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InnovAge Holding

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: 78103 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Prelude Capital Management
New York
$148K +$137K +18,395 New
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$147K +$50.5K +6,757 +59%
DOA
53
D'Orazio & Associates
Virginia
$146K +$136K +18,206 New
Raymond James Financial
54
Raymond James Financial
Florida
$145K +$135K +18,101 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$145K +$17.7K +2,369 +15%
KCM
56
Kathmere Capital Management
Pennsylvania
$125K +$16.9K +2,260 +17%
American Century Companies
57
American Century Companies
Missouri
$121K +$113K +15,109 New
UBS Group
58
UBS Group
Switzerland
$104K +$81.8K +10,960 +538%
BWM
59
Baron Wealth Management
Michigan
$104K +$96.8K +12,959 New
Deutsche Bank
60
Deutsche Bank
Germany
$102K
MIM
61
MetLife Investment Management
New Jersey
$97.8K +$91K +12,189 New
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$93.3K +$52.2K +6,985 +150%
CIBC Asset Management
63
CIBC Asset Management
Ontario, Canada
$88.8K
PCM
64
Polymer Capital Management
New York
$87K +$81K +10,843 New
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$77.1K +$1.78K +238 +3%
JP Morgan Chase
66
JP Morgan Chase
New York
$67K +$986 +132 +2%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$64.7K
Wells Fargo
68
Wells Fargo
California
$60.4K -$112K -14,940 -66%
VGA
69
Vanguard Global Advisers
Pennsylvania
$53.3K +$49.7K +6,652 New
SOADOR
70
State of Alaska Department of Revenue
Alaska
$52K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$47.6K +$18.5K +2,479 +72%
PFSRSONJ
72
Police & Firemen's Retirement System of New Jersey
New Jersey
$39.9K
Federated Hermes
73
Federated Hermes
Pennsylvania
$36.7K +$5.07K +679 +17%
Barclays
74
Barclays
United Kingdom
$32K -$206K -27,597 -87%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$24.3K +$1.26K +169 +6%

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.