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InnovAge Holding
INNV

103 hedge funds and large institutions have $128M invested in InnovAge Holding in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

60% more capital invested

Capital invested by funds: $79.9M → $128M (+$48.1M)

32% more funds holding

Funds holding: 78 → 103 (+25)

0.45% more ownership

Funds ownership: 11.35% → 11.8% (+0.45%)

Holders
103
Holders Change
+25
Holders Change %
+32.05%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
37
Reduced
20
Closed
9
Calls
$99K
Puts
–
Net Calls
+$99K
Net Calls Change
+$21K

Top Buyers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
+$3.96M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.12M
3
II
Inspire Investing
Idaho
+$1.48M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
CCM
Coliseum Capital Management
Connecticut
-$13.9M
2
WCP
Welch Capital Partners
New York
-$1.52M
3
Marshall Wace
Marshall Wace
United Kingdom
-$1.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$468K
5
Jane Street
Jane Street
New York
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
IQI
26
Integrated Quantitative Investments
Washington
$544K +$506K +67,819 New
LCM
27
Legato Capital Management
California
$544K +$506K +67,819 New
AG
28
Algert Global
California
$536K +$392K +52,520 +368%
GS
29
GWN Securities
Florida
$536K +$71.7K +9,596 +17%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$531K +$297K +39,839 +151%
Lazard Asset Management
31
Lazard Asset Management
New York
$516K +$481K +64,376 New
SO
32
STRS Ohio
Ohio
$515K -$248K -33,200 -34%
TI
33
Trexquant Investment
Connecticut
$443K +$412K +55,244 New
Bank of America
34
Bank of America
North Carolina
$428K +$239K +31,981 +150%
Ameriprise
35
Ameriprise
Minnesota
$406K +$378K +50,608 New
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$404K +$376K +50,364 New
Jane Street
37
Jane Street
New York
$366K -$338K -45,208 -50%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$354K -$8.01K -1,073 -2%
OQS
39
Occudo Quantitative Strategies
Florida
$336K +$308K +41,223 New
CC
40
Centiva Capital
New York
$326K +$303K +40,631 New
AQR Capital Management
41
AQR Capital Management
Connecticut
$302K +$89.3K +11,959 +47%
ZIM
42
Zacks Investment Management
Illinois
$288K +$268K +35,907 New
GCP
43
GSA Capital Partners
United Kingdom
$275K -$34.1K -4,562 -12%
VA
44
Verdad Advisers
Massachusetts
$254K +$236K +31,641 New
XT
45
XTX Topco
Cayman Islands
$250K +$25.1K +3,359 +12%
EGM
46
Engineers Gate Manager
New York
$243K +$226K +30,300 New
DTL
47
Dynamic Technology Lab
Singapore
$214K +$199K +26,630 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$194K -$11.3K -1,511 -6%
Morgan Stanley
49
Morgan Stanley
New York
$185K -$200K -26,735 -54%
Millennium Management
50
Millennium Management
New York
$178K -$14.1K -1,889 -8%
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INNV Hedge Fund Activity: Q1 2026 in Review

103 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q1 2026, worth a combined $128M — up 60% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new INNV positions and 9 closed out — a net gain of 26 holders — while 37 added to existing stakes and 20 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $3.96M. The largest seller was Coliseum Capital Management, cutting an estimated $13.9M.

  • 103 institutional investors held InnovAge Holding (INNV) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $128M of InnovAge Holding stock for Q1 2026, up 60% quarter-over-quarter.
  • 35 funds opened new InnovAge Holding positions in Q1 2026 and 9 closed out, a net change of +26 holders.
  • The largest InnovAge Holding buyer in Q1 2026 was Hillsdale Investment Management, an estimated $3.96M added.
  • The largest InnovAge Holding seller in Q1 2026 was Coliseum Capital Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2026.