InnovAge Holding (INNV)

• Market cap: $478M
• 1 day: -4.07%
• 5 days: -12.16%
• 1 month: -10.61%
• 3 months: 9.60%
• 6 months: -20.27%
• Year to date: -10.15%
• 1 year: -31.13%
• 5 years: -85.37%
• 10 years: -85.37%
• Sector: Healthcare
• Industry: Medical Care Facilities

About: InnovAge Holding Corp is a healthcare delivery platform by several participants focused on providing all-inclusive, capitated care to high-cost, dual-eligible seniors. Its patient-centered care delivery approach improves the quality of care while keeping them in their homes and reducing over-utilization of high-cost care settings such as hospitals and nursing homes. The company's segment includes PACE and others. It generates maximum revenue from the PACE segment.

Employees: 2,350

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

250% more call options, than puts

Call options by funds: $21K | Put options by funds: $6K

12% more funds holding

Funds holding: 51 [Q4 2024] → 57 (+6) [Q1 2025]

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0.17% more ownership

Funds ownership: 11.82% [Q4 2024] → 11.99% (+0.17%) [Q1 2025]

23% less capital invested

Capital invested by funds: $62.9M [Q4 2024] → $48.3M (-$14.6M) [Q1 2025]