Pulmatrix
PULM
13 hedge funds and large institutions have $566K invested in Pulmatrix in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more capital invested
Capital invested by funds: $486K → $566K (+$80.6K)
8% more funds holding
Funds holding: 12 → 13 (+1)
0.36% more ownership
Funds ownership: 6.89% → 7.25% (+0.36%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$21.7K |
| 2 |
Renaissance Technologies
New York
|
+$10.5K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$6.52K |
| 4 |
PS
Planned Solutions
Folsom,
California
|
+$52 |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$21 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.23K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.06K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$262 |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$19 |
| 5 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
-$2 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Renaissance Technologies
New York
| $251K | +$10.5K | +5,000 | +4% |
|
2
BlackRock
New York
| $117K | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $75.1K | – | – | – |
|
|
4
Geode Capital Management
Boston,
Massachusetts
| $63.3K | +$6.52K | +3,108 | +12% |
|
5
State Street
Boston,
Massachusetts
| $29.8K | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| $22.1K | +$21.7K | +10,342 | New |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $6.33K | -$4.06K | -1,935 | -40% |
|
|
8
UBS Group
Zurich,
Switzerland
| $839 | -$7.23K | -3,447 | -90% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $107 | -$262 | -125 | -71% |
|
10
Bank of America
Charlotte,
North Carolina
| $81 | +$17 | +8 | +27% |
|
|
PS
11
Planned Solutions
Folsom,
California
| $54 | +$52 | +25 | New |
|
|
12
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $21 | +$21 | +10 | New |
|
|
AF
13
Allworth Financial
Folsom,
California
| $7 | – | – | – |
|
|
GI
14
Gradient Investments
Arden Hills,
Minnesota
| – | -$19 | -10 | Closed |
|
|
HWP
15
Highline Wealth Partners
Sherman Oaks,
California
| – | -$2 | -1 | Closed |
|
PULM Hedge Fund Activity: Q3 2024 in Review
13 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Pulmatrix (PULM) for Q3 2024, worth a combined $566K — up 17% from $486K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PULM positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $21.7K. The largest seller was UBS Group, cutting an estimated $7.23K.
- 13 institutional investors held Pulmatrix (PULM) as of Q3 2024, up from 12 in Q2 2024.
- Funds reported $566K of Pulmatrix stock for Q3 2024, up 17% quarter-over-quarter.
- 3 funds opened new Pulmatrix positions in Q3 2024 and 2 closed out, a net change of +1 holder.
- The largest Pulmatrix buyer in Q3 2024 was Citadel Advisors, an estimated $21.7K added.
- The largest Pulmatrix seller in Q3 2024 was UBS Group, an estimated $7.23K sold.
Based on aggregated 13F filings for Q3 2024.