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LUNA

Luna Innovations Incorporated

Delisted

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

24 hedge funds and large institutions have $3.55M invested in Luna Innovations Incorporated in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

15% more capital invested

Capital invested by funds: $3.09M → $3.55M (+$463K)

8% less funds holding

Funds holding: 2624 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWSM
1
First Wilshire Securities Management
California
$644K -$9.86K -7,200 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$522K +$90.2K +65,886 +23%
Renaissance Technologies
3
Renaissance Technologies
New York
$485K +$81.1K +59,200 +22%
TDC
4
Thompson Davis & Co
Virginia
$428K +$92.9K +67,832 +30%
BIT
5
BlackRock Institutional Trust
California
$306K
GWM
6
Geneos Wealth Management
Colorado
$235K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$203K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$124K
RJA
9
Raymond James & Associates
Florida
$120K
SIM
10
Spark Investment Management
New York
$118K +$51.9K +37,900 +89%
PCM
11
Perritt Capital Management
Illinois
$97K +$90K +65,700 New
PAM
12
Panagora Asset Management
Massachusetts
$74K
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$59K -$2.74K -2,000 -5%
YCM
14
Yakira Capital Management
Connecticut
$51K
Northern Trust
15
Northern Trust
Illinois
$38K +$319 +233 +0.9%
GC
16
Guggenheim Capital
Illinois
$19K
BFA
17
BlackRock Fund Advisors
California
$13K +$2.96K +2,160 +31%
US Bancorp
18
US Bancorp
Minnesota
$5K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4K
Citigroup
20
Citigroup
New York
$3K
SIC
21
Salem Investment Counselors
North Carolina
$3K
Wells Fargo
22
Wells Fargo
California
$2K +$2.12K +1,551 New
SKK
23
Shepherd Kaplan Krochuk
Massachusetts
-$39K -28,000 Closed
Neuberger Berman Group
24
Neuberger Berman Group
New York
-$20K -14,500 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$16K -11,380 Closed

LUNA Hedge Fund Activity: Q4 2016 in Review

24 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q4 2016, worth a combined $3.55M — up 15% from $3.09M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LUNA and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Thompson Davis & Co, adding an estimated $92.9K. The largest seller was Shepherd Kaplan Krochuk, exiting entirely with an estimated $39K sold.

  • 24 institutional investors held Luna Innovations Incorporated (LUNA) as of Q4 2016, down from 26 in Q3 2016.
  • Funds reported $3.55M of Luna Innovations Incorporated stock for Q4 2016, up 15% quarter-over-quarter.
  • 2 funds opened new Luna Innovations Incorporated positions in Q4 2016 and 4 closed out, a net change of -2 holders.
  • The largest Luna Innovations Incorporated buyer in Q4 2016 was Thompson Davis & Co, an estimated $92.9K added.
  • The largest Luna Innovations Incorporated seller in Q4 2016 was Shepherd Kaplan Krochuk, an estimated $39K sold.

Based on aggregated 13F filings for Q4 2016.