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Pulmonx

113 hedge funds and large institutions have $294M invested in Pulmonx in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $220M → $294M (+$73.5M)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

2% more funds holding

Funds holding: 111113 (+2)

1.34% more ownership

Funds ownership: 89.5%90.84% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $10K | Put options by funds: $2.05M

Holders
113
Holders Change
+2
Holders Change %
+1.8%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
38
Reduced
29
Closed
22
Calls
$10K
Puts
$2.05M
Net Calls
-$2.04M
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$48.7M +$4.28M +591,859 +11%
Primecap Management
2
Primecap Management
California
$47.1M -$245K -33,890 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$31.4M +$2.3M +317,868 +9%
BlackRock
4
BlackRock
New York
$23.2M +$925K +127,795 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.9M +$747K +103,292 +5%
Deutsche Bank
6
Deutsche Bank
Germany
$9.3M -$1.24M -171,258 -13%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$9.24M +$400K +55,279 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.75M +$181K +25,002 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.4M +$80.7K +11,151 +1%
B
10
Braidwell
Connecticut
$6.24M
State Street
11
State Street
Massachusetts
$6.19M +$135K +18,592 +3%
RSCM
12
Rock Springs Capital Management
Maryland
$5.73M +$281K +38,900 +6%
Franklin Resources
13
Franklin Resources
California
$4.8M +$113K +15,570 +2%
PVI
14
Pura Vida Investments
New York
$4.23M -$23.1K -3,189 -0.6%
ACM
15
Altium Capital Management
New York
$4.14M +$3.62M +500,000 New
KLP
16
Kent Lake PR
Puerto Rico
$4.14M +$3.62M +500,000 New
PHS
17
PFM Health Sciences
California
$3.06M +$2.67M +368,929 New
Northern Trust
18
Northern Trust
Illinois
$3M +$375K +51,777 +17%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$2.99M -$132K -18,231 -5%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$2.88M +$17.8K +2,459 +0.7%
Charles Schwab
21
Charles Schwab
California
$2.6M +$112K +15,543 +5%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$2.5M -$1.37M -188,926 -39%
JFG
23
Jefferies Financial Group
New York
$2.37M +$8.73K +1,206 +0.4%
BFM
24
Boothbay Fund Management
New York
$2.29M -$295K -40,714 -13%
CWP
25
CFM Wealth Partners
Texas
$2.19M

LUNG Hedge Fund Activity: Q3 2024 in Review

113 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q3 2024, worth a combined $294M — up 33% from $220M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LUNG positions and 22 closed out — a net gain of 5 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.28M. The largest seller was Victory Capital Management, exiting entirely with an estimated $5.29M sold.

  • 113 institutional investors held Pulmonx (LUNG) as of Q3 2024, up from 111 in Q2 2024.
  • Funds reported $294M of Pulmonx stock for Q3 2024, up 33% quarter-over-quarter.
  • 27 funds opened new Pulmonx positions in Q3 2024 and 22 closed out, a net change of +5 holders.
  • The largest Pulmonx buyer in Q3 2024 was Fidelity Investments, an estimated $4.28M added.
  • The largest Pulmonx seller in Q3 2024 was Victory Capital Management, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2024.