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LUNA

Luna Innovations Incorporated

Delisted

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

58 hedge funds and large institutions have $31.4M invested in Luna Innovations Incorporated in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 6258 (-4)

19% less capital invested

Capital invested by funds: $38.6M → $31.4M (-$7.19M)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

86% less call options, than puts

Call options by funds: $17K | Put options by funds: $120K

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
14
Reduced
18
Closed
16
Calls
$17K
Puts
$120K
Net Calls
-$103K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$5.87M -$140K -79,249 -3%
Ameriprise
2
Ameriprise
Minnesota
$5.06M +$1.74K +982 +0%
WA
3
Wasatch Advisors
Utah
$4.79M -$107K -60,702 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.56M -$38.7K -21,854 -1%
NIM
5
Needham Investment Management
New York
$2.54M +$310K +175,000 +18%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.65M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.45M -$97.4K -55,068 -8%
BlackRock
8
BlackRock
New York
$1.1M -$900 -509 -0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$695K
Renaissance Technologies
10
Renaissance Technologies
New York
$643K +$220K +124,300 +72%
Marshall Wace
11
Marshall Wace
United Kingdom
$617K -$39.9K -22,548 -7%
MCM
12
Marathon Capital Management
Maryland
$416K +$8.84K +5,000 +3%
State Street
13
State Street
Massachusetts
$289K +$20.9K +11,800 +10%
GCP
14
GSA Capital Partners
United Kingdom
$279K +$120K +67,573 +110%
AC
15
Avenir Corporation
Virginia
$257K -$271K -153,000 -56%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$238K -$86.3K -48,800 -31%
Squarepoint
17
Squarepoint
New York
$226K +$53K +29,981 +40%
Millennium Management
18
Millennium Management
New York
$207K -$27.8K -15,715 -14%
GWM
19
Geneos Wealth Management
Colorado
$204K
Northern Trust
20
Northern Trust
Illinois
$145K -$17.4K -9,845 -13%
UBS Group
21
UBS Group
Switzerland
$139K +$94.2K +53,240 +487%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$133K +$42.3K +23,913 +64%
Morgan Stanley
23
Morgan Stanley
New York
$108K -$8.39K -4,746 -9%
Jane Street
24
Jane Street
New York
$103K +$14.3K +8,097 +20%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$85.1K -$30.1K -17,031 -30%

LUNA Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q4 2024, worth a combined $31.4M — down 19% from $38.6M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LUNA and 13 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was Needham Investment Management, adding an estimated $310K. The largest seller was ACK Asset Management, exiting entirely with an estimated $1.23M sold.

  • 58 institutional investors held Luna Innovations Incorporated (LUNA) as of Q4 2024, down from 62 in Q3 2024.
  • Funds reported $31.4M of Luna Innovations Incorporated stock for Q4 2024, down 19% quarter-over-quarter.
  • 13 funds opened new Luna Innovations Incorporated positions in Q4 2024 and 16 closed out, a net change of -3 holders.
  • The largest Luna Innovations Incorporated buyer in Q4 2024 was Needham Investment Management, an estimated $310K added.
  • The largest Luna Innovations Incorporated seller in Q4 2024 was ACK Asset Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2024.