The cluster is small in dollar terms and lacks insider corroboration. Monitor upcoming 13F filings for larger institutional moves and the next earnings report for fundamental catalysts that could attract broader institutional interest.
How the stock moved after the report
NEUTRAL VIEWSTOCK BELOW ENTRY AT T+5- T+0 · Nov 3 $13.28entry
- T+1 · 8d ago +7.15%α +5.50% · $14.23
- T+5 · yesterday −0.68%α −0.09% · $13.19
- T+6 · todayOpen
- T+20 · in 20d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Three asset managers increased their positions in Aveanna Healthcare during Q3 2026, with Principal Financial Group adding 70% to its stake and two smaller advisors doubling their holdings. The total net buying was $2.0M, concentrated in active managers, but the 45-day reporting lag and absence of insider buying limit the signal's timeliness.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.0M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Principal Financial Group | ADD | +70.1% | $3.2M | $1.9M |
| Farther Finance Advisors | DOUBLED | +217.1% | $37.0K | $29.0K |
| Nisa Investment Advisors | DOUBLED | +104.7% | $139.0K | $92.0K |
Key Facts
- Three institutional buyers added a net $2.0M to their AVAH positions in Q3 2026
- Principal Financial Group increased its stake by 70.1% (from $1.3M to $3.2M)
- Farther Finance Advisors and Nisa Investment Advisors both doubled their small positions
- No institutional sellers were reported in the cluster
- Insider buying score is 0/100, with no open-market insider purchases
- 13F data is as of September 30, 2026, and may not reflect current holdings
Financial Impact
Three asset managers accumulated $2.0M in net new positions, with total current holdings of $3.4M. This represents approximately 0.12% of AVAH's $2.9B market cap.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Total buying of $2.0M is immaterial relative to $2.9B market cap
- No insider buying to confirm institutional conviction
- Only three funds involved, limiting signal strength
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AVAH-2026-Q3 |
Track record
23 reports on AVAH
6 of 11 bullish or bearish reports moved the stock their way by T+60. Best: +110.51% at T+60 after the Jun 2, 2026 report. 10 of 15 went positive at some point.
Filters
- Nov 10, 2026today SC 13G/A Neutral 3/10 Entry $13.15 settles Feb 9
- Nov 2, 20269d ago Institutional Cluster Neutral 2/10 Viewing Entry $13.28 settles Feb 1
- Oct 2, 20265w ago 8-K Neutral 2/10 Entry $12.37 settles Dec 30
- Aug 24, 202611w ago Insider Cluster Bearish 8/10 Entry $13.59 settles Nov 18
- Aug 24, 202611w ago Insider Cluster Bearish 8/10 Entry $13.59 settles Nov 18
- Aug 24, 202611w ago 424B4 Bearish 6/10 Entry $13.70 settles Nov 17
- Aug 20, 202611w ago Press Release Bearish 6/10 Entry $13.16 settles Nov 16
- Aug 9, 202613w ago Institutional Cluster Bullish 5/10 Entry $9.46 to $13.28 ▲ +40.38% +42.80% vs SPY
- Jul 2, 202618w ago Insider Cluster Bearish 7/10 Entry $9.10 to $12.38 ▼ −36.04% −33.04% vs SPY
- Jun 30, 202619w ago 144 Bearish 5/10 Entry $8.86 to $12.38 ▼ −39.73% −36.77% vs SPY
US Market Status
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