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InnovAge Holding
INNV

Overview Fund Activity

57 hedge funds and large institutions have $48.3M invested in InnovAge Holding in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
18
Closed
1
Calls
$21K
Puts
$6K
Net Calls
+$15K
Net Calls Change
+$29K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$662K
2
KLP
Kent Lake PR
Puerto Rico
+$548K
3
Citadel Advisors
Citadel Advisors
Florida
+$331K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$166K
5
WCP
Welch Capital Partners
New York
+$84.4K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.23M
2
CI
Cambiar Investors
Colorado
-$135K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$92.2K
4
Morgan Stanley
Morgan Stanley
New York
-$58.2K
5
Northern Trust
Northern Trust
Illinois
-$48.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$91K -$58.2K -19,521 -39%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$87.1K -$92.2K -30,925 -51%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$86.7K -$2.64K -886 -3%
Millennium Management
29
Millennium Management
New York
$78.4K +$78.4K +26,311 New
Squarepoint
30
Squarepoint
New York
$65.1K +$13.6K +4,566 +26%
Barclays
31
Barclays
United Kingdom
$58K -$28.1K -9,506 -33%
IIM
32
INTECH Investment Management
Florida
$46.3K +$46.3K +15,527 New
Bank of America
33
Bank of America
North Carolina
$42.6K -$16.8K -5,637 -28%
SG Americas Securities
34
SG Americas Securities
New York
$40K +$7.81K +2,652 +24%
Citigroup
35
Citigroup
New York
$39.7K -$4.59K -1,540 -10%
Mirae Asset Global ETFs Holdings
36
Mirae Asset Global ETFs Holdings
Hong Kong
$34.8K +$1.4K +468 +4%
Deutsche Bank
37
Deutsche Bank
Germany
$33.1K – – –
Wells Fargo
38
Wells Fargo
California
$31.9K +$700 +235 +2%
CF
39
Corebridge Financial
Texas
$27.8K -$411 -138 -1%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$24K – – –
UBS Group
41
UBS Group
Switzerland
$23.6K -$8.73K -2,928 -27%
TRCT
42
Tower Research Capital (TRC)
New York
$11.2K -$3.59K -1,204 -24%
Legal & General Group
43
Legal & General Group
United Kingdom
$6.86K – – –
Nisa Investment Advisors
44
Nisa Investment Advisors
Missouri
$4.81K +$855 +287 +22%
AIP
45
Ameritas Investment Partners
Nebraska
$4.28K – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$4.11K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$4K -$5.35K -1,699 -57%
AB
48
Amalgamated Bank
New York
$2K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$2K +$912 +255 +84%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$733 -$4.32K -1,448 -85%
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