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Pulmonx

111 hedge funds and large institutions have $220M invested in Pulmonx in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

0.46% less ownership

Funds ownership: 89.97%89.5% (-0.46%)

6% less funds holding

Funds holding: 118111 (-7)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

31% less capital invested

Capital invested by funds: $321M → $220M (-$101M)

Holders
111
Holders Change
-7
Holders Change %
-5.93%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
40
Reduced
31
Closed
27
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$36.2M -$227K -29,526 -0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$33.5M +$3.28M +427,088 +9%
Morgan Stanley
3
Morgan Stanley
New York
$22M +$6.3M +819,632 +31%
BlackRock
4
BlackRock
New York
$16.9M -$2.84M -369,500 -12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.8M +$752K +97,754 +5%
Deutsche Bank
6
Deutsche Bank
Germany
$8.2M +$5.94M +772,014 +148%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$6.71M +$535K +69,595 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$6.53M +$5.89M +765,945 +290%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.59M +$362K +47,111 +6%
Victory Capital Management
10
Victory Capital Management
Texas
$5.29M +$61.5K +8,004 +1%
B
11
Braidwell
Connecticut
$4.77M
State Street
12
State Street
Massachusetts
$4.62M -$1.89M -246,244 -25%
Franklin Resources
13
Franklin Resources
California
$4.34M -$245K -31,898 -4%
RSCM
14
Rock Springs Capital Management
Maryland
$4.14M
PVI
15
Pura Vida Investments
New York
$3.25M +$355K +46,177 +10%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$3.11M +$2.25M +292,951 +148%
Millennium Management
17
Millennium Management
New York
$2.84M -$1.55M -201,611 -31%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$2.4M -$402K -52,279 -12%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$2.19M -$389K -50,649 -13%
KLC
20
Kent Lake Capital
Nevada
$2.08M +$2.52M +328,291 New
BFM
21
Boothbay Fund Management
New York
$2.01M +$697K +90,701 +40%
Northern Trust
22
Northern Trust
Illinois
$1.97M -$137K -17,873 -5%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.91M +$268K +34,800 +13%
Charles Schwab
24
Charles Schwab
California
$1.89M -$28.8K -3,746 -1%
JFG
25
Jefferies Financial Group
New York
$1.81M +$384K +50,000 +21%

LUNG Hedge Fund Activity: Q2 2024 in Review

111 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q2 2024, worth a combined $220M — down 31% from $321M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of LUNG and 21 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 40 added.

The largest buyer was Morgan Stanley, adding an estimated $6.3M. The largest seller was Point72 Asset Management, cutting an estimated $19M.

  • 111 institutional investors held Pulmonx (LUNG) as of Q2 2024, down from 118 in Q1 2024.
  • Funds reported $220M of Pulmonx stock for Q2 2024, down 31% quarter-over-quarter.
  • 21 funds opened new Pulmonx positions in Q2 2024 and 27 closed out, a net change of -6 holders.
  • The largest Pulmonx buyer in Q2 2024 was Morgan Stanley, an estimated $6.3M added.
  • The largest Pulmonx seller in Q2 2024 was Point72 Asset Management, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2024.