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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
SS
101
Sunbelt Securities
Texas
$16
MCM
102
MAI Capital Management
Ohio
$9
Marshall Wace
103
Marshall Wace
United Kingdom
-$1.51M -291,286 Closed
Citadel Advisors
104
Citadel Advisors
Florida
-$468K -62,715 Closed
Assenagon Asset Management
105
Assenagon Asset Management
Luxembourg
-$170K -32,676 Closed
Los Angeles Capital Management
106
Los Angeles Capital Management
California
-$137K -29,750 Closed
Squarepoint
107
Squarepoint
New York
-$134K -25,780 Closed
VF
108
Virtu Financial
New York
-$100K -19,242 Closed
Invesco
109
Invesco
Georgia
-$57.4K -11,051 Closed
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
-$13K -1,738 -99%
AB
111
Amalgamated Bank
New York
-$3K -636 Closed
ACM
112
Aster Capital Management
United Arab Emirates
-$457 -88 Closed

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.