We are live on ! Find out more
AVAH icon

Aveanna Healthcare

68 hedge funds and large institutions have $174M invested in Aveanna Healthcare in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $130M → $174M (+$43.2M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.05% less ownership

Funds ownership: 89.81%89.75% (-0.05%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

17% less funds holding

Funds holding: 8268 (-14)

70% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
68
Holders Change
-14
Holders Change %
-17.07%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
6
Increased
21
Reduced
22
Closed
20
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$53K +$30.2K +25,400 +100%
Bank of America
27
Bank of America
North Carolina
$50.1K +$7.08K +5,957 +14%
Creative Planning
28
Creative Planning
Kansas
$41.6K
BCM
29
Bridgeway Capital Management
Texas
$39K +$44.6K +37,500 New
JP Morgan Chase
30
JP Morgan Chase
New York
$35K +$10.6K +8,905 +35%
Morgan Stanley
31
Morgan Stanley
New York
$34K -$24.3K -20,424 -38%
Jane Street
32
Jane Street
New York
$33.2K -$233K -196,310 -86%
AGM
33
Alpine Global Management
New York
$30.3K +$34.6K +29,121 New
Two Sigma Investments
34
Two Sigma Investments
New York
$29.1K +$8.83K +7,432 +36%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$28.1K
Deutsche Bank
36
Deutsche Bank
Germany
$28K +$12.9K +10,863 +68%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$27.6K +$7.36K +6,190 +30%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$27.2K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$24.3K -$19.7K -16,554 -41%
AIG
40
American International Group
New York
$22.4K +$509 +428 +2%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$21.3K +$24.4K +20,509 New
IA
42
IFP Advisors
Florida
$17.3K -$2.06K -1,729 -54%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$17.2K -$1.45K -1,221 -7%
SG Americas Securities
44
SG Americas Securities
New York
$16K -$16K -13,477 -46%
UBS Group
45
UBS Group
Switzerland
$14.9K -$2.81K -2,366 -14%
Prudential Financial
46
Prudential Financial
New Jersey
$13.3K -$226K -190,100 -94%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$12.7K
SI
48
Stephens Inc
Arkansas
$12.5K
TSS
49
Two Sigma Securities
New York
$12.1K +$13.9K +11,661 New
LPL Financial
50
LPL Financial
California
$12K

AVAH Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aveanna Healthcare (AVAH) for Q1 2023, worth a combined $174M — up 33% from $130M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AVAH and 6 opened new positions — a net loss of 14 holders — while 22 trimmed existing stakes and 21 added.

The largest buyer was Nut Tree Capital Management, adding an estimated $3.47M. The largest seller was Goldman Sachs, cutting an estimated $3.12M.

  • 68 institutional investors held Aveanna Healthcare (AVAH) as of Q1 2023, down from 82 in Q4 2022.
  • Funds reported $174M of Aveanna Healthcare stock for Q1 2023, up 33% quarter-over-quarter.
  • 6 funds opened new Aveanna Healthcare positions in Q1 2023 and 20 closed out, a net change of -14 holders.
  • The largest Aveanna Healthcare buyer in Q1 2023 was Nut Tree Capital Management, an estimated $3.47M added.
  • The largest Aveanna Healthcare seller in Q1 2023 was Goldman Sachs, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2023.