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LUNA

Luna Innovations Incorporated

Delisted

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

22 hedge funds and large institutions have $2.3M invested in Luna Innovations Incorporated in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more capital invested

Capital invested by funds: $693K → $2.3M (+$1.61M)

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

29% more funds holding

Funds holding: 1722 (+5)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Potomac Capital Management
New York
$570K +$678K +553,471 New
FWSM
2
First Wilshire Securities Management
California
$371K +$441K +359,796 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$263K +$110K +89,697 +54%
EPM
4
Equitec Proprietary Markets
Illinois
$249K +$296K +241,729 New
BIT
5
BlackRock Institutional Trust
California
$215K +$256K +208,480 New
NIM
6
Needham Investment Management
New York
$109K +$130K +105,939 New
TDC
7
Thompson Davis & Co
Virginia
$101K +$120K +98,178 New
Renaissance Technologies
8
Renaissance Technologies
New York
$94K +$95.4K +77,805 +572%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$87K +$27.5K +22,438 +36%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$57K
SKK
11
Shepherd Kaplan Krochuk
Massachusetts
$44K -$25.7K -21,000 -33%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$42K +$17.8K +14,502 +55%
YCM
13
Yakira Capital Management
Connecticut
$36K -$634 -517 -1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$22.4K
Northern Trust
15
Northern Trust
Illinois
$22K +$11.4K +9,282 +73%
Goldman Sachs
16
Goldman Sachs
New York
$11K -$5.67K -4,622 -30%
BIM
17
BlackRock Investment Management
Delaware
$4K +$5.29K +4,317 New
MFS
18
MSI Financial Services
Massachusetts
$2K
Citigroup
19
Citigroup
New York
$2K +$1.07K +870 +59%
UBS Group
20
UBS Group
Switzerland
$1K -$1.51K -1,231 -44%
Morgan Stanley
21
Morgan Stanley
New York
$1K +$804 +656 +2,624%
ST
22
Sphinx Trading
Illinois
$1K +$1.56K +1,271 New
ICOA
23
Investment Centers of America
North Dakota
-$17K -12,500 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$15K -11,000 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$2K -1,478 Closed

LUNA Hedge Fund Activity: Q2 2015 in Review

22 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q2 2015, worth a combined $2.3M — up 233% from $693K a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LUNA positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Potomac Capital Management, opening a new position worth an estimated $678K. The largest seller was Shepherd Kaplan Krochuk, cutting an estimated $25.7K.

  • 22 institutional investors held Luna Innovations Incorporated (LUNA) as of Q2 2015, up from 17 in Q1 2015.
  • Funds reported $2.3M of Luna Innovations Incorporated stock for Q2 2015, up 233% quarter-over-quarter.
  • 8 funds opened new Luna Innovations Incorporated positions in Q2 2015 and 3 closed out, a net change of +5 holders.
  • The largest Luna Innovations Incorporated buyer in Q2 2015 was Potomac Capital Management, an estimated $678K added.
  • The largest Luna Innovations Incorporated seller in Q2 2015 was Shepherd Kaplan Krochuk, an estimated $25.7K sold.

Based on aggregated 13F filings for Q2 2015.