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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 %
SCM
51
Sterling Capital Management
North Carolina
$691 -$652 -219 -49%
HFS
52
Hughes Financial Services
Virginia
$426 +$426 +143 New
Fidelity Investments
53
Fidelity Investments
Massachusetts
$378 -$6.86K -2,306 -95%
Osaic Holdings
54
Osaic Holdings
Arizona
$149 +$149 +50 New
TWD
55
True Wealth Design
Ohio
$102 +$102 +34 New
EWA
56
EverSource Wealth Advisors
Alabama
$36 +$36 +12 New
IA
57
IFP Advisors
Florida
$21 – – –
MCP
58
Militia Capital Partners
Nevada
– -$14.1K -3,600 Closed
1 2
3