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LUNA

Luna Innovations Incorporated

Delisted

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

74 hedge funds and large institutions have $138M invested in Luna Innovations Incorporated in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

92% more capital invested

Capital invested by funds: $71.8M → $138M (+$66M)

16% more funds holding

Funds holding: 6474 (+10)

2% more call options, than puts

Call options by funds: $976K | Put options by funds: $953K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
14
Reduced
28
Closed
8
Calls
$976K
Puts
$953K
Net Calls
+$23K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
51
Man Group
United Kingdom
$118K +$85K +13,419 New
Charles Schwab
52
Charles Schwab
California
$103K
ISL
53
Ingalls & Snyder LLC
New York
$96K
BFM
54
Boothbay Fund Management
New York
$90.4K -$760K -119,838 -92%
Wells Fargo
55
Wells Fargo
California
$60.9K -$6.29K -993 -13%
PI
56
PEAK6 Investments
Illinois
$58.5K +$42.2K +6,657 New
UBS Group
57
UBS Group
Switzerland
$53.6K -$2.97K -469 -7%
Legal & General Group
58
Legal & General Group
United Kingdom
$45.7K -$22.4K -3,542 -41%
Osaic Holdings
59
Osaic Holdings
Arizona
$33K -$8.26K -1,304 -26%
US Bancorp
60
US Bancorp
Minnesota
$30.8K
CHC
61
City Holding Co
West Virginia
$26.4K +$19K +3,000 New
CFGS
62
Concourse Financial Group Securities
Alabama
$22.4K +$16.2K +2,550 New
JP Morgan Chase
63
JP Morgan Chase
New York
$21K +$15K +2,368 New
Bank of America
64
Bank of America
North Carolina
$19.4K -$208K -32,860 -94%
MCA
65
Maryland Capital Advisors
Maryland
$17.6K
BC
66
Burleson & Co
California
$8.79K
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$7.34K +$79.2K +12,502 +2%
SIC
68
Salem Investment Counselors
North Carolina
$5.58K
SSB
69
Sandy Spring Bank
Maryland
$4.83K +$3.49K +550 New
TAM
70
Tucker Asset Management
Colorado
$1.83K +$1.27K +200 New
IA
71
IFP Advisors
Florida
$1K -$2K -315 -79%
CAM
72
ClariVest Asset Management
California
$1K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$1K +$196 +31 +100%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$255 -$8.84K -1,395 -98%
Two Sigma Investments
75
Two Sigma Investments
New York
-$350K -78,852 Closed

LUNA Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q4 2022, worth a combined $138M — up 92% from $71.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LUNA positions and 8 closed out — a net gain of 10 holders — while 14 added to existing stakes and 28 trimmed.

The largest buyer was Essex Investment Management, opening a new position worth an estimated $1.85M. The largest seller was Boothbay Fund Management, cutting an estimated $760K.

  • 74 institutional investors held Luna Innovations Incorporated (LUNA) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $138M of Luna Innovations Incorporated stock for Q4 2022, up 92% quarter-over-quarter.
  • 18 funds opened new Luna Innovations Incorporated positions in Q4 2022 and 8 closed out, a net change of +10 holders.
  • The largest Luna Innovations Incorporated buyer in Q4 2022 was Essex Investment Management, an estimated $1.85M added.
  • The largest Luna Innovations Incorporated seller in Q4 2022 was Boothbay Fund Management, an estimated $760K sold.

Based on aggregated 13F filings for Q4 2022.