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Pulmonx

118 hedge funds and large institutions have $321M invested in Pulmonx in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $17K | Put options by funds: $11K

3.48% less ownership

Funds ownership: 93.45%89.97% (-3.5%)

4% less funds holding

Funds holding: 123118 (-5)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

30% less capital invested

Capital invested by funds: $456M → $321M (-$135M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
18
Increased
34
Reduced
43
Closed
22
Calls
$17K
Puts
$11K
Net Calls
+$6K
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$53.2M +$1.09M +92,976 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$45M +$18.1M +1,544,434 +47%
BlackRock
3
BlackRock
New York
$28.2M -$936K -79,797 -3%
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$25.2M +$13.7M +1,169,043 +76%
Morgan Stanley
5
Morgan Stanley
New York
$24.6M -$22.3M -1,905,997 -42%
Vanguard Group
6
Vanguard Group
Pennsylvania
$19.3M +$134K +11,417 +0.6%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$9.17M +$702K +59,835 +6%
State Street
8
State Street
Massachusetts
$9.04M +$1.17M +99,715 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.74M +$329K +28,019 +3%
Victory Capital Management
10
Victory Capital Management
Texas
$7.66M -$323K -27,549 -3%
B
11
Braidwell
Connecticut
$6.98M -$415K -35,413 -4%
Franklin Resources
12
Franklin Resources
California
$6.64M -$301K -25,695 -3%
RSCM
13
Rock Springs Capital Management
Maryland
$6.05M
Millennium Management
14
Millennium Management
New York
$6.03M -$1.8M -153,789 -19%
Deutsche Bank
15
Deutsche Bank
Germany
$4.83M -$41.9K -3,576 -0.7%
PVI
16
Pura Vida Investments
New York
$4.33M -$124K -10,611 -2%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$4M -$2.24M -191,291 -31%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$3.67M +$128K +10,952 +3%
Northern Trust
19
Northern Trust
Illinois
$3.04M -$81.3K -6,935 -2%
Charles Schwab
20
Charles Schwab
California
$2.79M +$141K +12,015 +4%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.47M +$838K +71,447 +37%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.45M +$2.49M +212,312 +406%
CWP
23
CFM Wealth Partners
Texas
$2.45M
JFG
24
Jefferies Financial Group
New York
$2.18M -$586K -50,000 -18%
BFM
25
Boothbay Fund Management
New York
$2.1M +$2.34M +199,199 +738%

LUNG Hedge Fund Activity: Q1 2024 in Review

118 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q1 2024, worth a combined $321M — down 30% from $456M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LUNG and 18 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 34 added.

The largest buyer was Fidelity Investments, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $22.3M.

  • 118 institutional investors held Pulmonx (LUNG) as of Q1 2024, down from 123 in Q4 2023.
  • Funds reported $321M of Pulmonx stock for Q1 2024, down 30% quarter-over-quarter.
  • 18 funds opened new Pulmonx positions in Q1 2024 and 22 closed out, a net change of -4 holders.
  • The largest Pulmonx buyer in Q1 2024 was Fidelity Investments, an estimated $18.1M added.
  • The largest Pulmonx seller in Q1 2024 was Morgan Stanley, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2024.