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InnovAge Holding
INNV

Overview Fund Activity

57 hedge funds and large institutions have $48.3M invested in InnovAge Holding in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
18
Closed
1
Calls
$21K
Puts
$6K
Net Calls
+$15K
Net Calls Change
+$29K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$662K
2
KLP
Kent Lake PR
Puerto Rico
+$548K
3
Citadel Advisors
Citadel Advisors
Florida
+$331K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$166K
5
WCP
Welch Capital Partners
New York
+$84.4K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.23M
2
CI
Cambiar Investors
Colorado
-$135K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$92.2K
4
Morgan Stanley
Morgan Stanley
New York
-$58.2K
5
Northern Trust
Northern Trust
Illinois
-$48.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$15.7M +$662K +222,155 +4%
CCM
2
Coliseum Capital Management
Connecticut
$11.7M – – –
KLP
3
Kent Lake PR
Puerto Rico
$4.47M +$548K +183,934 +14%
BlackRock
4
BlackRock
New York
$3.75M +$4.21K +1,413 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.09M -$1.23M -411,411 -28%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.61M +$25.1K +8,412 +2%
WCP
7
Welch Capital Partners
New York
$1.09M +$84.4K +28,349 +8%
State Street
8
State Street
Massachusetts
$1.02M -$22.3K -7,480 -2%
Northern Trust
9
Northern Trust
Illinois
$935K -$48.2K -16,176 -5%
CI
10
Cambiar Investors
Colorado
$686K -$135K -45,280 -16%
Charles Schwab
11
Charles Schwab
California
$490K +$13.5K +4,535 +3%
Renaissance Technologies
12
Renaissance Technologies
New York
$482K -$1.19K -400 -0.2%
Citadel Advisors
13
Citadel Advisors
Florida
$365K +$331K +111,177 +989%
AAG
14
Accordant Advisory Group
Maryland
$298K – – –
Goldman Sachs
15
Goldman Sachs
New York
$283K +$82.5K +27,674 +41%
TCM
16
Topline Capital Management
California
$209K +$34K +11,403 +19%
HF
17
HRT Financial
New York
$194K +$40.5K +13,633 +26%
SO
18
STRS Ohio
Ohio
$186K – – –
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$166K +$166K +55,689 New
NL
20
Nuveen LLC
North Carolina
$159K +$159K +53,437 New
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$151K +$57.1K +19,150 +61%
Jane Street
22
Jane Street
New York
$140K +$22.1K +7,429 +19%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$126K +$70.9K +23,779 +130%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$122K +$2.91K +978 +2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$108K – – –
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