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Pulmonx

118 hedge funds and large institutions have $244M invested in Pulmonx in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

4% more funds holding

Funds holding: 113118 (+5)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less ownership

Funds ownership: 90.84%90.84% (-0%)

17% less capital invested

Capital invested by funds: $294M → $244M (-$50.2M)

100% less call options, than puts

Call options by funds: $4K | Put options by funds: $1.74M

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
36
Reduced
34
Closed
15
Calls
$4K
Puts
$1.74M
Net Calls
-$1.74M
Net Calls Change
+$301K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.2M +$331K +50,300 +0.9%
Primecap Management
2
Primecap Management
California
$37.4M -$1.08M -163,720 -3%
Morgan Stanley
3
Morgan Stanley
New York
$20.9M -$4.72M -716,107 -19%
BlackRock
4
BlackRock
New York
$19.4M +$359K +54,593 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.5M +$30K +4,554 +0.2%
DM
6
Deerfield Management
New York
$10.4M +$10.1M +1,534,763 New
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$8.5M +$906K +137,567 +12%
Deutsche Bank
8
Deutsche Bank
Germany
$7.48M -$137K -20,851 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.13M +$62.3K +9,454 +1%
ACM
10
Altium Capital Management
New York
$5.53M +$2.07M +315,000 +63%
RSCM
11
Rock Springs Capital Management
Maryland
$5.24M +$532K +80,851 +12%
JP Morgan Chase
12
JP Morgan Chase
New York
$5.22M -$1.89M -287,092 -27%
State Street
13
State Street
Massachusetts
$5.16M +$81K +12,300 +2%
B
14
Braidwell
Connecticut
$5.11M
Franklin Resources
15
Franklin Resources
California
$3.91M -$817K -124,116 -18%
KLP
16
Kent Lake PR
Puerto Rico
$2.84M -$537K -81,566 -16%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.77M +$398K +60,489 +17%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$2.67M +$211K +32,049 +9%
PVI
19
Pura Vida Investments
New York
$2.63M -$807K -122,575 -24%
Northern Trust
20
Northern Trust
Illinois
$2.53M +$68.7K +10,433 +3%
Charles Schwab
21
Charles Schwab
California
$2.14M +$15.6K +2,363 +0.8%
JFG
22
Jefferies Financial Group
New York
$1.94M -$7.94K -1,206 -0.4%
CWP
23
CFM Wealth Partners
Texas
$1.79M
Goldman Sachs
24
Goldman Sachs
New York
$1.65M -$67.2K -10,209 -4%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.5M +$405K +61,500 +39%

LUNG Hedge Fund Activity: Q4 2024 in Review

118 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Pulmonx (LUNG) for Q4 2024, worth a combined $244M — down 17% from $294M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LUNG positions and 15 closed out — a net gain of 8 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Deerfield Management, opening a new position worth an estimated $10.1M. The largest seller was Morgan Stanley, cutting an estimated $4.72M.

  • 118 institutional investors held Pulmonx (LUNG) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $244M of Pulmonx stock for Q4 2024, down 17% quarter-over-quarter.
  • 23 funds opened new Pulmonx positions in Q4 2024 and 15 closed out, a net change of +8 holders.
  • The largest Pulmonx buyer in Q4 2024 was Deerfield Management, an estimated $10.1M added.
  • The largest Pulmonx seller in Q4 2024 was Morgan Stanley, an estimated $4.72M sold.

Based on aggregated 13F filings for Q4 2024.