InnovAge Holding (INNV)

• Market cap: $400M
• 1 day: 7.25%
• 5 days: 5.34%
• 1 month: -5.13%
• 3 months: -20.00%
• 6 months: -48.34%
• Year to date: -24.87%
• 1 year: -26.00%
• 5 years: -87.77%
• 10 years: -87.77%
• Sector: Healthcare
• Industry: Medical Care Facilities

About: InnovAge Holding Corp is a healthcare delivery platform by several participants focused on providing all-inclusive, capitated care to high-cost, dual-eligible seniors. Its patient-centered care delivery approach improves the quality of care while keeping them in their homes and reducing over-utilization of high-cost care settings such as hospitals and nursing homes. The company's segment includes PACE and others. It generates maximum revenue from the PACE segment.

Employees: 2,350

Fund manager confidence

Based on 2024 Q4 regulatory disclosures 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]

0.04% less ownership

Funds ownership: 11.8% [Q3] → 11.77% (-0.04%) [Q4]

35% less capital invested

Capital invested by funds: $96.1M [Q3] → $62.6M (-$33.4M) [Q4]

88% less call options, than puts

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