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LUNA

Luna Innovations Incorporated

Delisted

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

25 hedge funds and large institutions have $2.2M invested in Luna Innovations Incorporated in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

14% more funds holding

Funds holding: 2225 (+3)

4% less capital invested

Capital invested by funds: $2.3M → $2.2M (-$100K)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Potomac Capital Management
New York
$631K +$132K +122,073 +22%
FWSM
2
First Wilshire Securities Management
California
$336K
Vanguard Group
3
Vanguard Group
Pennsylvania
$240K
BIT
4
BlackRock Institutional Trust
California
$195K
EPM
5
Equitec Proprietary Markets
Illinois
$158K -$77.9K -72,145 -30%
Renaissance Technologies
6
Renaissance Technologies
New York
$117K +$37K +34,200 +37%
NIM
7
Needham Investment Management
New York
$99K
TDC
8
Thompson Davis & Co
Virginia
$93K +$1.57K +1,453 +1%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$79K
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$52K
Geode Capital Management
11
Geode Capital Management
Massachusetts
$38K
YCM
12
Yakira Capital Management
Connecticut
$32K
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$25K +$5.4K +5,000 +23%
Northern Trust
14
Northern Trust
Illinois
$24K +$4.09K +3,782 +17%
Goldman Sachs
15
Goldman Sachs
New York
$17K +$7.83K +7,244 +68%
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
$14K -$30K -27,800 -65%
VKH
17
Virtu KCG Holdings
New York
$14K +$16.7K +15,501 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$10K +$11.3K +10,485 New
Citadel Advisors
19
Citadel Advisors
Florida
$10K +$12.1K +11,170 New
UBS Group
20
UBS Group
Switzerland
$8K +$7.66K +7,093 +457%
Citigroup
21
Citigroup
New York
$5K +$3.34K +3,095 +132%
BIM
22
BlackRock Investment Management
Delaware
$4K
Morgan Stanley
23
Morgan Stanley
New York
$1K -$50 -46 -7%
ST
24
Sphinx Trading
Illinois
$1K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1K +$1.72K +1,589 New

LUNA Hedge Fund Activity: Q3 2015 in Review

25 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q3 2015, worth a combined $2.2M — down 4.4% from $2.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LUNA positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Potomac Capital Management, adding an estimated $132K. The largest seller was Equitec Proprietary Markets, cutting an estimated $77.9K.

  • 25 institutional investors held Luna Innovations Incorporated (LUNA) as of Q3 2015, up from 22 in Q2 2015.
  • Funds reported $2.2M of Luna Innovations Incorporated stock for Q3 2015, down 4.4% quarter-over-quarter.
  • 4 funds opened new Luna Innovations Incorporated positions in Q3 2015 and 1 closed out, a net change of +3 holders.
  • The largest Luna Innovations Incorporated buyer in Q3 2015 was Potomac Capital Management, an estimated $132K added.
  • The largest Luna Innovations Incorporated seller in Q3 2015 was Equitec Proprietary Markets, an estimated $77.9K sold.

Based on aggregated 13F filings for Q3 2015.