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InnovAge Holding
INNV

45 hedge funds and large institutions have $83.3M invested in InnovAge Holding in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

13% more capital invested

Capital invested by funds: $74M → $83.3M (+$9.31M)

0.09% more ownership

Funds ownership: 12.25% → 12.35% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 47 → 45 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
19
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAG
Accordant Advisory Group
Maryland
+$434K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$200K
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$99K
4
Invesco
Invesco
Georgia
+$88.2K
5
KLC
Kent Lake Capital
Nevada
+$75K

Top Sellers

Rank Fund Capital Flow
1
ECM
ExodusPoint Capital Management
New York
-$145K
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$98.9K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$81K
4
BlackRock
BlackRock
New York
-$61.4K
5
UBS Group
UBS Group
Switzerland
-$56.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$23.7M +$99K +22,790 +0.5%
CCM
2
Coliseum Capital Management
Connecticut
$22.2M -$27.8K -6,404 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.05M -$81K -18,651 -1%
KLC
4
Kent Lake Capital
Nevada
$8.77M +$75K +17,265 +1%
BlackRock
5
BlackRock
New York
$6.32M -$61.4K -14,140 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.48M +$200K +46,042 +10%
State Street
7
State Street
Massachusetts
$1.69M +$12.2K +2,798 +0.8%
WCP
8
Welch Capital Partners
New York
$1.67M – – –
Northern Trust
9
Northern Trust
Illinois
$1.59M -$7.88K -1,815 -0.6%
CI
10
Cambiar Investors
Colorado
$1.48M – – –
Charles Schwab
11
Charles Schwab
California
$791K +$3.28K +755 +0.5%
Renaissance Technologies
12
Renaissance Technologies
New York
$677K +$17.8K +4,100 +3%
AAG
13
Accordant Advisory Group
Maryland
$496K +$434K +100,000 New
SO
14
STRS Ohio
Ohio
$328K – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$289K +$54.1K +12,448 +27%
N
16
Nuveen
North Carolina
$265K – – –
AllianceBernstein
17
AllianceBernstein
Tennessee
$180K +$13.3K +3,060 +9%
Goldman Sachs
18
Goldman Sachs
New York
$157K +$60.8K +13,994 +79%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$136K +$7.79K +1,793 +7%
Jane Street
20
Jane Street
New York
$124K +$39.7K +9,149 +58%
Invesco
21
Invesco
Georgia
$101K +$88.2K +20,315 New
Morgan Stanley
22
Morgan Stanley
New York
$95.1K -$40.8K -9,388 -33%
ECG
23
Edge Capital Group
Georgia
$74.4K – – –
Bank of America
24
Bank of America
North Carolina
$66.4K +$27K +6,221 +87%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$61.4K – – –
1
2 3

INNV Hedge Fund Activity: Q2 2024 in Review

45 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q2 2024, worth a combined $83.3M — up 13% from $74M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of INNV and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Accordant Advisory Group, opening a new position worth an estimated $434K. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $145K sold.

  • 45 institutional investors held InnovAge Holding (INNV) as of Q2 2024, down from 47 in Q1 2024.
  • Funds reported $83.3M of InnovAge Holding stock for Q2 2024, up 13% quarter-over-quarter.
  • 5 funds opened new InnovAge Holding positions in Q2 2024 and 7 closed out, a net change of -2 holders.
  • The largest InnovAge Holding buyer in Q2 2024 was Accordant Advisory Group, an estimated $434K added.
  • The largest InnovAge Holding seller in Q2 2024 was ExodusPoint Capital Management, an estimated $145K sold.

Based on aggregated 13F filings for Q2 2024.