Aveanna Healthcare Holdings Inc.

AVAH • NASDAQ

Aveanna Healthcare Holdings Inc. is a medical - care facilities company in the healthcare sector on NASDAQ, led by Jeff Shaner, with a market cap of $1.9B. As of Q3 2025, 92% of shares are held by 167 institutional investors, with BAIN CAPITAL INVESTORS LLC as the largest holder at 39.06%.

Chief Executive OfficerJeff Shaner

Market Cap$1.9B

Medical - Care Facilities

Healthcare

Employees33.5K

Websiteaveanna.com

Country

United States of America

Overview

Overview of institutional ownership in AVAH as of Q3 2025 with a market cap of $1.9B

All Institutions

Institutions: 167
Value Held: $1.7B
Shares Held: 192.2M
Avg Position: $10.2M
Median Position: $330.3K

Hedge Funds

Hedge Funds: 35
Value Held: $179.1M
Shares Held: 20.2M
Avg Position: $5.1M
Median Position: $973.1K

Ownership Breakdown

Institutional (non-HF)

82.36%

$1.5B

Hedge Funds

9.67%

$179.1M

Retail & Other

7.97%

$147.7M

Based on market cap of $1.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in AVAH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BAIN CAPITAL INVESTORS LLC Institution	-	$723.8M 21.60% of portfolio	39.06% 81.6M shares	Q2 2021 Held for 4y 5m	$3.4B
J.H. Whitney Equity Partners VII, LLC RIA/Wealth	William Gerard Shaheen CEO	$406.6M 100.00% of portfolio	21.94% 45.8M shares	Q4 2021 Held for 3y 11m	$406.6M
N Nut Tree Capital Management, LP Hedge Fund•Distressed	Jared Rafael Nussbaum CIO	$109.7M 29.67% of portfolio	5.92% 12.4M shares	Q2 2021 Held for 4y 5m	$369.8M
S SUMMIT PARTNERS L P Institution	-	$85.6M 9.26% of portfolio	4.62% 9.7M shares	Q2 2025 Held for 5 months	$924.3M
LITTLEJOHN & CO LLC Private Equity	Michael Ira Klein CEO	$52.7M 26.58% of portfolio	2.84% 5.9M shares	Q2 2021 Held for 4y 5m	$198.1M
B BlackRock, Inc. Institution	-	$45.9M 0.00% of portfolio	2.48% 5.2M shares	Q2 2021 Held for 4y 5m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$35.8M 0.00% of portfolio	1.93% 4.0M shares	Q2 2021 Held for 4y 5m	$6.69T
A AustralianSuper Pty Ltd Institution	-	$15.7M 0.07% of portfolio	0.85% 1.8M shares	Q3 2025 Held for 2 months	$21.7B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$14.1M 0.00% of portfolio	0.76% 1.6M shares	Q2 2021 Held for 4y 5m	$1.65T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$13.9M 0.00% of portfolio	0.75% 1.6M shares	Q2 2021 Held for 4y 5m	$1.57T

Net Capital Flow

Institutional buying and selling activity for AVAH in Q3 2025

Net Flow: +$15.8M
Buyers: 67
Sellers: 59
Total Bought: +$79.4M
Total Sold: −$63.6M
Avg Position: $11.8M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$9.6M +1.1M shares	$14.1M 1.6M shares
VANGUARD GROUP INC Institution	+$9.2M +1.0M shares	$35.8M 4.0M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$7.0M +785.5K shares	$8.5M 959.5K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	+$4.9M +557.9K shares	$9.1M 1.0M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$4.3M +482.8K shares	$7.2M 812.7K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	+$4.1M +466.0K shares	$10.0M 1.1M shares
N Nuveen, LLC Institution	+$3.7M +416.7K shares	$5.9M 666.0K shares
HENDERSON GROUP PLC Institution	+$3.7M +416.7K shares	$3.9M 440.3K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$3.2M +355.4K shares	$4.0M 448.8K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	+$2.7M +309.4K shares	$2.7M 309.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
KING STREET CAPITAL MANAGEMENT, L.P. Hedge Fund•Distressed	−$29.0M −3.3M shares	$11.4M 1.3M shares
LITTLEJOHN & CO LLC Private Equity	−$18.4M −2.1M shares	$52.7M 5.9M shares
R ROYAL BANK OF CANADA Institution	−$3.7M −417.3K shares	$190.2K 21.4K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	−$1.2M −139.9K shares	$101.7K 11.5K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	−$1.2M −130.6K shares	$2.0M 223.3K shares
MACKENZIE FINANCIAL CORP Long Only Manager	−$925.2K −104.3K shares	$1.7M 191.8K shares
C Cubist Systematic Strategies, LLC Institution	−$921.4K −103.9K shares	$446.5K 50.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$862.1K −97.2K shares	$340.4K 38.4K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	−$833.6K −94.0K shares	$1.9M 218.4K shares
J.H. Whitney Equity Partners VII, LLC RIA/Wealth	−$726.3K −81.9K shares	$406.6M 45.8M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AVAH in Q3 2025

New Positions: 32
New Value: $40.4M
Exited Positions: 15
Exited Value: $1.4M

New Positions

Institution	Position Value
A AustralianSuper Pty Ltd Institution	$15.7M 1.8M shares
Hillsdale Investment Management Inc. Long Only Manager	$7.9M 893.1K shares
A Assenagon Asset Management S.A. Institution	$7.4M 829.3K shares
Voleon Capital Management LP Hedge Fund•Quant	$2.9M 332.5K shares
Trexquant Investment LP Hedge Fund•Quant	$1.2M 138.5K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$1.1M 125.4K shares
R RBF Capital, LLC Institution	$748.0K 84.3K shares
C CAXTON ASSOCIATES LLP Institution	$488.1K 55.0K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	$475.6K 53.6K shares
Quest Partners LLC Hedge Fund•Quant Macro	$322.1K 36.3K shares

Exited Positions

Institution	Previous Position
Empirical Financial Services, LLC RIA/Wealth	$349.9K 66.9K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$321.8K 61.5K shares
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	$209.7K 40.1K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$153.6K 29.4K shares
W Winton Capital Group Ltd Institution	$147.3K 28.2K shares
O OXFORD ASSET MANAGEMENT Institution	$63.9K 12.2K shares
B Belvedere Trading LLC Institution	$62.4K 11.9K shares
M MQS Management LLC Hedge Fund•Global Macro	$58.6K 11.2K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$23.3K 4.5K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	$23.3K 4.4K shares

Options Activity

Institutions with the largest Call and Put options positions in AVAH as of Q3 2025

Call Positions: 1
Call Value: $269.6K
Put Positions: 2
Put Value: $457.7K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$269.6K 304.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$262.6K 296.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$195.1K 220.0 contracts

Most Committed Institutions

Institutions with AVAH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
J.H. Whitney Equity Partners VII, LLC RIA/Wealth	William Gerard Shaheen CEO	100.00% $406.6M	21.94% 45.8M shares	Q4 2021 Held for 3y 11m	$406.6M
N Nut Tree Capital Management, LP Hedge Fund•Distressed	Jared Rafael Nussbaum CIO	29.67% $109.7M	5.92% 12.4M shares	Q2 2021 Held for 4y 5m	$369.8M
LITTLEJOHN & CO LLC Private Equity	Michael Ira Klein CEO	26.58% $52.7M	2.84% 5.9M shares	Q2 2021 Held for 4y 5m	$198.1M
B BAIN CAPITAL INVESTORS LLC Institution	-	21.60% $723.8M	39.06% 81.6M shares	Q2 2021 Held for 4y 5m	$3.4B
S SUMMIT PARTNERS L P Institution	-	9.26% $85.6M	4.62% 9.7M shares	Q2 2025 Held for 5 months	$924.3M
KING STREET CAPITAL MANAGEMENT, L.P. Hedge Fund•Distressed	Ricardo Nmn Marano Managing Partner	2.28% $11.4M	0.62% 1.3M shares	Q4 2022 Held for 2y 11m	$499.9M
K Keebeck Alpha, LP Hedge Fund	Thong Huy Nguyen CIO	0.39% $280.5K	0.02% 31.6K shares	Q1 2025 Held for 8 months	$71.9M
Hillsdale Investment Management Inc. Long Only Manager	Albert Christopher Guthrie CEO	0.24% $7.9M	0.43% 893.1K shares	Q3 2025 Held for 2 months	$3.3B
Counterpoint Mutual Funds LLC ETF Provider	John Charles Koudsi Managing Partner	0.23% $2.9M	0.15% 321.8K shares	Q3 2025 Held for 2 months	$1.3B
OCCUDO QUANTITATIVE STRATEGIES LP Hedge Fund•Market Neutral	Ricky Xiaoxiao Shi Partner	0.17% $1.4M	0.07% 153.3K shares	Q4 2024 Held for 11 months	$821.7M

Hedge Fund Spotlight

Discover hedge funds investing in AVAH

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Aveanna Healthcare Holdings Inc.

Market Value: $2.7M
Shares Held: 299.4K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

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