Balyasny Asset Management
LUNA

Balyasny Asset Management’s Luna Innovations Incorporated LUNA Stock Holding History

Balyasny Asset Management’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,397
Closed -$171K – 3451
2022
Q4 		$171K Buy
+19,397
New +$123K ﹤0.01% 2164

Other funds holding LUNA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Balyasny Asset Management's LUNA Position: Q1 2023 in Review

Balyasny Asset Management sold out of Luna Innovations Incorporated (LUNA) in Q1 2023, closing a stake of 19,397 shares — an estimated $171K sold.

Balyasny Asset Management first reported a position in LUNA in Q4 2022 and held it in 1 quarter. The position peaked at $171K in Q4 2022. 85 funds tracked by Wall St. Rank hold LUNA as of Q1 2023.

  • Balyasny Asset Management reported no remaining Luna Innovations Incorporated position as of Q1 2023 after selling out during the quarter.
  • Balyasny Asset Management sold 19,397 Luna Innovations Incorporated shares in Q1 2023, an estimated $171K.
  • Balyasny Asset Management first reported a position in Luna Innovations Incorporated in Q4 2022 and held it in 1 quarter.
  • Balyasny Asset Management's Luna Innovations Incorporated position peaked at $171K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held Luna Innovations Incorporated as of Q1 2023.

Based on Balyasny Asset Management's 13F filing for Q1 2023, filed 15 May 2023.