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InnovAge Holding
INNV

Overview Fund Activity

50 hedge funds and large institutions have $123M invested in InnovAge Holding in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
15
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KLC
Kent Lake Capital
Nevada
$8.73M
2
Northern Trust
Northern Trust
Illinois
$2.81M
3
MIM
MetLife Investment Management
New Jersey
$81.5K
4
Geode Capital Management
Geode Capital Management
Massachusetts
$3.25M
5
Citigroup
Citigroup
New York
$42.3K

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$37.3M
2
BlackRock
BlackRock
New York
$9.1M
3
CI
Cambiar Investors
Colorado
$2.06M
4
Millennium Management
Millennium Management
New York
$0
5
CCM
Coliseum Capital Management
Connecticut
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
26
Edge Capital Group
Georgia
$113K – – –
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$104K – – –
Wells Fargo
28
Wells Fargo
California
$96.7K +$33.5K +4,463 +53%
MIM
29
MetLife Investment Management
New Jersey
$81.5K +$81.5K +10,873 New
Lazard Asset Management
30
Lazard Asset Management
New York
$76K +$12.7K +1,691 +20%
Deutsche Bank
31
Deutsche Bank
Germany
$73.5K -$21.3K -2,834 -22%
AIG
32
American International Group
New York
$68.3K -$945 -126 -1%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$60K -$112 -15 -0.2%
Bank of America
34
Bank of America
North Carolina
$48.1K -$141K -18,862 -75%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$47.2K -$6.14K -818 -12%
Citigroup
36
Citigroup
New York
$42.3K +$42.3K +5,635 +563,500%
GG
37
Gleason Group
Kentucky
$37.5K – – –
Barclays
38
Barclays
United Kingdom
$32K -$40.5K -5,398 -56%
GCM
39
Gladius Capital Management
Illinois
$28.8K +$28.8K +3,840 New
AB
40
Amalgamated Bank
New York
$21K +$5.79K +788 +38%
Legal & General Group
41
Legal & General Group
United Kingdom
$18.1K +$3.23K +431 +22%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$14K +$5.81K +759 +71%
AIP
43
Ameritas Investment Partners
Nebraska
$10.8K – – –
MLICM
44
Metropolitan Life Insurance Company (MetLife)
New York
$9.45K +$9.45K +1,260 New
TRCT
45
Tower Research Capital (TRC)
New York
$8.12K -$5.55K -740 -41%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$7.83K -$1.67K -222 -18%
Nisa Investment Advisors
47
Nisa Investment Advisors
Missouri
$7.65K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$5.47K +$825 +110 +18%
Millennium Management
49
Millennium Management
New York
– -$235K -29,408 Closed
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
– -$3.68K -29,366 Closed
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