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InnovAge Holding
INNV

Overview Fund Activity

47 hedge funds and large institutions have $96.1M invested in InnovAge Holding in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
22
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$7.91M
2
Morgan Stanley
2
Morgan Stanley
New York
$302K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.17M
4
Goldman Sachs
4
Goldman Sachs
New York
$312K
5
Barclays
5
Barclays
United Kingdom
$154K

Top Sellers

1
CCM
1
Coliseum Capital Management
Connecticut
$23.6M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$28.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$240K
4
Invesco
4
Invesco
Georgia
$0
5
Jane Street
5
Jane Street
New York
$71.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$28.5M -$126K -20,953 -0.4%
CCM
2
Coliseum Capital Management
Connecticut
$23.6M -$3.16M -527,412 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11M +$62K +10,338 +0.6%
KLP
4
Kent Lake PR
Puerto Rico
$8.49M +$8.49M +1,415,025 New
BlackRock
5
BlackRock
New York
$7.91M +$264K +44,067 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.17M +$164K +27,304 +5%
State Street
7
State Street
Massachusetts
$2.07M +$25.3K +4,218 +1%
WCP
8
Welch Capital Partners
New York
$2.03M – – –
Northern Trust
9
Northern Trust
Illinois
$1.89M -$29.7K -4,953 -2%
CI
10
Cambiar Investors
Colorado
$1.79M +$2.15K +358 +0.1%
Charles Schwab
11
Charles Schwab
California
$993K +$36.9K +6,153 +4%
Renaissance Technologies
12
Renaissance Technologies
New York
$849K +$30.6K +5,100 +4%
AAG
13
Accordant Advisory Group
Maryland
$600K – – –
SO
14
STRS Ohio
Ohio
$375K -$22.2K -3,700 -6%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$321K – – –
Goldman Sachs
16
Goldman Sachs
New York
$312K +$121K +20,243 +64%
Morgan Stanley
17
Morgan Stanley
New York
$302K +$187K +31,126 +162%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$240K -$110K -18,330 -31%
AllianceBernstein
19
AllianceBernstein
Tennessee
$218K – – –
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$180K +$15.1K +2,516 +9%
Barclays
21
Barclays
United Kingdom
$154K +$114K +19,029 +289%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$148K +$97.3K +16,217 +191%
ECG
23
Edge Capital Group
Georgia
$90K – – –
UBS Group
24
UBS Group
Switzerland
$87.9K +$19.2K +3,208 +28%
Bank of America
25
Bank of America
North Carolina
$84.1K +$3.78K +630 +5%
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