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LUNA

Luna Innovations Incorporated
LUNA

Delisted

LUNA was delisted on the 6th of January, 2025.

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77 hedge funds and large institutions have $154M invested in Luna Innovations Incorporated in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $549K | Put options by funds: $106K

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $137M → $154M (+$17.4M)

7% more funds holding

Funds holding: 72 → 77 (+5)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
22
Reduced
29
Closed
10
Calls
$549K
Puts
$106K
Net Calls
+$443K
Net Calls Change
+$443K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$6.5M
2
HighTower Advisors
HighTower Advisors
Illinois
+$5.15M
3
Morgan Stanley
Morgan Stanley
New York
+$2.03M
4
SLG
Stanley-Laman Group
Pennsylvania
+$1.56M
5
BFM
Boothbay Fund Management
New York
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$1.09M
2
RA
Royce & Associates
New York
-$1.06M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.06M
4
WA
Wasatch Advisors
Utah
-$921K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$882K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$1.1M -$371K -33,207 -24%
GWM
27
Geneos Wealth Management
Colorado
$1.08M -$1.09M -97,700 -51%
PCM
28
Perritt Capital Management
Illinois
$977K -$28K -2,500 -3%
OAM
29
Oberweis Asset Management
Illinois
$895K +$950K +85,000 New
JP Morgan Chase
30
JP Morgan Chase
New York
$876K +$15.4K +1,377 +2%
N
31
Nuveen
North Carolina
$841K -$64.4K -5,761 -7%
Charles Schwab
32
Charles Schwab
California
$781K +$28.1K +2,517 +4%
Wells Fargo
33
Wells Fargo
California
$692K +$170K +15,222 +30%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$627K – – –
MFIM
35
Mesirow Financial Investment Management
Illinois
$545K -$6.2K -554 -1%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$460K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$436K – – –
BIMC
38
Benson Investment Management Company
Virginia
$413K +$397K +35,528 +960%
APP
39
Alpha Paradigm Partners
Illinois
$310K +$329K +29,456 New
Bank of America
40
Bank of America
North Carolina
$292K +$169K +15,100 +119%
AQR Capital Management
41
AQR Capital Management
Connecticut
$272K +$58.1K +5,193 +25%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$257K +$68.2K +6,100 +33%
Barclays
43
Barclays
United Kingdom
$257K +$168K +15,014 +159%
Millennium Management
44
Millennium Management
New York
$235K +$250K +22,362 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$232K -$14.4K -1,290 -6%
Deutsche Bank
46
Deutsche Bank
Germany
$215K -$20.4K -1,827 -8%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196K +$3.6K +322 +2%
Goldman Sachs
48
Goldman Sachs
New York
$194K +$75.8K +6,780 +58%
Squarepoint
49
Squarepoint
New York
$180K +$191K +17,079 New
HW
50
Hancock Whitney
Mississippi
$172K – – –
1
2
3 4

LUNA Hedge Fund Activity: Q1 2021 in Review

77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q1 2021, worth a combined $154M — up 13% from $137M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LUNA positions and 10 closed out — a net gain of 6 holders — while 22 added to existing stakes and 29 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $6.5M. The largest seller was Geneos Wealth Management, cutting an estimated $1.09M.

  • 77 institutional investors held Luna Innovations Incorporated (LUNA) as of Q1 2021, up from 72 in Q4 2020.
  • Funds reported $154M of Luna Innovations Incorporated stock for Q1 2021, up 13% quarter-over-quarter.
  • 16 funds opened new Luna Innovations Incorporated positions in Q1 2021 and 10 closed out, a net change of +6 holders.
  • The largest Luna Innovations Incorporated buyer in Q1 2021 was Victory Capital Management, an estimated $6.5M added.
  • The largest Luna Innovations Incorporated seller in Q1 2021 was Geneos Wealth Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2021.