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Aveanna Healthcare

88 hedge funds and large institutions have $386M invested in Aveanna Healthcare in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.34% less ownership

Funds ownership: 92.75%92.41% (-0.34%)

10% less funds holding

Funds holding: 9888 (-10)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

34% less capital invested

Capital invested by funds: $585M → $386M (-$199M)

Holders
88
Holders Change
-10
Holders Change %
-10.2%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
20
Increased
34
Reduced
25
Closed
27
Calls
$164K
Puts
Net Calls
+$164K
Net Calls Change
+$112K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$184M
JHWEPV
2
J.H. Whitney Equity Partners VII
Connecticut
$110M
NTCM
3
Nut Tree Capital Management
New York
$20.3M +$8.1M +2,795,289 +45%
VNIM
4
Vaughan Nelson Investment Management
Texas
$11.4M -$519K -179,120 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.63M -$106K -36,681 -0.9%
LC
6
Littlejohn & Co
Connecticut
$8.8M +$1.25M +429,900 +12%
BlackRock
7
BlackRock
New York
$7.61M +$817K +281,929 +9%
Principal Financial Group
8
Principal Financial Group
Iowa
$7.09M +$1.97M +680,016 +28%
LCP
9
LGT Capital Partners
Switzerland
$3.62M +$435K +150,000 +10%
PI
10
Putnam Investments
Massachusetts
$2.63M +$945K +326,083 +39%
ACH
11
ArrowMark Colorado Holdings
Colorado
$2.33M +$1.66M +572,000 +125%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.97M +$166K +57,210 +7%
State Street
13
State Street
Massachusetts
$1.76M -$78.5K -27,076 -3%
TCM
14
Trilantic Capital Management
New York
$1.5M
Citadel Advisors
15
Citadel Advisors
Florida
$921K +$403K +138,874 +52%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$886K -$69.6K -23,997 -6%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$873K +$40.8K +14,086 +4%
Northern Trust
18
Northern Trust
Illinois
$863K +$61.9K +21,335 +6%
N
19
Nuveen
North Carolina
$748K +$342K +117,968 +55%
Morgan Stanley
20
Morgan Stanley
New York
$743K +$793K +273,679 +496%
Invesco
21
Invesco
Georgia
$721K +$341K +117,608 +58%
Charles Schwab
22
Charles Schwab
California
$604K -$51.7K -17,817 -6%
Millennium Management
23
Millennium Management
New York
$589K +$454K +156,776 +151%
Prudential Financial
24
Prudential Financial
New Jersey
$580K -$354K -122,100 -32%
GCP
25
GSA Capital Partners
United Kingdom
$421K +$540K +186,261 New

AVAH Hedge Fund Activity: Q2 2022 in Review

88 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aveanna Healthcare (AVAH) for Q2 2022, worth a combined $386M — down 34% from $585M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AVAH and 20 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 34 added.

The largest buyer was Nut Tree Capital Management, adding an estimated $8.1M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $8.1M sold.

  • 88 institutional investors held Aveanna Healthcare (AVAH) as of Q2 2022, down from 98 in Q1 2022.
  • Funds reported $386M of Aveanna Healthcare stock for Q2 2022, down 34% quarter-over-quarter.
  • 20 funds opened new Aveanna Healthcare positions in Q2 2022 and 27 closed out, a net change of -7 holders.
  • The largest Aveanna Healthcare buyer in Q2 2022 was Nut Tree Capital Management, an estimated $8.1M added.
  • The largest Aveanna Healthcare seller in Q2 2022 was Westwood Holdings Group, an estimated $8.1M sold.

Based on aggregated 13F filings for Q2 2022.