InnovAge Holding
INNV
45 hedge funds and large institutions have $83.3M invested in InnovAge Holding in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 7 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
13% more capital invested
Capital invested by funds: $74M → $83.3M (+$9.31M)
0.09% more ownership
Funds ownership: 12.25% → 12.35% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 47 → 45 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAG
Accordant Advisory Group
Annapolis,
Maryland
|
+$434K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$200K |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$99K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$88.2K |
| 5 |
KLC
Kent Lake Capital
Reno,
Nevada
|
+$75K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
ExodusPoint Capital Management
New York
|
-$145K |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$98.9K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$81K |
| 4 |
BlackRock
New York
|
-$61.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$56.4K |
INNV Hedge Fund Activity: Q2 2024 in Review
45 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q2 2024, worth a combined $83.3M — up 13% from $74M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of INNV and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 19 added.
The largest buyer was Accordant Advisory Group, opening a new position worth an estimated $434K. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $145K sold.
- 45 institutional investors held InnovAge Holding (INNV) as of Q2 2024, down from 47 in Q1 2024.
- Funds reported $83.3M of InnovAge Holding stock for Q2 2024, up 13% quarter-over-quarter.
- 5 funds opened new InnovAge Holding positions in Q2 2024 and 7 closed out, a net change of -2 holders.
- The largest InnovAge Holding buyer in Q2 2024 was Accordant Advisory Group, an estimated $434K added.
- The largest InnovAge Holding seller in Q2 2024 was ExodusPoint Capital Management, an estimated $145K sold.
Based on aggregated 13F filings for Q2 2024.