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LUNA

Luna Innovations Incorporated

Delisted

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

43 hedge funds and large institutions have $20.9M invested in Luna Innovations Incorporated in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

62% more capital invested

Capital invested by funds: $12.9M → $20.9M (+$8.02M)

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

13% more funds holding

Funds holding: 3843 (+5)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.3M +$444K +176,900 +21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.05M +$405K +161,614 +34%
PCM
3
Perritt Capital Management
Illinois
$1.41M -$173K -69,051 -13%
FWSM
4
First Wilshire Securities Management
California
$1.4M
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.36M +$67.8K +27,050 +7%
ACM
6
Ativo Capital Management
Illinois
$1.13M +$878K +350,105 New
EIM
7
Essex Investment Management
Massachusetts
$1.01M +$786K +313,266 New
BlackRock
8
BlackRock
New York
$948K -$1.8K -718 -0.2%
EI
9
EAM Investors
California
$867K -$16.4K -6,552 -2%
BCM
10
Bridgeway Capital Management
Texas
$810K +$170K +67,830 +37%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$688K +$178K +71,055 +50%
AG
12
Algert Global
California
$654K +$411K +164,077 +434%
LP
13
Luzich Partners
Nevada
$547K -$738K -294,382 -64%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$482K
GWM
15
Geneos Wealth Management
Colorado
$450K -$40.1K -16,000 -10%
TDC
16
Thompson Davis & Co
Virginia
$404K -$4.33K -1,725 -1%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$401K +$310K +123,804 New
Deutsche Bank
18
Deutsche Bank
Germany
$368K +$32.3K +12,888 +13%
AIM
19
Alambic Investment Management
California
$285K +$37K +14,766 +20%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$273K
RJA
21
Raymond James & Associates
Florida
$264K
Millennium Management
22
Millennium Management
New York
$237K -$154K -61,602 -46%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$223K +$173K +68,801 New
JP Morgan Chase
24
JP Morgan Chase
New York
$206K +$78.2K +31,184 +97%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$202K +$43.2K +17,215 +38%

LUNA Hedge Fund Activity: Q1 2018 in Review

43 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q1 2018, worth a combined $20.9M — up 62% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LUNA positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Ativo Capital Management, opening a new position worth an estimated $878K. The largest seller was Luzich Partners, cutting an estimated $738K.

  • 43 institutional investors held Luna Innovations Incorporated (LUNA) as of Q1 2018, up from 38 in Q4 2017.
  • Funds reported $20.9M of Luna Innovations Incorporated stock for Q1 2018, up 62% quarter-over-quarter.
  • 9 funds opened new Luna Innovations Incorporated positions in Q1 2018 and 4 closed out, a net change of +5 holders.
  • The largest Luna Innovations Incorporated buyer in Q1 2018 was Ativo Capital Management, an estimated $878K added.
  • The largest Luna Innovations Incorporated seller in Q1 2018 was Luzich Partners, an estimated $738K sold.

Based on aggregated 13F filings for Q1 2018.