InnovAge Holding
INNV
47 hedge funds and large institutions have $74M invested in InnovAge Holding in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
4% more funds holding
Funds holding: 45 → 47 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.04% less ownership
Funds ownership: 12.29% → 12.25% (-0.04%)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
26% less capital invested
Capital invested by funds: $100M → $74M (-$26.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$387K |
| 2 |
KLC
Kent Lake Capital
Reno,
Nevada
|
+$327K |
| 3 |
Charles Schwab
San Francisco,
California
|
+$108K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.3K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$60.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$251K |
| 2 |
Morgan Stanley
New York
|
-$247K |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$237K |
| 4 |
BlackRock
New York
|
-$221K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$106K |
INNV Hedge Fund Activity: Q1 2024 in Review
47 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q1 2024, worth a combined $74M — down 26% from $100M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new INNV positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 18 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $387K. The largest seller was Northern Trust, cutting an estimated $251K.
- 47 institutional investors held InnovAge Holding (INNV) as of Q1 2024, up from 45 in Q4 2023.
- Funds reported $74M of InnovAge Holding stock for Q1 2024, down 26% quarter-over-quarter.
- 5 funds opened new InnovAge Holding positions in Q1 2024 and 3 closed out, a net change of +2 holders.
- The largest InnovAge Holding buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $387K added.
- The largest InnovAge Holding seller in Q1 2024 was Northern Trust, an estimated $251K sold.
Based on aggregated 13F filings for Q1 2024.