InnovAge Holding (INNV)

• Market cap: $400M
• 1 day: -0.67%
• 5 days: -2.31%
• 1 month: -8.64%
• 3 months: -24.87%
• 6 months: -47.52%
• Year to date: -24.87%
• 1 year: -34.80%
• 5 years: -87.77%
• 10 years: -87.77%
• Sector: Healthcare
• Industry: Health Services

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 47 [Q3] → 49 (+2) [Q4]

0.05% less ownership

Funds ownership: 11.82% [Q3] → 11.77% (-0.05%) [Q4]

35% less capital invested

Capital invested by funds: $96.2M [Q3] → $62.6M (-$33.6M) [Q4]

88% less call options, than puts

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