

115 hedge funds and large institutions have $444M invested in Pulmonx in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,814% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $29K

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

14% more capital invested

Capital invested by funds: $388M → $444M (+$56M)

13% more funds holding

Funds holding: 102115 (+13)

2.46% less ownership

Funds ownership: 92.18%89.72% (-2.5%)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
41
Reduced
29
Closed
9
Calls
$2.58M
Puts
$29K
Net Calls
+$2.56M
Net Calls Change
-$6.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$72.4M +$208K +17,000 +0.3%
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$43.6M +$2.97M +242,815 +8%
BlackRock
3
BlackRock
New York
$38.2M +$2.52M +205,821 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.3M -$7.22M -590,541 -23%
Morgan Stanley
5
Morgan Stanley
New York
$25.9M -$7.84M -640,847 -25%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$21.3M +$8.14M +665,507 +69%
DM
7
Deerfield Management
New York
$14M -$16.4M -1,338,419 -56%
B
8
Braidwell
Connecticut
$13.1M -$2.01M -163,932 -14%
KXA
9
KPCB XIII Associates
California
$13M
State Street
10
State Street
Massachusetts
$12.9M +$497K +40,639 +4%
Victory Capital Management
11
Victory Capital Management
Texas
$12.8M +$12M +977,344 New
BNP Paribas Asset Management
12
BNP Paribas Asset Management
France
$11.9M -$847K -69,239 -7%
Franklin Resources
13
Franklin Resources
California
$9.75M +$221K +18,055 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$9.66M +$451K +36,851 +5%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$9.39M +$1.74M +142,214 +25%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$8.92M +$342K +27,936 +4%
RSCM
17
Rock Springs Capital Management
Maryland
$8.55M
PVI
18
Pura Vida Investments
New York
$8.34M -$13.5K -1,105 -0.2%
Millennium Management
19
Millennium Management
New York
$7.59M +$7.08M +579,071 New
Deutsche Bank
20
Deutsche Bank
Germany
$7.05M -$65.4K -5,346 -1%
Norges Bank
21
Norges Bank
Norway
$4.95M +$1.85M +151,200 +67%
Northern Trust
22
Northern Trust
Illinois
$4.56M +$324K +26,515 +8%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$4.05M +$1.39M +113,679 +58%
JFG
24
Jefferies Financial Group
New York
$3.74M -$122 -10 -0%
Charles Schwab
25
Charles Schwab
California
$3.63M +$104K +8,477 +3%

LUNG Hedge Fund Activity: Q2 2023 in Review

115 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q2 2023, worth a combined $444M — up 14% from $388M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LUNG positions and 9 closed out — a net gain of 13 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $12M. The largest seller was Deerfield Management, cutting an estimated $16.4M.

  • 115 institutional investors held Pulmonx (LUNG) as of Q2 2023, up from 102 in Q1 2023.
  • Funds reported $444M of Pulmonx stock for Q2 2023, up 14% quarter-over-quarter.
  • 22 funds opened new Pulmonx positions in Q2 2023 and 9 closed out, a net change of +13 holders.
  • The largest Pulmonx buyer in Q2 2023 was Victory Capital Management, an estimated $12M added.
  • The largest Pulmonx seller in Q2 2023 was Deerfield Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2023.