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LUNA

Luna Innovations Incorporated

Delisted

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

31 hedge funds and large institutions have $20.3M invested in Luna Innovations Incorporated in 2018 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $20.5M → $20.3M (-$135K)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

21% less funds holding

Funds holding: 3931 (-8)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 7

Holders
31
Holders Change
-8
Holders Change %
-20.51%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
9
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$3.83M +$51.8K +15,900 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3M +$103K +31,709 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.85M +$160K +49,010 +10%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.57M +$10.2K +3,125 +0.7%
FWSM
5
First Wilshire Securities Management
California
$1.39M -$54.1K -16,622 -4%
PCM
6
Perritt Capital Management
Illinois
$1.15M
EIM
7
Essex Investment Management
Massachusetts
$1.03M -$66.4K -20,402 -6%
BCM
8
Bridgeway Capital Management
Texas
$1.03M
BlackRock
9
BlackRock
New York
$1M +$4.63K +1,423 +0.5%
Morgan Stanley
10
Morgan Stanley
New York
$571K +$221K +67,950 +66%
EI
11
EAM Investors
California
$562K -$75.9K -23,320 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$498K
AIM
13
Alambic Investment Management
California
$438K +$91.8K +28,216 +28%
GWM
14
Geneos Wealth Management
Colorado
$407K
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$347K -$20.7K -6,365 -6%
AG
16
Algert Global
California
$323K -$387K -118,772 -55%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$282K
RJA
18
Raymond James & Associates
Florida
$273K
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$247K -$62.3K -19,125 -21%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$118K
Northern Trust
21
Northern Trust
Illinois
$108K
PAM
22
Panagora Asset Management
Massachusetts
$85K -$12.4K -3,796 -13%
Millennium Management
23
Millennium Management
New York
$57K -$91.7K -28,174 -63%
YCM
24
Yakira Capital Management
Connecticut
$53K -$12.5K -3,836 -20%
State Street
25
State Street
Massachusetts
$38K

LUNA Hedge Fund Activity: Q4 2018 in Review

31 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q4 2018, worth a combined $20.3M — down 0.66% from $20.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LUNA and 0 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Morgan Stanley, adding an estimated $221K. The largest seller was Algert Global, cutting an estimated $387K.

  • 31 institutional investors held Luna Innovations Incorporated (LUNA) as of Q4 2018, down from 39 in Q3 2018.
  • Funds reported $20.3M of Luna Innovations Incorporated stock for Q4 2018, down 0.66% quarter-over-quarter.
  • 0 funds opened new Luna Innovations Incorporated positions in Q4 2018 and 7 closed out, a net change of -7 holders.
  • The largest Luna Innovations Incorporated buyer in Q4 2018 was Morgan Stanley, an estimated $221K added.
  • The largest Luna Innovations Incorporated seller in Q4 2018 was Algert Global, an estimated $387K sold.

Based on aggregated 13F filings for Q4 2018.