Aveanna Healthcare
AVAH
87 hedge funds and large institutions have $988M invested in Aveanna Healthcare in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 17 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 27
1.37% less ownership
Funds ownership: 68.23% → 66.86% (-1.4%)
4% less funds holding
Funds holding: 91 → 87 (-4)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
36% less capital invested
Capital invested by funds: $1.55B → $988M (-$567M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$16.9M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$7.54M |
| 3 |
LCP
LGT Capital Partners
Pfaeffikon,
Switzerland
|
+$4.37M |
| 4 |
KLC
Kent Lake Capital
Reno,
Nevada
|
+$4.29M |
| 5 |
LC
Littlejohn & Co
Greenwich,
Connecticut
|
+$3.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Monashee Investment Management
Boston,
Massachusetts
|
-$21.7M |
| 2 |
ZP
Zimmer Partners
New York
|
-$19.2M |
| 3 |
DM
Deerfield Management
New York
|
-$9.57M |
| 4 |
RCMU
Rokos Capital Management (UK)
London,
United Kingdom
|
-$6.25M |
| 5 |
SAM
Sectoral Asset Management
Montreal,
Quebec, Canada
|
-$4.7M |
AVAH Hedge Fund Activity: Q3 2021 in Review
87 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Aveanna Healthcare (AVAH) for Q3 2021, worth a combined $988M — down 36% from $1.55B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of AVAH and 13 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 37 added.
The largest buyer was Vaughan Nelson Investment Management, adding an estimated $16.9M. The largest seller was Monashee Investment Management, exiting entirely with an estimated $21.7M sold.
- 87 institutional investors held Aveanna Healthcare (AVAH) as of Q3 2021, down from 91 in Q2 2021.
- Funds reported $988M of Aveanna Healthcare stock for Q3 2021, down 36% quarter-over-quarter.
- 13 funds opened new Aveanna Healthcare positions in Q3 2021 and 17 closed out, a net change of -4 holders.
- The largest Aveanna Healthcare buyer in Q3 2021 was Vaughan Nelson Investment Management, an estimated $16.9M added.
- The largest Aveanna Healthcare seller in Q3 2021 was Monashee Investment Management, an estimated $21.7M sold.
Based on aggregated 13F filings for Q3 2021.