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InnovAge Holding
INNV

51 hedge funds and large institutions have $62.9M invested in InnovAge Holding in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

9% more funds holding

Funds holding: 47 → 51 (+4)

0.01% more ownership

Funds ownership: 11.8% → 11.82% (+0.01%)

35% less capital invested

Capital invested by funds: $96.1M → $62.9M (-$33.1M)

88% less call options, than puts

Call options by funds: $2K | Put options by funds: $16K

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
11
Closed
5
Calls
$2K
Puts
$16K
Net Calls
-$14K
Net Calls Change
-$14K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$1.46M
2
HF
HRT Financial
New York
+$268K
3
JP Morgan Chase
JP Morgan Chase
New York
+$184K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163K
5
Jane Street
Jane Street
New York
+$142K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.01M
2
KLP
Kent Lake PR
Puerto Rico
-$512K
3
BlackRock
BlackRock
New York
-$316K
4
CCM
Coliseum Capital Management
Connecticut
-$136K
5
CI
Cambiar Investors
Colorado
-$122K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$19.8M +$1.46M +281,551 +6%
CCM
2
Coliseum Capital Management
Connecticut
$15.4M -$136K -26,363 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.69M -$2.01M -387,577 -21%
KLP
4
Kent Lake PR
Puerto Rico
$5.17M -$512K -98,959 -7%
BlackRock
5
BlackRock
New York
$4.94M -$316K -61,121 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.08M +$11.9K +2,308 +0.4%
State Street
7
State Street
Massachusetts
$1.38M +$30.4K +5,870 +2%
WCP
8
Welch Capital Partners
New York
$1.33M – – –
Northern Trust
9
Northern Trust
Illinois
$1.3M +$77.1K +14,900 +5%
CI
10
Cambiar Investors
Colorado
$1.08M -$122K -23,575 -8%
Renaissance Technologies
11
Renaissance Technologies
New York
$637K +$106K +20,500 +14%
Charles Schwab
12
Charles Schwab
California
$628K -$29.7K -5,744 -3%
AAG
13
Accordant Advisory Group
Maryland
$393K – – –
Goldman Sachs
14
Goldman Sachs
New York
$264K +$78.5K +15,162 +29%
SO
15
STRS Ohio
Ohio
$246K – – –
JP Morgan Chase
16
JP Morgan Chase
New York
$236K +$184K +35,456 +144%
TCM
17
Topline Capital Management
California
$231K +$304K +58,740 New
N
18
Nuveen
North Carolina
$210K – – –
HF
19
HRT Financial
New York
$203K +$268K +51,687 New
Morgan Stanley
20
Morgan Stanley
New York
$197K -$1.22K -236 -0.5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$157K – – –
Jane Street
22
Jane Street
New York
$155K +$142K +27,481 +231%
AllianceBernstein
23
AllianceBernstein
Tennessee
$143K – – –
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$123K +$163K +31,393 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$118K -$129 -25 -0.1%
1
2 3

INNV Hedge Fund Activity: Q4 2024 in Review

51 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q4 2024, worth a combined $62.9M — down 35% from $96.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new INNV positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $1.46M. The largest seller was Vanguard Group, cutting an estimated $2.01M.

  • 51 institutional investors held InnovAge Holding (INNV) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $62.9M of InnovAge Holding stock for Q4 2024, down 35% quarter-over-quarter.
  • 9 funds opened new InnovAge Holding positions in Q4 2024 and 5 closed out, a net change of +4 holders.
  • The largest InnovAge Holding buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $1.46M added.
  • The largest InnovAge Holding seller in Q4 2024 was Vanguard Group, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2024.