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LUNA

Luna Innovations Incorporated
LUNA

Delisted

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

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76 hedge funds and large institutions have $145M invested in Luna Innovations Incorporated in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $366K

90% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 20

1% less capital invested

Capital invested by funds: $146M → $145M (-$811K)

6% less funds holding

Funds holding: 81 → 76 (-5)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
76
Holders Change
-5
Holders Change %
-6.17%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
38
Reduced
20
Closed
14
Calls
$1.23M
Puts
$366K
Net Calls
+$865K
Net Calls Change
+$404K

Top Buyers

Rank Fund Capital Flow
1
AAM
ACK Asset Management
Connecticut
+$3.36M
2
WA
Wasatch Advisors
Utah
+$2.83M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$1.47M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.34M
5
BFM
Boothbay Fund Management
New York
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.4M
2
SLG
Stanley-Laman Group
Pennsylvania
-$1.55M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.34M
4
WVP
Worth Venture Partners
New Jersey
-$834K
5
GIA
Gladstone Institutional Advisory
Florida
-$626K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
– -$1.34M -137,322 Closed
WVP
77
Worth Venture Partners
New Jersey
– -$834K -87,810 Closed
GIA
78
Gladstone Institutional Advisory
Florida
– -$626K -65,850 Closed
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
– -$130K -14,490 Closed
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
– -$103K -10,800 Closed
SG Americas Securities
81
SG Americas Securities
New York
– -$101K -10,668 Closed
PMFA
82
Plante Moran Financial Advisors
Michigan
– -$95K -10,000 Closed
SC
83
Scholtz & Company
Connecticut
– -$95K -10,000 Closed
DWA
84
Dorsey Wright & Associates
California
– -$38K -3,962 Closed
OSAM
85
O'Shaughnessy Asset Management
Connecticut
– -$2K -256 Closed
Fidelity Investments
86
Fidelity Investments
Massachusetts
– -$1K -134 Closed
CFRPA
87
Castle Financial & Retirement Planning Associates
New Jersey
– +$422 +47 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
– +$466 +52 New
1 2 3
4

LUNA Hedge Fund Activity: Q4 2021 in Review

76 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q4 2021, worth a combined $145M — down 0.56% from $146M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of LUNA and 9 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 38 added.

The largest buyer was ACK Asset Management, adding an estimated $3.36M. The largest seller was Morgan Stanley, cutting an estimated $2.4M.

  • 76 institutional investors held Luna Innovations Incorporated (LUNA) as of Q4 2021, down from 81 in Q3 2021.
  • Funds reported $145M of Luna Innovations Incorporated stock for Q4 2021, down 0.56% quarter-over-quarter.
  • 9 funds opened new Luna Innovations Incorporated positions in Q4 2021 and 14 closed out, a net change of -5 holders.
  • The largest Luna Innovations Incorporated buyer in Q4 2021 was ACK Asset Management, an estimated $3.36M added.
  • The largest Luna Innovations Incorporated seller in Q4 2021 was Morgan Stanley, an estimated $2.4M sold.

Based on aggregated 13F filings for Q4 2021.