InnovAge Holding
INNV
51 hedge funds and large institutions have $62.9M invested in InnovAge Holding in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
9% more funds holding
Funds holding: 47 → 51 (+4)
0.01% more ownership
Funds ownership: 11.8% → 11.82% (+0.01%)
35% less capital invested
Capital invested by funds: $96.1M → $62.9M (-$33.1M)
88% less call options, than puts
Call options by funds: $2K | Put options by funds: $16K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$1.46M |
| 2 |
HF
HRT Financial
New York
|
+$268K |
| 3 |
JP Morgan Chase
New York
|
+$184K |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$163K |
| 5 |
Jane Street
New York
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.01M |
| 2 |
KLP
Kent Lake PR
Anasco,
Puerto Rico
|
-$512K |
| 3 |
BlackRock
New York
|
-$316K |
| 4 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$136K |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $28 | +$36 | +7 | New |
|
|
ECG
52
Edge Capital Group
Atlanta,
Georgia
| – | -$90K | -15,000 | Closed |
|
|
ACM
53
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$12.2K | -2,031 | Closed |
|
54
Simplex Trading
Chicago,
Illinois
| – | -$8K | -1,361 | Closed |
|
|
CPA
55
Capital Performance Advisors
Walnut Creek,
California
| – | -$1K | -167 | Closed |
|
56
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$18 | -3 | Closed |
|
INNV Hedge Fund Activity: Q4 2024 in Review
51 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q4 2024, worth a combined $62.9M — down 35% from $96.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new INNV positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $1.46M. The largest seller was Vanguard Group, cutting an estimated $2.01M.
- 51 institutional investors held InnovAge Holding (INNV) as of Q4 2024, up from 47 in Q3 2024.
- Funds reported $62.9M of InnovAge Holding stock for Q4 2024, down 35% quarter-over-quarter.
- 9 funds opened new InnovAge Holding positions in Q4 2024 and 5 closed out, a net change of +4 holders.
- The largest InnovAge Holding buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $1.46M added.
- The largest InnovAge Holding seller in Q4 2024 was Vanguard Group, an estimated $2.01M sold.
Based on aggregated 13F filings for Q4 2024.