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LUNA

Luna Innovations Incorporated

Delisted

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

72 hedge funds and large institutions have $137M invested in Luna Innovations Incorporated in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $80.3M → $137M (+$56.6M)

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 7272 (0)

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
25
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.7M +$406K +50,925 +3%
RA
2
Royce & Associates
New York
$19.4M -$58.9K -7,390 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.2M +$2.18M +273,504 +23%
AAM
4
ACK Asset Management
Connecticut
$7.99M
WA
5
Wasatch Advisors
Utah
$7.34M +$5.93M +743,173 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.26M +$229K +28,687 +4%
Morgan Stanley
7
Morgan Stanley
New York
$6.15M +$536K +67,197 +12%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.89M -$211K -26,500 -4%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.44M -$2.08M -261,309 -32%
State Street
10
State Street
Massachusetts
$4.75M +$1.11M +139,116 +41%
TAM
11
THB Asset Management
Connecticut
$4.48M +$1.24M +155,295 +52%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.26M +$192K +24,074 +6%
Northern Trust
13
Northern Trust
Illinois
$3.19M -$41.3K -5,177 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.74M +$19.1K +2,400 +0.9%
RHJA
15
Rice Hall James & Associates
California
$2.18M -$67.8K -8,508 -4%
GWM
16
Geneos Wealth Management
Colorado
$2.04M +$668K +83,800 +77%
IMOV
17
Investment Management of Virginia
Virginia
$1.91M
EIM
18
Essex Investment Management
Massachusetts
$1.8M -$1.08M -135,890 -43%
EI
19
EAM Investors
California
$1.38M +$1.11M +139,276 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.37M +$229K +28,722 +26%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.19M +$126K +15,848 +15%
AC
22
Avenir Corporation
Virginia
$1.14M +$212K +26,600 +30%
WVP
23
Worth Venture Partners
New Jersey
$1.11M +$194K +24,352 +28%
PCM
24
Perritt Capital Management
Illinois
$942K -$19.9K -2,500 -3%
N
25
Nuveen
North Carolina
$846K +$106K +13,330 +18%

LUNA Hedge Fund Activity: Q4 2020 in Review

72 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q4 2020, worth a combined $137M — up 71% from $80.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LUNA positions and 15 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $5.93M. The largest seller was Renaissance Technologies, cutting an estimated $2.08M.

  • 72 institutional investors held Luna Innovations Incorporated (LUNA) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $137M of Luna Innovations Incorporated stock for Q4 2020, up 71% quarter-over-quarter.
  • 16 funds opened new Luna Innovations Incorporated positions in Q4 2020 and 15 closed out, a net change of +1 holder.
  • The largest Luna Innovations Incorporated buyer in Q4 2020 was Wasatch Advisors, an estimated $5.93M added.
  • The largest Luna Innovations Incorporated seller in Q4 2020 was Renaissance Technologies, an estimated $2.08M sold.

Based on aggregated 13F filings for Q4 2020.