InnovAge Holding
INNV
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.
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $83.3M → $96.1M (+$12.8M)
4% more funds holding
Funds holding: 45 → 47 (+2)
0.54% less ownership
Funds ownership: 12.35% → 11.8% (-0.54%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$262K |
| 2 |
Morgan Stanley
New York
|
+$185K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$162K |
| 4 |
Goldman Sachs
New York
|
+$120K |
| 5 |
Barclays
London,
United Kingdom
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
-$3.13M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$125K |
| 3 |
Bank of New York Mellon
New York
|
-$109K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$101K |
| 5 |
Jane Street
New York
|
-$77.7K |
INNV Hedge Fund Activity: Q3 2024 in Review
47 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q3 2024, worth a combined $96.1M — up 15% from $83.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new INNV positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 8 trimmed.
The largest buyer was BlackRock, adding an estimated $262K. The largest seller was Coliseum Capital Management, cutting an estimated $3.13M.
- 47 institutional investors held InnovAge Holding (INNV) as of Q3 2024, up from 45 in Q2 2024.
- Funds reported $96.1M of InnovAge Holding stock for Q3 2024, up 15% quarter-over-quarter.
- 6 funds opened new InnovAge Holding positions in Q3 2024 and 3 closed out, a net change of +3 holders.
- The largest InnovAge Holding buyer in Q3 2024 was BlackRock, an estimated $262K added.
- The largest InnovAge Holding seller in Q3 2024 was Coliseum Capital Management, an estimated $3.13M sold.
Based on aggregated 13F filings for Q3 2024.