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InnovAge Holding
INNV

Overview Fund Activity

51 hedge funds and large institutions have $134M invested in InnovAge Holding in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
20
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
$235K
2
ECM
ExodusPoint Capital Management
New York
$367K
3
Geode Capital Management
Geode Capital Management
Massachusetts
$3.38M
4
Bank of America
Bank of America
North Carolina
$202K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$83.8K

Top Sellers

1
CCM
Coliseum Capital Management
Connecticut
$35.3M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$40.9M
3
BlackRock
BlackRock
New York
$10.2M
4
ZCM
Zebra Capital Management
Connecticut
$510K
5
AG
Algert Global
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$136K +$16.7K +2,092 +14%
ECG
27
Edge Capital Group
Georgia
$120K – – –
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$117K +$30.6K +3,826 +35%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$111K – – –
Deutsche Bank
30
Deutsche Bank
Germany
$101K +$34.1K +4,268 +51%
UBS Group
31
UBS Group
Switzerland
$94.3K +$14.6K +1,832 +18%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$83.8K +$83.8K +10,500 New
Barclays
33
Barclays
United Kingdom
$77K +$36.1K +4,527 +88%
AIG
34
American International Group
New York
$73.7K +$1.47K +184 +2%
Wells Fargo
35
Wells Fargo
California
$67.3K +$27.4K +3,433 +69%
Lazard Asset Management
36
Lazard Asset Management
New York
$67K – – –
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$64K – – –
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$56.8K -$4.18K -524 -7%
GG
39
Gleason Group
Kentucky
$39.9K – – –
AB
40
Amalgamated Bank
New York
$17K -$3.17K -386 -16%
Legal & General Group
41
Legal & General Group
United Kingdom
$15.7K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$14K +$2.34K +304 +20%
AIP
43
Ameritas Investment Partners
Nebraska
$11.5K – – –
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$10.1K +$2.75K +345 +37%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$9K -$17.3K -2,061 -66%
Nisa Investment Advisors
46
Nisa Investment Advisors
Missouri
$8K – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$4.94K +$958 +120 +24%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$3.68K +$3.68K +29,366 New
Citigroup
49
Citigroup
New York
$8 -$1.04K -130 -99%
AG
50
Algert Global
California
– -$90K -12,590 Closed
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