InnovAge Holding
INNV
45 hedge funds and large institutions have $100M invested in InnovAge Holding in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1% more capital invested
Capital invested by funds: $99.1M → $100M (+$1.15M)
0.12% more ownership
Funds ownership: 12.17% → 12.29% (+0.12%)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
6% less funds holding
Funds holding: 48 → 45 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLC
Kent Lake Capital
Reno,
Nevada
|
+$1.62M |
| 2 |
BlackRock
New York
|
+$548K |
| 3 |
Morgan Stanley
New York
|
+$360K |
| 4 |
Barclays
London,
United Kingdom
|
+$129K |
| 5 |
Jane Street
New York
|
+$87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.34M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$443K |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$149K |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$94.9K |
| 5 |
MIM
MetLife Investment Management
Whippany,
New Jersey
|
-$65.1K |
INNV Hedge Fund Activity: Q4 2023 in Review
45 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q4 2023, worth a combined $100M — up 1.2% from $99.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of INNV and 3 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 16 added.
The largest buyer was Kent Lake Capital, adding an estimated $1.62M. The largest seller was Federated Hermes, exiting entirely with an estimated $1.34M sold.
- 45 institutional investors held InnovAge Holding (INNV) as of Q4 2023, down from 48 in Q3 2023.
- Funds reported $100M of InnovAge Holding stock for Q4 2023, up 1.2% quarter-over-quarter.
- 3 funds opened new InnovAge Holding positions in Q4 2023 and 6 closed out, a net change of -3 holders.
- The largest InnovAge Holding buyer in Q4 2023 was Kent Lake Capital, an estimated $1.62M added.
- The largest InnovAge Holding seller in Q4 2023 was Federated Hermes, an estimated $1.34M sold.
Based on aggregated 13F filings for Q4 2023.