InnovAge Holding
INNV
57 hedge funds and large institutions have $48.3M invested in InnovAge Holding in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
250% more call options, than puts
Call options by funds: $21K | Put options by funds: $6K
12% more funds holding
Funds holding: 51 → 57 (+6)
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
0.17% more ownership
Funds ownership: 11.82% → 11.99% (+0.17%)
23% less capital invested
Capital invested by funds: $62.9M → $48.3M (-$14.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$767K |
| 2 |
KLP
Kent Lake PR
Anasco,
Puerto Rico
|
+$635K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$384K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$192K |
| 5 |
WCP
Welch Capital Partners
Harrison,
New York
|
+$97.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.42M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
-$156K |
| 3 |
JP Morgan Chase
New York
|
-$107K |
| 4 |
Morgan Stanley
New York
|
-$67.4K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$55.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
51
Sterling Capital Management
Charlotte,
North Carolina
| $691 | -$756 | -219 | -49% |
|
|
HFS
52
Hughes Financial Services
Herndon,
Virginia
| $426 | +$494 | +143 | New |
|
53
Fidelity Investments
Boston,
Massachusetts
| $378 | -$7.96K | -2,306 | -95% |
|
54
Osaic Holdings
Scottsdale,
Arizona
| $149 | +$173 | +50 | New |
|
|
TWD
55
True Wealth Design
Akron,
Ohio
| $102 | +$117 | +34 | New |
|
|
EWA
56
EverSource Wealth Advisors
Birmingham,
Alabama
| $36 | +$41 | +12 | New |
|
|
IA
57
IFP Advisors
Tampa,
Florida
| $21 | – | – | – |
|
|
MCP
58
Militia Capital Partners
Las Vegas,
Nevada
| – | -$14.1K | -3,600 | Closed |
|
INNV Hedge Fund Activity: Q1 2025 in Review
57 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q1 2025, worth a combined $48.3M — down 23% from $62.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new INNV positions and 1 closed out — a net gain of 6 holders — while 20 added to existing stakes and 18 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $767K. The largest seller was Vanguard Group, cutting an estimated $1.42M.
- 57 institutional investors held InnovAge Holding (INNV) as of Q1 2025, up from 51 in Q4 2024.
- Funds reported $48.3M of InnovAge Holding stock for Q1 2025, down 23% quarter-over-quarter.
- 7 funds opened new InnovAge Holding positions in Q1 2025 and 1 closed out, a net change of +6 holders.
- The largest InnovAge Holding buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $767K added.
- The largest InnovAge Holding seller in Q1 2025 was Vanguard Group, an estimated $1.42M sold.
Based on aggregated 13F filings for Q1 2025.