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Aveanna Healthcare

68 hedge funds and large institutions have $422M invested in Aveanna Healthcare in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,020% more call options, than puts

Call options by funds: $56K | Put options by funds: $5K

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 6668 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.69% less ownership

Funds ownership: 88.73%88.03% (-0.69%)

7% less capital invested

Capital invested by funds: $454M → $422M (-$31.8M)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
0.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
20
Reduced
23
Closed
5
Calls
$56K
Puts
$5K
Net Calls
+$51K
Net Calls Change
+$49K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$203M
JHWEPV
2
J.H. Whitney Equity Partners VII
Connecticut
$121M
NTCM
3
Nut Tree Capital Management
New York
$30.8M
LC
4
Littlejohn & Co
Connecticut
$20.9M +$1.4M +578,488 +7%
KSCM
5
King Street Capital Management
New York
$15.9M
BlackRock
6
BlackRock
New York
$8.89M -$250K -103,612 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.4M +$109K +44,970 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3M +$39.6K +16,404 +1%
State Street
9
State Street
Massachusetts
$2.56M +$45.1K +18,662 +2%
Franklin Resources
10
Franklin Resources
California
$2.15M +$2.09M +865,461 New
Charles Schwab
11
Charles Schwab
California
$1.07M +$98.4K +40,764 +10%
Northern Trust
12
Northern Trust
Illinois
$1.02M -$36.4K -15,093 -4%
EI
13
EAM Investors
California
$659K +$75.8K +31,391 +13%
N
14
Nuveen
North Carolina
$622K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$350K -$45.5K -18,851 -12%
Barclays
16
Barclays
United Kingdom
$213K -$82K -33,985 -28%
SO
17
STRS Ohio
Ohio
$194K
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$185K +$1.21K +503 +0.7%
Morgan Stanley
19
Morgan Stanley
New York
$181K -$310K -128,601 -64%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$175K -$2.4K -994 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$170K +$85.7K +35,499 +108%
AllianceBernstein
22
AllianceBernstein
Tennessee
$170K
Renaissance Technologies
23
Renaissance Technologies
New York
$154K +$40.3K +16,700 +37%
UBS Group
24
UBS Group
Switzerland
$127K -$11.3K -4,660 -8%
Goldman Sachs
25
Goldman Sachs
New York
$109K -$5.4K -2,238 -5%

AVAH Hedge Fund Activity: Q1 2024 in Review

68 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aveanna Healthcare (AVAH) for Q1 2024, worth a combined $422M — down 7% from $454M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AVAH positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 23 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $2.09M. The largest seller was Morgan Stanley, cutting an estimated $310K.

  • 68 institutional investors held Aveanna Healthcare (AVAH) as of Q1 2024, up from 66 in Q4 2023.
  • Funds reported $422M of Aveanna Healthcare stock for Q1 2024, down 7% quarter-over-quarter.
  • 8 funds opened new Aveanna Healthcare positions in Q1 2024 and 5 closed out, a net change of +3 holders.
  • The largest Aveanna Healthcare buyer in Q1 2024 was Franklin Resources, an estimated $2.09M added.
  • The largest Aveanna Healthcare seller in Q1 2024 was Morgan Stanley, an estimated $310K sold.

Based on aggregated 13F filings for Q1 2024.