Aveanna Healthcare Ownership 2024 | Who Owns Aveanna Healthcare Now?
Institutional Ownership
35.22%
Insider Ownership
5.83%
Retail Ownership
58.95%
Institutional Holders
37.00
Aveanna Healthcare Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAIN CAPITAL INVESTORS LLC | 42.96% | 4.53% | 81,600,880 | - | - | 203,186,191 | Mar 31, 2024 |
| J.H. WHITNEY EQUITY PARTNERS VII, LLC | 25.61% | 100.00% | 48,655,882 | - | - | 121,153,146 | Mar 31, 2024 |
| NUT TREE CAPITAL MANAGEMENT, LP | 6.51% | 8.52% | 12,372,649 | - | - | 30,807,896 | Mar 31, 2024 |
| LITTLEJOHN & CO LLC | 4.41% | 13.37% | 8,377,258 | 578,488 | 7.42% | 20,859,372 | Mar 31, 2024 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 3.37% | 4.62% | 6,400,000 | - | - | 15,936,000 | Mar 31, 2024 |
| BLACKROCK INC. | 1.88% | 0.00% | 3,571,621 | -103,612 | -2.82% | 8,893,336 | Mar 31, 2024 |
| VANGUARD GROUP INC | 1.35% | 0.00% | 2,571,251 | 44,970 | 1.78% | 6,402,416 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.63% | 0.00% | 1,203,586 | 16,404 | 1.38% | 2,997,270 | Mar 31, 2024 |
| STATE STREET CORP | 0.54% | 0.00% | 1,029,341 | 18,662 | 1.85% | 2,563,059 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 0.46% | 0.00% | 865,461 | 865,461 | 100.00% | 2,154,998 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.23% | 0.00% | 430,663 | 40,764 | 10.46% | 1,072,351 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.22% | 0.00% | 411,560 | -15,093 | -3.54% | 1,024,785 | Mar 31, 2024 |
| EAM INVESTORS, LLC | 0.14% | 0.10% | 264,600 | 31,391 | 13.46% | 658,854 | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.13% | 0.00% | 249,820 | - | - | 622,051 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.07% | 0.00% | 140,518 | -18,851 | -11.83% | 349,889 | Mar 31, 2024 |
| BARCLAYS PLC | 0.05% | 0.00% | 85,639 | -33,985 | -28.41% | 214,000 | Mar 31, 2024 |
| STRS OHIO | 0.04% | 0.00% | 78,000 | - | - | 194,000 | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.04% | - | 74,061 | 503 | 0.68% | 185,000 | Mar 31, 2024 |
| MORGAN STANLEY | 0.04% | - | 72,555 | -28,023 | -27.86% | 180,662 | Mar 31, 2024 |
| RHUMBLINE ADVISERS | 0.04% | 0.00% | 70,343 | -994 | -1.39% | 175,146,000 | Mar 31, 2024 |
Aveanna Healthcare's largest institutional shareholder is BAIN CAPITAL INVESTORS LLC, holding 42.96% of the company's total share outstanding, currently valued at $203.19M. The top 10 institutional shareholders own together 87.73% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| J.H. WHITNEY EQUITY PARTNERS VII, LLC | 25.61% | 100.00% | 48,655,882 | - | - | 121,153,146 | Mar 31, 2024 |
| LITTLEJOHN & CO LLC | 4.41% | 13.37% | 8,377,258 | 578,488 | 7.42% | 20,859,372 | Mar 31, 2024 |
| NUT TREE CAPITAL MANAGEMENT, LP | 6.51% | 8.52% | 12,372,649 | - | - | 30,807,896 | Mar 31, 2024 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 3.37% | 4.62% | 6,400,000 | - | - | 15,936,000 | Mar 31, 2024 |
| BAIN CAPITAL INVESTORS LLC | 42.96% | 4.53% | 81,600,880 | - | - | 203,186,191 | Mar 31, 2024 |
| EAM INVESTORS, LLC | 0.14% | 0.10% | 264,600 | 31,391 | 13.46% | 658,854 | Mar 31, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.00% | 3,511 | 3,511 | 100.00% | 8,742 | Mar 31, 2024 |
| STRS OHIO | 0.04% | 0.00% | 78,000 | - | - | 194,000 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 0.46% | 0.00% | 865,461 | 865,461 | 100.00% | 2,154,998 | Mar 31, 2024 |
| WOLFF WIESE MAGANA LLC | 0.00% | 0.00% | 300 | - | - | 747 | Mar 31, 2024 |
| DENALI ADVISORS LLC | 0.00% | 0.00% | 756 | 298 | 65.07% | 1,882 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | 0.00% | 7,342 | 2,254 | 44.30% | 18,282 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.63% | 0.00% | 1,203,586 | 16,404 | 1.38% | 2,997,270 | Mar 31, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | 0.00% | 0.00% | 3,026 | - | - | 7,535,000 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.02% | 0.00% | 29,385 | 19,096 | 185.60% | 72,000 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.23% | 0.00% | 430,663 | 40,764 | 10.46% | 1,072,351 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.03% | 0.00% | 62,000 | 16,700 | 36.87% | 154,000 | Mar 31, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | 0.01% | 0.00% | 24,959 | -214 | -0.85% | 62,148 | Mar 31, 2024 |
| BLACKROCK INC. | 1.88% | 0.00% | 3,571,621 | -103,612 | -2.82% | 8,893,336 | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.13% | 0.00% | 249,820 | - | - | 622,051 | Mar 31, 2024 |
The largest Aveanna Healthcare shareholder by % of total assets is J.H. WHITNEY EQUITY PARTNERS VII, LLC. The company owns 48.66M shares of Aveanna Healthcare (AVAH), representing 100.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 0.46% | 0.00% | 865,461 | 865,461 | 100.00% | 2,154,998 | Mar 31, 2024 |
| LITTLEJOHN & CO LLC | 4.41% | 13.37% | 8,377,258 | 578,488 | 7.42% | 20,859,372 | Mar 31, 2024 |
| VANGUARD GROUP INC | 1.35% | 0.00% | 2,571,251 | 44,970 | 1.78% | 6,402,416 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.23% | 0.00% | 430,663 | 40,764 | 10.46% | 1,072,351 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.04% | - | 68,452 | 35,499 | 107.73% | 170,445 | Mar 31, 2024 |
| EAM INVESTORS, LLC | 0.14% | 0.10% | 264,600 | 31,391 | 13.46% | 658,854 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | - | 23,750 | 23,750 | 100.00% | 59,138 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.02% | 0.00% | 29,385 | 19,096 | 185.60% | 72,000 | Mar 31, 2024 |
| STATE STREET CORP | 0.54% | 0.00% | 1,029,341 | 18,662 | 1.85% | 2,563,059 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.02% | 0.00% | 40,491 | 18,054 | 80.47% | 100,823 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.03% | 0.00% | 62,000 | 16,700 | 36.87% | 154,000 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.63% | 0.00% | 1,203,586 | 16,404 | 1.38% | 2,997,270 | Mar 31, 2024 |
| MACKENZIE FINANCIAL CORP | 0.02% | 0.00% | 33,599 | 16,142 | 92.47% | 83,662 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.02% | 0.00% | 32,385 | 13,026 | 67.29% | 80,639 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | - | 12,800 | 12,800 | 100.00% | 31,872 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.01% | - | 9,700 | 9,700 | 100.00% | 24,153 | Mar 31, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.00% | 3,511 | 3,511 | 100.00% | 8,742 | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.00% | 8,635 | 2,933 | 51.44% | 21,501 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | 0.00% | 7,342 | 2,254 | 44.30% | 18,282 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 0.01% | - | 17,286 | 2,234 | 14.84% | 43,042,000 | Mar 31, 2024 |
As of Mar 31 2024, Aveanna Healthcare's largest institutional buyer is FRANKLIN RESOURCES INC. The company purchased 865.46K stocks of AVAH, valued at $2.15M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 1.88% | 0.00% | 3,571,621 | -103,612 | -2.82% | 8,893,336 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.01% | - | 23,166 | -78,543 | -77.22% | 57,683,000 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.01% | - | 20,321 | -45,447 | -69.10% | 50,599 | Mar 31, 2024 |
| BARCLAYS PLC | 0.05% | 0.00% | 85,639 | -33,985 | -28.41% | 214,000 | Mar 31, 2024 |
| JANE STREET GROUP, LLC | 0.02% | - | 40,208 | -32,567 | -44.75% | 100,118 | Mar 31, 2024 |
| MORGAN STANLEY | 0.04% | - | 72,555 | -28,023 | -27.86% | 180,662 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -24,000 | -100.00% | - | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.07% | 0.00% | 140,518 | -18,851 | -11.83% | 349,889 | Mar 31, 2024 |
| ROYAL BANK OF CANADA | 0.00% | - | 4,134 | -15,444 | -78.88% | 10,000 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.22% | 0.00% | 411,560 | -15,093 | -3.54% | 1,024,785 | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -13,900 | -100.00% | - | Mar 31, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -13,154 | -100.00% | - | Mar 31, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.00% | - | 804 | -12,904 | -94.13% | 2,000 | Mar 31, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.01% | 0.00% | 13,476 | -10,465 | -43.71% | 34,000 | Mar 31, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.01% | 0.00% | 17,735 | -5,200 | -22.67% | 44,160 | Mar 31, 2024 |
| UBS GROUP AG | 0.03% | - | 51,045 | -4,660 | -8.37% | 127,102 | Mar 31, 2024 |
| AMALGAMATED BANK | 0.00% | - | 1,374 | -3,854 | -73.72% | 3,000 | Mar 31, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.01% | 0.00% | 18,090 | -3,769 | -17.24% | 45,044 | Mar 31, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.00% | - | 5,091 | -3,245 | -38.93% | 12,677 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.02% | - | 43,752 | -2,238 | -4.87% | 108,942 | Mar 31, 2024 |
As of Mar 31 2024, Aveanna Healthcare's biggest institutional seller is BLACKROCK INC.. The company sold -0.10M shares of AVAH, valued at $8.89M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 0.46% | 0.00% | 865,461 | 865,461 | 100.00% | 2,154,998 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | - | 23,750 | 23,750 | 100.00% | 59,138 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | - | 12,800 | 12,800 | 100.00% | 31,872 | Mar 31, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.00% | 3,511 | 3,511 | 100.00% | 8,742 | Mar 31, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | - | 911 | 911 | 100.00% | 2,000 | Mar 31, 2024 |
| 0.00% | - | 389 | 389 | 100.00% | 969 | Mar 31, 2024 | |
| CITADEL ADVISORS LLC | 0.00% | - | 300 | 300 | 100.00% | 747 | Mar 31, 2024 |
| NISA INVESTMENT ADVISORS, LLC | - | - | 62 | 62 | 100.00% | 154,000 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | 27 | 27 | 100.00% | 67 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 5 | 5 | 100.00% | 12 | Mar 31, 2024 |
Aveanna Healthcare's largest new institutional shareholder by number of shares is FRANKLIN RESOURCES INC, purchased 865.46K shares, valued at $2.15M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -24,000 | -100.00% | - | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -13,900 | -100.00% | - | Mar 31, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -13,154 | -100.00% | - | Mar 31, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -50 | -100.00% | - | Mar 31, 2024 |
Aveanna Healthcare's largest sold out institutional shareholder by shares sold is BRIDGEWAY CAPITAL MANAGEMENT, LLC, sold -24.00K shares, valued at -, as of undefined.
Aveanna Healthcare Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AMG FUNDS | 2.46% | 275,000 | - | - | Jan 31, 2024 |
| Natixis ETF Trust II | 2.00% | 22,531 | - | - | Dec 31, 2023 |
| CORNERCAP GROUP OF FUNDS /VA/ | 1.52% | 109,586 | - | - | Sep 30, 2022 |
| Vanguard Montgomery Funds | 1.30% | 52,233 | - | - | Dec 31, 2023 |
| MERIDIAN FUND INC | 0.30% | 1,081,000 | - | - | Dec 29, 2023 |
| SARATOGA ADVANTAGE TRUST | 0.22% | 13,830 | - | - | Feb 29, 2024 |
| Humankind Benefit Corp | 0.21% | 4,589 | - | - | Dec 31, 2023 |
| PUTNAM INVESTMENT FUNDS | 0.13% | 653,781 | -122,458 | -15.78% | Feb 29, 2024 |
| Natixis Funds Trust II | 0.10% | 848,475 | - | - | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.08% | 1,016,026 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.08% | 188,300 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.06% | 28,788 | - | - | Dec 31, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.04% | 6,993 | - | - | Dec 29, 2023 |
| FIDELITY COMMONWEALTH TRUST | 0.03% | 81,941 | 8,623 | 11.76% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 82,602 | - | - | Jan 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.02% | 1,246,000 | - | - | Dec 31, 2023 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 8,123 | 2,137 | 35.70% | Dec 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 99,315 | - | - | Dec 31, 2023 |
| PUTNAM VARIABLE TRUST | 0.01% | 312,729 | -36,771 | -10.52% | Dec 31, 2023 |
| Nushares ETF Trust | 0.01% | 43,525 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,345 | -16,467 | -92.45% | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.01% | 2,631,052 | 665,940 | 33.89% | Dec 31, 2023 |
| TIMOTHY PLAN | 0.01% | 25,097 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 367,577 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 64,222 | - | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 565,155 | 25,556 | 4.74% | Feb 29, 2024 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 93,400 | - | - | Dec 31, 2023 |
| GPS Funds I | 0.00% | 9,615 | - | - | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 17,200 | - | - | Dec 29, 2023 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 80,793 | - | - | Dec 31, 2023 |
| RBB FUND, INC. | 0.00% | 139,900 | - | - | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 256,704 | -22,433 | -8.04% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,026 | - | - | Dec 31, 2023 |
| HARTFORD SERIES FUND INC | 0.00% | 48,992 | - | - | Dec 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 33,268 | - | - | Dec 31, 2023 |
| TIAA-CREF LIFE FUNDS | 0.00% | 2,914 | - | - | Dec 31, 2023 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 3,276 | - | - | Dec 31, 2023 |
| VANGUARD WORLD FUND | 0.00% | 194,574 | 16,487 | 9.26% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 9,458 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.00% | 62,400 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 21,859 | 1,350 | 6.58% | Dec 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,000 | - | - | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 26,800 | - | - | Dec 31, 2023 |
| MUTUAL FUND SERIES TRUST | 0.00% | 842,000 | - | - | Dec 31, 2023 |
| Victory Portfolios II | 0.00% | 13,386 | - | - | Dec 31, 2023 |
| LAZARD FUNDS INC | 0.00% | 6,901 | 6,901 | - | Dec 31, 2023 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 16,957 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 40,348 | - | - | Feb 29, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 25,819 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,819 | - | - | Dec 31, 2023 |
| Dimensional ETF Trust | 0.00% | 58,444 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 153,518 | -439 | -0.29% | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 1,892,187 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 227,279 | 32,162 | 16.48% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 456 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 5,909 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 722 | 296 | 69.48% | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 5,952 | - | - | Jan 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 600 | - | - | Dec 31, 2023 |
| VALIC Co I | 0.00% | 19,435 | 389 | 2.04% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 8,039 | - | - | Dec 31, 2023 |
| RYDEX DYNAMIC FUNDS | 0.00% | 227 | - | - | Dec 31, 2023 |
| PENN SERIES FUNDS INC | 0.00% | 1,400 | - | - | Dec 29, 2023 |
| HARTFORD MUTUAL FUNDS INC/CT | 0.00% | 389,401 | - | - | Jan 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 19,212 | - | - | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 1,325 | - | - | Dec 31, 2023 |
| PGIM ETF TRUST | 0.00% | 2,646 | - | - | Feb 29, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 235 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 2,168 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 3,922 | -33 | -0.83% | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 7,421 | 1,035 | 16.21% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 30 | - | - | Dec 31, 2023 |
| NORTHERN FUNDS | 0.00% | 21,313 | - | - | Dec 29, 2023 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 60,370 | - | - | Dec 31, 2023 |
| BLACKROCK FUNDS | 0.00% | 135,239 | -7,468 | -5.23% | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 42,300 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 21,058 | - | - | Dec 31, 2023 |
| SUNAMERICA SERIES TRUST | 0.00% | 5,738 | 115 | 2.05% | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 1,522 | - | - | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 870 | - | - | Feb 29, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 57,100 | - | - | Dec 29, 2023 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 18,816 | 18,312 | 3633.33% | Dec 31, 2023 |
| Brighthouse Funds Trust II | 0.00% | 18,668 | - | - | Dec 31, 2023 |
| Meeder Funds | 0.00% | 33 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 21,402 | 1,354 | 6.75% | Dec 31, 2023 |
| SPDR INDEX SHARES FUNDS | 0.00% | 1,010 | - | - | Dec 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 5,333 | - | - | Jan 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 70 | - | - | Jan 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 3,203 | - | - | Dec 31, 2023 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 870 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 18,630 | - | - | Dec 31, 2023 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 5,828 | 1,873 | 47.36% | Dec 31, 2023 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 10,800 | - | - | Feb 29, 2024 |
| John Hancock Funds II | 0.00% | 4,266 | - | - | Feb 29, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 2 | - | - | Feb 29, 2024 |
Aveanna Healthcare's largest mutual fund holder by % of total assets is "AMG FUNDS", owning 275.00K shares, compromising 2.46% of its total assets.
Aveanna Healthcare Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 37 | -43.08% |
| 31 Dec, 23 | 65 | 1.56% |
| 30 Sep, 23 | 64 | 10.34% |
| 30 Jun, 23 | 58 | -12.12% |
| 31 Mar, 23 | 66 | -18.52% |
| 31 Dec, 22 | 81 | 1.25% |
| 30 Sep, 22 | 80 | -3.61% |
| 30 Jun, 22 | 83 | -10.75% |
| 31 Mar, 22 | 93 | 3.33% |
| 31 Dec, 21 | 90 | 4.65% |
| 30 Sep, 21 | 86 | -6.52% |
| 30 Jun, 21 | 92 | - |
As of 31 Mar 24, 37 institutions are holding Aveanna Healthcare's shares, representing a decrease of -43.08% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 66,906,726 | -60.43% |
| 31 Dec, 23 | 169,095,472 | -0.32% |
| 30 Sep, 23 | 169,631,404 | 0.58% |
| 30 Jun, 23 | 168,657,719 | 1.12% |
| 31 Mar, 23 | 166,793,460 | -0.08% |
| 31 Dec, 22 | 166,928,683 | -2.00% |
| 30 Sep, 22 | 170,340,528 | -0.20% |
| 30 Jun, 22 | 170,687,501 | -0.36% |
| 31 Mar, 22 | 171,298,049 | -2.06% |
| 31 Dec, 21 | 174,895,776 | 42.05% |
| 30 Sep, 21 | 123,122,829 | -2.00% |
| 30 Jun, 21 | 125,631,153 | - |
Aveanna Healthcare (AVAH) has 66.91M shares outstanding as of 31 Mar 24, down -60.43% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 35.22% | 0.44% |
| 31 Dec, 23 | 89.40% | 1.11% |
| 30 Sep, 23 | 89.72% | 1.13% |
| 30 Jun, 23 | 89.21% | 1.15% |
| 31 Mar, 23 | 88.23% | 1.09% |
| 31 Dec, 22 | 89.96% | 1.07% |
| 30 Sep, 22 | 91.53% | 1.07% |
| 30 Jun, 22 | 92.29% | 1.08% |
| 31 Mar, 22 | 92.63% | 1.03% |
| 31 Dec, 21 | 94.77% | 2.13% |
| 30 Sep, 21 | 66.71% | 1.24% |
| 30 Jun, 21 | 73.40% | - |
As of 31 Mar 24, Aveanna Healthcare is held by 35.22% institutional shareholders, representing a 0.44% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 19 | -48.65% |
| 31 Dec, 23 | 37 | 37.04% |
| 30 Sep, 23 | 27 | -15.63% |
| 30 Jun, 23 | 32 | 14.29% |
| 31 Mar, 23 | 28 | -30.00% |
| 31 Dec, 22 | 40 | -11.11% |
| 30 Sep, 22 | 45 | -15.09% |
| 30 Jun, 22 | 53 | -3.64% |
| 31 Mar, 22 | 55 | -14.06% |
| 31 Dec, 21 | 64 | 30.61% |
| 30 Sep, 21 | 49 | -46.15% |
| 30 Jun, 21 | 91 | - |
19 institutional shareholders have increased their position in AVAH stock as of 31 Mar 24 compared to 37 in the previous quarter (a -48.65% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 8 | -52.94% |
| 31 Dec, 23 | 17 | -15.00% |
| 30 Sep, 23 | 20 | 25.00% |
| 30 Jun, 23 | 16 | -20.00% |
| 31 Mar, 23 | 20 | -28.57% |
| 31 Dec, 22 | 28 | 33.33% |
| 30 Sep, 22 | 21 | -8.70% |
| 30 Jun, 22 | 23 | -23.33% |
| 31 Mar, 22 | 30 | 76.47% |
| 31 Dec, 21 | 17 | -37.04% |
| 30 Sep, 21 | 27 | - |
| 30 Jun, 21 | - | - |
8 institutional shareholders have reduced their position in AVAH stock as of 31 Mar 24 compared to 17 in the previous quarter (a -52.94% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 37 | -43.08% | 66,906,726 | -60.43% | 35.22% | 0.44% | 19 | -48.65% | 8 | -52.94% |
| 31 Dec, 23 | 65 | 1.56% | 169,095,472 | -0.32% | 89.40% | 1.11% | 37 | 37.04% | 17 | -15.00% |
| 30 Sep, 23 | 64 | 10.34% | 169,631,404 | 0.58% | 89.72% | 1.13% | 27 | -15.63% | 20 | 25.00% |
| 30 Jun, 23 | 58 | -12.12% | 168,657,719 | 1.12% | 89.21% | 1.15% | 32 | 14.29% | 16 | -20.00% |
| 31 Mar, 23 | 66 | -18.52% | 166,793,460 | -0.08% | 88.23% | 1.09% | 28 | -30.00% | 20 | -28.57% |
| 31 Dec, 22 | 81 | 1.25% | 166,928,683 | -2.00% | 89.96% | 1.07% | 40 | -11.11% | 28 | 33.33% |
| 30 Sep, 22 | 80 | -3.61% | 170,340,528 | -0.20% | 91.53% | 1.07% | 45 | -15.09% | 21 | -8.70% |
| 30 Jun, 22 | 83 | -10.75% | 170,687,501 | -0.36% | 92.29% | 1.08% | 53 | -3.64% | 23 | -23.33% |
| 31 Mar, 22 | 93 | 3.33% | 171,298,049 | -2.06% | 92.63% | 1.03% | 55 | -14.06% | 30 | 76.47% |
| 31 Dec, 21 | 90 | 4.65% | 174,895,776 | 42.05% | 94.77% | 2.13% | 64 | 30.61% | 17 | -37.04% |
| 30 Sep, 21 | 86 | -6.52% | 123,122,829 | -2.00% | 66.71% | 1.24% | 49 | -46.15% | 27 | - |
| 30 Jun, 21 | 92 | - | 125,631,153 | - | 73.40% | - | 91 | - | - | - |
Aveanna Healthcare Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Aveanna Healthcare's stock was made by RODGERS STEVEN E on Feb 22 2024, selling 103,175 shares at - per share (valued at -).
Aveanna Healthcare Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | - | - |
| Q1 2024 | 17 | 6 | 283.33% |
| Q3 2023 | 5 | 9 | 55.56% |
| Q2 2023 | 4 | - | - |
| Q1 2023 | 12 | - | - |
| Q3 2022 | 6 | - | - |
| Q2 2022 | 11 | 3 | 366.67% |
| Q1 2022 | 8 | - | - |
| Q4 2021 | 10 | - | - |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 6 | 31 | 19.35% |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Aveanna Healthcare's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 4 | - | - |
| Q1 2023 | - | - | - |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 7 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 4 | - | - |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 2 | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Aveanna Healthcare's stocks.
Aveanna Healthcare Peer Ownership
| Ticker | Company |
|---|---|
| INNV | InnovAge Holding Corp. |
| SEM | Select Medical Holdings Corporation |
| PNTG | The Pennant Group, Inc. |
| ENSG | The Ensign Group, Inc. |
| EHAB | Enhabit, Inc. |
| ADUS | Addus HomeCare Corporation |
| BKD | Brookdale Senior Living Inc. |
| OPCH | Option Care Health, Inc. |
| UHS | Universal Health Services, Inc. |
| EHC | Encompass Health Corporation |
| ACHC | Acadia Healthcare Company, Inc. |
| SGRY | Surgery Partners, Inc. |
AVAH Ownership FAQ
Who Owns Aveanna Healthcare?
Aveanna Healthcare is owned by institutional shareholders (35.22%), insiders (5.83%), and public (58.95%). The largest institutional shareholder of Aveanna Healthcare is BAIN CAPITAL INVESTORS LLC (42.96% of total shares) and the top mutual fund owner is AMG FUNDS (2.46% of total shares).
Who are the major institutional shareholders of Aveanna Healthcare?
Aveanna Healthcare's major institutional shareholders are BAIN CAPITAL INVESTORS LLC, J.H. WHITNEY EQUITY PARTNERS VII, LLC, NUT TREE CAPITAL MANAGEMENT, LP, LITTLEJOHN & CO LLC, and KING STREET CAPITAL MANAGEMENT, L.P.. The top five shareholders own together 82.86% of the company's share outstanding.
How many Aveanna Healthcare shareholders are there?
As of Mar 2024, there are 37 institutional shareholders of Aveanna Healthcare.
What percentage of Aveanna Healthcare is owned by BAIN CAPITAL INVESTORS LLC?
BAIN CAPITAL INVESTORS LLC owns 81.6M shares of Aveanna Healthcare, representing 42.96% of the company's total shares outstanding, valued at $203.19M (as of Mar 2024).
What percentage of Aveanna Healthcare is owned by J.H. WHITNEY EQUITY PARTNERS VII, LLC?
As of Mar 2024, J.H. WHITNEY EQUITY PARTNERS VII, LLC holds 48.66M shares of Aveanna Healthcare (AVAH), compromising 25.61% of the company, valued at $121.15M.
What percentage of Aveanna Healthcare is owned by NUT TREE CAPITAL MANAGEMENT, LP?
NUT TREE CAPITAL MANAGEMENT, LP is the third largest holder of Aveanna Healthcare. The company owns 12.37M of the company's shares outstanding (worth $30.81M).