Among active 13F managers last quarter, 11 opened and 29 added, while 21 reduced; the largest holder to move was J.H. Whitney Equity Partners VII, LLC (−25%). Over the last 180 days, 7 insiders sold and none bought, a net -$774.1M in open-market trades.
The legs disagree, or only one of them leans.
191 tracked 13F filers disclose a position in AVAH as of the latest SEC 13F filings, a combined $1.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bain Capital Investors LLC | 81.6M | $525.5M | —Held | Q1 2026 | |
| 2 | J.H. Whitney Equity Partners VII, LLC | 27.1M | $231.9M | ▼−25% Reduced · −9.2M sh | Q2 2026 | |
| 3 | Nut Tree Capital Management, LP | 12.9M | $110.7M | —Held | Q2 2026 | |
| 4 | BlackRock, Inc. | 5.5M | $35.4M | ▼−11% Reduced · −657K sh | Q1 2026 | |
| 5 | Ophir Asset Management Pty Ltd | 5.1M | $43.7M | ▲New +5.1M sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 4.0M | $25.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 7 | Braidwell LP | 3.1M | $26.3M | ▲+39% Added · +862K sh | Q2 2026 | |
| 8 | Boston Partners | 2.8M | $18.2M | ▲+756% Added · +2.5M sh | Q1 2026 | |
| 9 | Citadel Advisors LLC | 2.3M | $19.6M | ▲+725% Added · +2.0M sh | Q2 2026 | |
| 10 | Nuveen, LLC | 2.2M | $14.1M | ▲+40% Added · +623K sh | Q1 2026 | |
| 11 | Geode Capital Management, LLC | 2.1M | $17.7M | ▲+20% Added · +350K sh | Q2 2026 | |
| 12 | State Street Corp | 2.0M | $16.7M | ▲+25% Added · +392K sh | Q2 2026 | |
| 13 | Point72 Asset Management, L.P. | 1.8M | $15.5M | ▲18× Added · +1.7M sh | Q2 2026 | |
| 14 | Qube Research & Technologies Ltd | 1.8M | $11.4M | ▲+19% Added · +281K sh | Q1 2026 | |
| 15 | Emerald Advisers, LLC | 1.6M | $14.1M | ▼−2.8% Reduced · −48K sh | Q2 2026 | |
| 16 | Algert Global LLC | 1.6M | $13.8M | ▼−10% Reduced · −184K sh | Q2 2026 | |
| 17 | Morgan Stanley | 1.5M | $9.9M | ▼−10% Reduced · −175K sh | Q1 2026 | |
| 18 | Two Sigma Investments, LP | 1.4M | $8.8M | ▲+391% Added · +1.1M sh | Q1 2026 | |
| 19 | Dimensional Fund Advisors LP | 1.3M | $8.6M | ▲+49% Added · +442K sh | Q1 2026 | |
| 20 | Vanguard Portfolio Management LLC | 1.2M | $7.9M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 21 | Adage Capital Partners GP, L.L.C. | 977K | $6.3M | ▲+38% Added · +270K sh | Q1 2026 | |
| 22 | Emerald Mutual Fund Advisers Trust | 967K | $8.3M | ▼−0.9% Reduced · −9K sh | Q2 2026 | |
| 23 | Hillsdale Investment Management Inc. | 927K | $6.0M | ▲+4.3% Added · +39K sh | Q1 2026 | |
| 24 | Connor, Clark & Lunn Investment Management Ltd. | 920K | $7.9M | ▲+7.9% Added · +68K sh | Q2 2026 | |
| 25 | Renaissance Technologies LLC | 906K | $5.8M | ▼−8.9% Reduced · −89K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in AVAH and 29 added to an existing one, while 21 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 104 funds | $184.4B |
| Meta Platforms Inc-Class AMETA | 103 funds | $77.4B |
| Amazon.com IncAMZN | 102 funds | $135.7B |
| Nvidia CorpNVDA | 100 funds | $267.9B |
| Micron Technology IncMU | 99 funds | $27.7B |
| Alphabet Inc-CL AGOOGL | 98 funds | $104.1B |
| Apple IncAAPL | 97 funds | $201.3B |
| Eli Lilly & CoLLY | 97 funds | $53.0B |
| Broadcom IncAVGO | 96 funds | $111.0B |
| Costco Wholesale CorpCOST | 96 funds | $25.2B |
| JPMorgan Chase & CoJPM | 95 funds | $41.4B |
| Lam Research CorpLRCX | 95 funds | $25.4B |
Ranked by how many of AVAH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AVAH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 21, 2026 | Williams Robert M Jr | 10% Owner | Sell (S) | 2.3M | $25.9M |
| Aug 21, 2026 | J.H. Whitney Equity Partners VII, LLC | 10% Owner | Sell (S) | 2.3M | $25.9M |
| Aug 21, 2026 | Vigano Paul R | 10% Owner | Sell (S) | 2.3M | $25.9M |
| Aug 20, 2026 | Windley Rodney D | Director | Sell (S) | 180K | $2.1M |
| Aug 20, 2026 | Shaner Jeff | Chief Executive Officer | Sell (S) | 90K | $1.0M |
| Aug 20, 2026 | Reisz Edwin C. | Chief Administrative Officer | Sell (S) | 50K | $575K |
| Aug 20, 2026 | Williams Robert M Jr | 10% Owner | Sell (S) 5 lots, same day | 14.5M | $166.8M |
| Aug 20, 2026 | J.H. Whitney Equity Partners VII, LLC | 10% Owner | Sell (S) 3 lots, same day | 12.5M | $143.7M |
| Aug 20, 2026 | Vigano Paul R | 10% Owner | Sell (S) 5 lots, same day | 14.5M | $166.8M |
| Jun 30, 2026 | Williams Robert M Jr | 10% Owner | Sell (S) 3 lots, same day | 3.0M | $24.0M |
| Jun 30, 2026 | Vigano Paul R | 10% Owner | Sell (S) 3 lots, same day | 3.0M | $24.0M |
| Jun 30, 2026 | J.H. Whitney Equity Partners VII, LLC | 10% Owner | Sell (S) | 2.4M | $19.4M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 46 | 33 | – |
Insiders Form 4 open-market | 0 | 7 | -$774.1M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AVAH
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVAH/capital-change-brief"
Use Arkolith's capital_change_brief for AVAH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for AVAH. Filings are public domain, sourced to SEC EDGAR.