INNV icon

InnovAge Holding
INNV

Overview Fund Activity

61 hedge funds and large institutions have $60.6M invested in InnovAge Holding in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KLP
1
Kent Lake PR
Puerto Rico
$6.26M
2
WW
2
Winnow Wealth
Texas
$369K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.13M
4
WCP
4
Welch Capital Partners
New York
$1.66M
5
GCP
5
GSA Capital Partners
United Kingdom
$138K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$77.6K
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$8.49K
3
HF
3
HRT Financial
New York
$77K
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$86.1K
5
Jane Street
5
Jane Street
New York
$67.6K
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$19.4M 5,258,802 -1,041 -0%
CCM
2
Coliseum Capital Management
Connecticut
$14.4M 3,905,490 -9,474 -0.2%
KLP
3
Kent Lake PR
Puerto Rico
$6.26M 1,697,036 +197,036 +13%
BlackRock
4
BlackRock
New York
$4.59M 1,243,544 -15,851 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.13M 1,120,082 +84,619 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.05M 554,880 +16,205 +3%
WCP
7
Welch Capital Partners
New York
$1.66M 448,775 +82,868 +23%
State Street
8
State Street
Massachusetts
$1.26M 342,323 -972 -0.3%
Northern Trust
9
Northern Trust
Illinois
$1.08M 291,874 -22,049 -7%
CI
10
Cambiar Investors
Colorado
$849K 229,987 -102 -0%
Charles Schwab
11
Charles Schwab
California
$608K 164,706 +384 +0.2%
Renaissance Technologies
12
Renaissance Technologies
New York
$547K 148,300 -13,300 -8%
AAG
13
Accordant Advisory Group
Maryland
$369K 100,000 – –
WW
14
Winnow Wealth
Texas
$369K 100,000 +100,000 New
Citadel Advisors
15
Citadel Advisors
Florida
$355K 96,336 -26,087 -21%
SO
16
STRS Ohio
Ohio
$231K 62,500 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$184K 49,752 +8,782 +21%
Millennium Management
18
Millennium Management
New York
$172K 46,720 +20,409 +78%
TCM
19
Topline Capital Management
California
$160K 43,378 -26,765 -38%
NL
20
Nuveen LLC
North Carolina
$160K 43,237 -10,200 -19%
AllianceBernstein
21
AllianceBernstein
Tennessee
$141K 38,300 +2,000 +6%
GCP
22
GSA Capital Partners
United Kingdom
$138K 37,347 +37,347 New
Barclays
23
Barclays
United Kingdom
$130K 35,201 +15,608 +80%
WA
24
Waddell & Associates
Tennessee
$122K 33,014 +33,014 New
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$110K 29,750 +29,750 New
1
2 3