Luna Innovations Incorporated
LUNA
LUNA was delisted on the 6th of January, 2025.
79 hedge funds and large institutions have $138M invested in Luna Innovations Incorporated in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 9 closing their positions.
197% more call options, than puts
Call options by funds: $653K | Put options by funds: $220K
89% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 19
26% more capital invested
Capital invested by funds: $110M → $138M (+$28.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 83 → 79 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$5.19M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$3.33M |
| 3 |
Morgan Stanley
New York
|
+$2.98M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.16M |
| 5 |
BlackRock
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.96M |
| 2 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$1.02M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$435K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$239K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$184K |
LUNA Hedge Fund Activity: Q4 2023 in Review
79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q4 2023, worth a combined $138M — up 26% from $110M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of LUNA and 5 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 36 added.
The largest buyer was Disciplined Growth Investors, opening a new position worth an estimated $5.19M. The largest seller was Royce & Associates, cutting an estimated $1.96M.
- 79 institutional investors held Luna Innovations Incorporated (LUNA) as of Q4 2023, down from 83 in Q3 2023.
- Funds reported $138M of Luna Innovations Incorporated stock for Q4 2023, up 26% quarter-over-quarter.
- 5 funds opened new Luna Innovations Incorporated positions in Q4 2023 and 9 closed out, a net change of -4 holders.
- The largest Luna Innovations Incorporated buyer in Q4 2023 was Disciplined Growth Investors, an estimated $5.19M added.
- The largest Luna Innovations Incorporated seller in Q4 2023 was Royce & Associates, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2023.