Aveanna Healthcare Ownership 2024 | Who Owns Aveanna Healthcare Now?
Institutional Ownership
88.61%
Insider Ownership
5.80%
Retail Ownership
5.59%
Institutional Holders
67.00
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 | 42.45% | 4.78% | 81,600,880 | - | - | 225,218,429 | Jun 30, 2024 |
| J.H. WHITNEY EQUITY PARTNERS VII, LLC | 25.31% | 100.00% | 48,655,882 | - | - | 134,290,234 | Jun 30, 2024 |
| NUT TREE CAPITAL MANAGEMENT, LP | 6.44% | 8.74% | 12,372,649 | - | - | 34,148,511 | Jun 30, 2024 |
| LITTLEJOHN & CO LLC | 4.63% | 12.52% | 8,902,798 | 525,540 | 6.27% | 24,571,722 | Jun 30, 2024 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 3.33% | 9.18% | 6,400,000 | - | - | 17,664,000 | Jun 30, 2024 |
| BLACKROCK INC. | 1.88% | 0.00% | 3,622,850 | 51,229 | 1.43% | 9,999,066 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.26% | 0.00% | 2,421,166 | -150,085 | -5.84% | 6,682,418 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.70% | 0.00% | 1,337,826 | 134,240 | 11.15% | 3,692,792 | Jun 30, 2024 |
| STATE STREET CORP | 0.54% | 0.00% | 1,030,474 | 1,133 | 0.11% | 2,844,108,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.36% | 0.00% | 691,275 | -174,186 | -20.13% | 1,907,919 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.23% | 0.00% | 445,137 | 14,474 | 3.36% | 1,228,578 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.22% | 0.00% | 415,564 | 4,004 | 0.97% | 1,146,957,000 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.14% | 0.12% | 264,600 | - | - | 730,296 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.13% | 0.00% | 249,820 | - | - | 689,503 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.08% | 0.00% | 158,600 | 96,600 | 155.81% | 437,736 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.08% | 0.00% | 149,761 | 9,243 | 6.58% | 413,340 | Jun 30, 2024 |
| INVESCO LTD. | 0.07% | 0.00% | 134,362 | 119,275 | 790.58% | 370,839 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.06% | 0.00% | 119,513 | 99,192 | 488.13% | 329,856 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.06% | 0.00% | 109,003 | 91,717 | 530.59% | 300,848 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.05% | 0.00% | 89,371 | 89,371 | 100.00% | 246,664 | Jun 30, 2024 |
Aveanna Healthcare's largest institutional shareholder is BAIN CAPITAL INVESTORS LLC, holding 42.45% of the company's total share outstanding, currently valued at $225.22M. The top 10 institutional shareholders own together 86.89% 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 | 25.31% | 100.00% | 48,655,882 | - | - | 134,290,234 | Jun 30, 2024 |
| LITTLEJOHN & CO LLC | 4.63% | 12.52% | 8,902,798 | 525,540 | 6.27% | 24,571,722 | Jun 30, 2024 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 3.33% | 9.18% | 6,400,000 | - | - | 17,664,000 | Jun 30, 2024 |
| NUT TREE CAPITAL MANAGEMENT, LP | 6.44% | 8.74% | 12,372,649 | - | - | 34,148,511 | Jun 30, 2024 |
| BAIN CAPITAL INVESTORS LLC | 42.45% | 4.78% | 81,600,880 | - | - | 225,218,429 | Jun 30, 2024 |
| EAM INVESTORS, LLC | 0.14% | 0.12% | 264,600 | - | - | 730,296 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.00% | 27,216 | 27,216 | 100.00% | 75,116 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.05% | 0.00% | 89,371 | 89,371 | 100.00% | 246,664 | Jun 30, 2024 |
| STRS OHIO | 0.05% | 0.00% | 86,900 | 8,900 | 11.41% | 239,844,000 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.08% | 0.00% | 158,600 | 96,600 | 155.81% | 437,736 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.04% | 0.00% | 81,275 | 51,890 | 176.59% | 222,000 | Jun 30, 2024 |
| WOLFF WIESE MAGANA LLC | 0.00% | 0.00% | 300 | - | - | 828 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 0.00% | 13,995 | 6,653 | 90.62% | 38,626 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.36% | 0.00% | 691,275 | -174,186 | -20.13% | 1,907,919 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.02% | 0.00% | 32,517 | 32,517 | 100.00% | 89,747 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 28,118 | 28,118 | 100.00% | 77,606 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.70% | 0.00% | 1,337,826 | 134,240 | 11.15% | 3,692,792 | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | 0.00% | 0.00% | 3,026 | - | - | 8,352 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.23% | 0.00% | 445,137 | 14,474 | 3.36% | 1,228,578 | Jun 30, 2024 |
| BLACKROCK INC. | 1.88% | 0.00% | 3,622,850 | 51,229 | 1.43% | 9,999,066 | Jun 30, 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 |
|---|---|---|---|---|---|---|---|
| LITTLEJOHN & CO LLC | 4.63% | 12.52% | 8,902,798 | 525,540 | 6.27% | 24,571,722 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.70% | 0.00% | 1,337,826 | 134,240 | 11.15% | 3,692,792 | Jun 30, 2024 |
| INVESCO LTD. | 0.07% | 0.00% | 134,362 | 119,275 | 790.58% | 370,839 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.06% | 0.00% | 119,513 | 99,192 | 488.13% | 329,856 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.08% | 0.00% | 158,600 | 96,600 | 155.81% | 437,736 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.06% | 0.00% | 109,003 | 91,717 | 530.59% | 300,848 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.05% | 0.00% | 89,371 | 89,371 | 100.00% | 246,664 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.04% | 0.00% | 81,275 | 51,890 | 176.59% | 222,000 | Jun 30, 2024 |
| BLACKROCK INC. | 1.88% | 0.00% | 3,622,850 | 51,229 | 1.43% | 9,999,066 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.02% | 0.00% | 32,517 | 32,517 | 100.00% | 89,747 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 28,118 | 28,118 | 100.00% | 77,606 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.00% | 27,216 | 27,216 | 100.00% | 75,116 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 26,032 | 26,032 | 100.00% | 71,848 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.03% | - | 59,343 | 15,591 | 35.63% | 163,787 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.23% | 0.00% | 445,137 | 14,474 | 3.36% | 1,228,578 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.02% | 0.00% | 45,674 | 12,075 | 35.94% | 126,060 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.01% | - | 11,052 | 11,052 | 100.00% | 30,504 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.02% | - | 32,562 | 9,396 | 40.56% | 89,872 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.08% | 0.00% | 149,761 | 9,243 | 6.58% | 413,340 | Jun 30, 2024 |
| STRS OHIO | 0.05% | 0.00% | 86,900 | 8,900 | 11.41% | 239,844,000 | Jun 30, 2024 |
As of Jun 30 2024, Aveanna Healthcare's largest institutional buyer is LITTLEJOHN & CO LLC. The company purchased 525.54K stocks of AVAH, valued at $24.57M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 0.36% | 0.00% | 691,275 | -174,186 | -20.13% | 1,907,919 | Jun 30, 2024 |
| VANGUARD GROUP INC | 1.26% | 0.00% | 2,421,166 | -150,085 | -5.84% | 6,682,418 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.01% | - | 23,395 | -45,057 | -65.82% | 64,570 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -40,491 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | - | 15,992 | -35,053 | -68.67% | 44,138 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -24,959 | -100.00% | - | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | - | - | - | -18,312 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.04% | 0.00% | 68,132 | -17,507 | -20.44% | 188,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 57,855 | -14,700 | -20.26% | 159,681 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -13,476 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -8,635 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -3,511 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.00% | - | 3,787 | -1,304 | -25.61% | 10,452 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -911 | -100.00% | - | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -804 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | - | 200 | -800 | -80.00% | 552,000 | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -756 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -389 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| J.H. WHITNEY EQUITY PARTNERS VII, LLC | 25.31% | 100.00% | 48,655,882 | - | - | 134,290,234 | Jun 30, 2024 |
As of Jun 30 2024, Aveanna Healthcare's biggest institutional seller is FRANKLIN RESOURCES INC. The company sold -0.17M shares of AVAH, valued at $1.91M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.05% | 0.00% | 89,371 | 89,371 | 100.00% | 246,664 | Jun 30, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | 0.02% | 0.00% | 32,517 | 32,517 | 100.00% | 89,747 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 28,118 | 28,118 | 100.00% | 77,606 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.00% | 27,216 | 27,216 | 100.00% | 75,116 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 26,032 | 26,032 | 100.00% | 71,848 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.01% | - | 11,052 | 11,052 | 100.00% | 30,504 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 357 | 357 | 100.00% | 986 | Jun 30, 2024 |
Aveanna Healthcare's largest new institutional shareholder by number of shares is JACOBS LEVY EQUITY MANAGEMENT, INC, purchased 89.37K shares, valued at $246.66K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SQUAREPOINT OPS LLC | - | - | - | -40,491 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -24,959 | -100.00% | - | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | - | - | - | -18,312 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -13,476 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -8,635 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -3,511 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -911 | -100.00% | - | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -804 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -756 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -389 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
Aveanna Healthcare's largest sold out institutional shareholder by shares sold is SQUAREPOINT OPS LLC, sold -40.49K shares, valued at -, as of undefined.
Aveanna Healthcare Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CORNERCAP GROUP OF FUNDS /VA/ | 1.52% | 109,586 | - | - | Sep 30, 2022 |
| Natixis ETF Trust II | 1.27% | 22,531 | - | - | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.46% | 1,081,000 | - | - | Mar 28, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.22% | 13,830 | - | - | Feb 29, 2024 |
| Vanguard Montgomery Funds | 0.22% | 52,233 | - | - | Mar 31, 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 |
| Ultimus Managers Trust | 0.11% | 1,328,375 | - | - | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.08% | 188,300 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.06% | 28,788 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.04% | 1,016,026 | - | - | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.04% | 6,993 | - | - | Mar 28, 2024 |
| 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 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 99,315 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,123 | - | - | Mar 31, 2024 |
| AMG FUNDS | 0.01% | 275,000 | - | - | Mar 28, 2024 |
| PUTNAM VARIABLE TRUST | 0.01% | 263,929 | -48,800 | -15.60% | Mar 31, 2024 |
| Natixis Funds Trust II | 0.01% | 848,475 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,345 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.01% | 43,525 | - | - | Jan 31, 2024 |
| TIMOTHY PLAN | 0.01% | 25,097 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 2,037,578 | -593,474 | -22.56% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 367,577 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 140,290 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 64,725 | 503 | 0.78% | Mar 31, 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 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 9,615 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 17,200 | - | - | Mar 28, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 80,793 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 139,900 | - | - | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 24,116 | - | - | Jan 31, 2024 |
| HARTFORD SERIES FUND INC | 0.00% | 48,992 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,026 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 2,914 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 20,000 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 30,960 | -2,308 | -6.94% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 3,276 | - | - | Mar 31, 2024 |
| 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 | - | - | Mar 31, 2024 |
| Series Portfolios Trust | 0.00% | 3,849 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 18,090 | -3,769 | -17.24% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 256,704 | -22,433 | -8.04% | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,000 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 19,300 | -7,500 | -27.99% | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 13,386 | - | - | Mar 31, 2024 |
| MUTUAL FUND SERIES TRUST | 0.00% | 842,000 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 16,957 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 40,348 | - | - | Feb 29, 2024 |
| LAZARD FUNDS INC | 0.00% | 6,901 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,819 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 19,103 | -2,210 | -10.37% | Mar 28, 2024 |
| Dimensional ETF Trust | 0.00% | 58,444 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 153,518 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 600 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 227,279 | 32,162 | 16.48% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 456 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 1,787,140 | -105,047 | -5.55% | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 5,952 | - | - | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 219,123 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 19,435 | 389 | 2.04% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 8,039 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 227 | - | - | Dec 31, 2023 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 5,909 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,400 | - | - | Mar 28, 2024 |
| 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 | - | - | Mar 31, 2024 |
| PGIM ETF TRUST | 0.00% | 2,646 | - | - | Feb 29, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 235 | - | - | Feb 29, 2024 |
| ProFunds | 0.00% | 394 | -32 | -7.51% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 2,168 | - | - | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 7,158 | 1,299 | 22.17% | Jan 31, 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 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 11,742 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 30 | - | - | Dec 31, 2023 |
| Brighthouse Funds Trust II | 0.00% | 18,668 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 60,370 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 21,058 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 135,239 | -7,468 | -5.23% | Feb 29, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 57,100 | - | - | Mar 28, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 42,300 | - | - | Mar 31, 2024 |
| 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 |
| ETF Series Solutions | 0.00% | 233 | - | - | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 34,800 | 684 | 2.00% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 18,312 | -504 | -2.68% | Mar 31, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 25,819 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 33 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 20,407 | -995 | -4.65% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 5,333 | - | - | Jan 31, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 1,010 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 16,825 | -1,805 | -9.69% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 3,203 | - | - | Dec 31, 2023 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 870 | - | - | Dec 31, 2023 |
Aveanna Healthcare's largest mutual fund holder by % of total assets is "CORNERCAP GROUP OF FUNDS /VA/", owning 109.59K shares, compromising 1.52% of its total assets.
Aveanna Healthcare Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 67 | -4.29% |
| 31 Mar, 24 | 70 | 6.06% |
| 31 Dec, 23 | 66 | 3.13% |
| 30 Sep, 23 | 64 | 8.47% |
| 30 Jun, 23 | 59 | -11.94% |
| 31 Mar, 23 | 67 | -18.29% |
| 31 Dec, 22 | 82 | - |
| 30 Sep, 22 | 82 | -2.38% |
| 30 Jun, 22 | 84 | -10.64% |
| 31 Mar, 22 | 94 | 3.30% |
| 31 Dec, 21 | 91 | 5.81% |
| 30 Sep, 21 | 86 | -7.53% |
| 30 Jun, 21 | 93 | - |
As of 30 Jun 24, 67 institutions are holding Aveanna Healthcare's shares, representing a decrease of -4.29% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 170,340,644 | 0.58% |
| 31 Mar, 24 | 169,358,362 | 0.14% |
| 31 Dec, 23 | 169,127,063 | -0.30% |
| 30 Sep, 23 | 169,631,404 | 0.57% |
| 30 Jun, 23 | 168,676,615 | 1.11% |
| 31 Mar, 23 | 166,816,868 | -0.09% |
| 31 Dec, 22 | 166,968,645 | -2.00% |
| 30 Sep, 22 | 170,376,643 | -0.19% |
| 30 Jun, 22 | 170,703,567 | -0.37% |
| 31 Mar, 22 | 171,332,783 | -2.14% |
| 31 Dec, 21 | 175,071,571 | 42.19% |
| 30 Sep, 21 | 123,122,829 | -2.00% |
| 30 Jun, 21 | 125,631,153 | - |
Aveanna Healthcare (AVAH) has 170.34M shares outstanding as of 30 Jun 24, up 0.58% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 88.61% | 1.11% |
| 31 Mar, 24 | 89.16% | 1.12% |
| 31 Dec, 23 | 89.42% | 1.11% |
| 30 Sep, 23 | 89.72% | 1.13% |
| 30 Jun, 23 | 89.22% | 1.15% |
| 31 Mar, 23 | 88.24% | 1.09% |
| 31 Dec, 22 | 89.98% | 1.07% |
| 30 Sep, 22 | 91.54% | 1.07% |
| 30 Jun, 22 | 92.30% | 1.08% |
| 31 Mar, 22 | 92.65% | 1.03% |
| 31 Dec, 21 | 94.86% | 2.13% |
| 30 Sep, 21 | 66.71% | 1.24% |
| 30 Jun, 21 | 73.40% | - |
As of 30 Jun 24, Aveanna Healthcare is held by 88.61% institutional shareholders, representing a 1.11% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 38 | 35.71% |
| 31 Mar, 24 | 28 | -26.32% |
| 31 Dec, 23 | 38 | 40.74% |
| 30 Sep, 23 | 27 | -15.63% |
| 30 Jun, 23 | 32 | 14.29% |
| 31 Mar, 23 | 28 | -31.71% |
| 31 Dec, 22 | 41 | -12.77% |
| 30 Sep, 22 | 47 | -11.32% |
| 30 Jun, 22 | 53 | -3.64% |
| 31 Mar, 22 | 55 | -15.38% |
| 31 Dec, 21 | 65 | 32.65% |
| 30 Sep, 21 | 49 | -46.74% |
| 30 Jun, 21 | 92 | - |
38 institutional shareholders have increased their position in AVAH stock as of 30 Jun 24 compared to 28 in the previous quarter (a 35.71% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 9 | -60.87% |
| 31 Mar, 24 | 23 | 35.29% |
| 31 Dec, 23 | 17 | -15.00% |
| 30 Sep, 23 | 20 | 17.65% |
| 30 Jun, 23 | 17 | -19.05% |
| 31 Mar, 23 | 21 | -25.00% |
| 31 Dec, 22 | 28 | 33.33% |
| 30 Sep, 22 | 21 | -12.50% |
| 30 Jun, 22 | 24 | -22.58% |
| 31 Mar, 22 | 31 | 82.35% |
| 31 Dec, 21 | 17 | -37.04% |
| 30 Sep, 21 | 27 | - |
| 30 Jun, 21 | - | - |
9 institutional shareholders have reduced their position in AVAH stock as of 30 Jun 24 compared to 23 in the previous quarter (a -60.87% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 67 | -4.29% | 170,340,644 | 0.58% | 88.61% | 1.11% | 38 | 35.71% | 9 | -60.87% |
| 31 Mar, 24 | 70 | 6.06% | 169,358,362 | 0.14% | 89.16% | 1.12% | 28 | -26.32% | 23 | 35.29% |
| 31 Dec, 23 | 66 | 3.13% | 169,127,063 | -0.30% | 89.42% | 1.11% | 38 | 40.74% | 17 | -15.00% |
| 30 Sep, 23 | 64 | 8.47% | 169,631,404 | 0.57% | 89.72% | 1.13% | 27 | -15.63% | 20 | 17.65% |
| 30 Jun, 23 | 59 | -11.94% | 168,676,615 | 1.11% | 89.22% | 1.15% | 32 | 14.29% | 17 | -19.05% |
| 31 Mar, 23 | 67 | -18.29% | 166,816,868 | -0.09% | 88.24% | 1.09% | 28 | -31.71% | 21 | -25.00% |
| 31 Dec, 22 | 82 | - | 166,968,645 | -2.00% | 89.98% | 1.07% | 41 | -12.77% | 28 | 33.33% |
| 30 Sep, 22 | 82 | -2.38% | 170,376,643 | -0.19% | 91.54% | 1.07% | 47 | -11.32% | 21 | -12.50% |
| 30 Jun, 22 | 84 | -10.64% | 170,703,567 | -0.37% | 92.30% | 1.08% | 53 | -3.64% | 24 | -22.58% |
| 31 Mar, 22 | 94 | 3.30% | 171,332,783 | -2.14% | 92.65% | 1.03% | 55 | -15.38% | 31 | 82.35% |
| 31 Dec, 21 | 91 | 5.81% | 175,071,571 | 42.19% | 94.86% | 2.13% | 65 | 32.65% | 17 | -37.04% |
| 30 Sep, 21 | 86 | -7.53% | 123,122,829 | -2.00% | 66.71% | 1.24% | 49 | -46.74% | 27 | - |
| 30 Jun, 21 | 93 | - | 125,631,153 | - | 73.40% | - | 92 | - | - | - |
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 |
|---|---|
| OPCH | Option Care Health, Inc. |
| SGRY | Surgery Partners, Inc. |
| BKD | Brookdale Senior Living Inc. |
| INNV | InnovAge Holding Corp. |
| PNTG | The Pennant Group, Inc. |
| EHAB | Enhabit, Inc. |
| EHC | Encompass Health Corporation |
| UHS | Universal Health Services, Inc. |
| ACHC | Acadia Healthcare Company, Inc. |
| SEM | Select Medical Holdings Corporation |
| ADUS | Addus HomeCare Corporation |
| ENSG | The Ensign Group, Inc. |
AVAH Ownership FAQ
Who Owns Aveanna Healthcare?
Aveanna Healthcare is owned by institutional shareholders (88.61%), insiders (5.80%), and public (5.59%). The largest institutional shareholder of Aveanna Healthcare is BAIN CAPITAL INVESTORS LLC (42.45% of total shares) and the top mutual fund owner is CORNERCAP GROUP OF FUNDS /VA/ (1.52% 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 82.15% of the company's share outstanding.
How many Aveanna Healthcare shareholders are there?
As of Jun 2024, there are 67 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 42.45% of the company's total shares outstanding, valued at $225.22M (as of Jun 2024).
What percentage of Aveanna Healthcare is owned by J.H. WHITNEY EQUITY PARTNERS VII, LLC?
As of Jun 2024, J.H. WHITNEY EQUITY PARTNERS VII, LLC holds 48.66M shares of Aveanna Healthcare (AVAH), compromising 25.31% of the company, valued at $134.29M.
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 $34.15M).