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LUNA

Luna Innovations Incorporated

Delisted

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

77 hedge funds and large institutions have $154M invested in Luna Innovations Incorporated in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $549K | Put options by funds: $106K

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $137M → $154M (+$17.4M)

7% more funds holding

Funds holding: 7277 (+5)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
22
Reduced
29
Closed
10
Calls
$549K
Puts
$106K
Net Calls
+$443K
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.1M +$23.7K +2,121 +0.1%
RA
2
Royce & Associates
New York
$19.7M -$1.06M -94,820 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.3M -$882K -78,853 -5%
Morgan Stanley
4
Morgan Stanley
New York
$8.46M +$2.03M +181,578 +29%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.22M +$507K +45,365 +6%
AAM
6
ACK Asset Management
Connecticut
$7.99M
WA
7
Wasatch Advisors
Utah
$6.96M -$921K -82,387 -11%
Victory Capital Management
8
Victory Capital Management
Texas
$6.13M +$6.5M +581,656 New
PAIM
9
Punch & Associates Investment Management
Minnesota
$6.11M -$179K -16,000 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.23M +$725K +64,873 +15%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.85M +$5.15M +460,867 New
Renaissance Technologies
12
Renaissance Technologies
New York
$4.8M -$1.06M -94,500 -17%
State Street
13
State Street
Massachusetts
$4.79M -$286K -25,600 -5%
Northern Trust
14
Northern Trust
Illinois
$3.16M -$253K -22,607 -7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.04M +$125K +11,150 +4%
RHJA
16
Rice Hall James & Associates
California
$2.31M -$15.9K -1,423 -0.6%
IMOV
17
Investment Management of Virginia
Virginia
$2.03M -$839 -75 -0%
EIM
18
Essex Investment Management
Massachusetts
$1.74M -$195K -17,403 -10%
SLG
19
Stanley-Laman Group
Pennsylvania
$1.47M +$1.56M +139,462 New
BFM
20
Boothbay Fund Management
New York
$1.45M +$1.54M +138,016 New
EI
21
EAM Investors
California
$1.44M -$24.8K -2,222 -2%
AC
22
Avenir Corporation
Virginia
$1.31M +$101K +9,060 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.26M -$12.5K -1,118 -0.9%
WVP
24
Worth Venture Partners
New Jersey
$1.2M +$9.97K +892 +0.8%
Norges Bank
25
Norges Bank
Norway
$1.13M +$1.2M +107,000 New

LUNA Hedge Fund Activity: Q1 2021 in Review

77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q1 2021, worth a combined $154M — up 13% from $137M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LUNA positions and 10 closed out — a net gain of 6 holders — while 22 added to existing stakes and 29 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $6.5M. The largest seller was Geneos Wealth Management, cutting an estimated $1.09M.

  • 77 institutional investors held Luna Innovations Incorporated (LUNA) as of Q1 2021, up from 72 in Q4 2020.
  • Funds reported $154M of Luna Innovations Incorporated stock for Q1 2021, up 13% quarter-over-quarter.
  • 16 funds opened new Luna Innovations Incorporated positions in Q1 2021 and 10 closed out, a net change of +6 holders.
  • The largest Luna Innovations Incorporated buyer in Q1 2021 was Victory Capital Management, an estimated $6.5M added.
  • The largest Luna Innovations Incorporated seller in Q1 2021 was Geneos Wealth Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2021.