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InnovAge Holding
INNV

Overview Fund Activity

54 hedge funds and large institutions have $123M invested in InnovAge Holding in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
23
Reduced
17
Closed
7
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
-$12K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$37.7M
2
KLC
Kent Lake Capital
Nevada
$8.11M
3
Vanguard Group
Vanguard Group
Pennsylvania
$13.8M
4
BlackRock
BlackRock
New York
$9.48M
5
State Street
State Street
Massachusetts
$2.41M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$1.67M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$390K
3
AR
Advisory Research
Illinois
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$151K
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$102K +$69.4K +9,672 +212%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$99.6K +$99.6K +13,867 New
AG
28
Algert Global
California
$90K +$90K +12,590 New
MIM
29
MetLife Investment Management
New Jersey
$83.1K +$83.1K +11,572 New
Jane Street
30
Jane Street
New York
$81.3K -$6.78K -944 -8%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$78K +$3.73K +517 +5%
UBS Group
32
UBS Group
Switzerland
$71.7K +$35.8K +4,982 +100%
AIG
33
American International Group
New York
$65K -$237 -33 -0.4%
Deutsche Bank
34
Deutsche Bank
Germany
$60K +$905 +126 +2%
Lazard Asset Management
35
Lazard Asset Management
New York
$60K – – –
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$58K – – –
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$54.8K +$617 +86 +1%
Barclays
38
Barclays
United Kingdom
$37K +$31.2K +4,326 +533%
Wells Fargo
39
Wells Fargo
California
$35.9K -$589 -82 -2%
GG
40
Gleason Group
Kentucky
$35.9K – – –
AF
41
Advisornet Financial
Minnesota
$28.7K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$22K +$20.4K +2,898 +1,244%
AB
43
Amalgamated Bank
New York
$18K – – –
Legal & General Group
44
Legal & General Group
United Kingdom
$14.2K +$3.45K +481 +32%
TRCT
45
Tower Research Capital (TRC)
New York
$11K -$9.67K -1,335 -47%
AIP
46
Ameritas Investment Partners
Nebraska
$10.6K – – –
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$9.8K +$9.8K +1,365 New
Nisa Investment Advisors
48
Nisa Investment Advisors
Missouri
$7K – – –
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$6.61K -$151 -21 -2%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3.58K -$1.13K -158 -24%
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