AVITA MEDICAL INC RCEL
COM · Common Stock · CUSIP 05380C102
Australian public company
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersValencia, CA
- Founded1993
- Websiteavitamedical.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($28.2k this quarter). Holder counts are more reliable. Shares outstanding: 30.9m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.13. Options: 2 managers hold calls ($108.6k notional), 2 hold puts ($130.5k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 49 |
| Q4 2022 | 53 |
| Q1 2023 | 73 |
| Q2 2023 | 81 |
| Q3 2023 | 82 |
| Q4 2023 | 85 |
| Q1 2024 | 83 |
| Q2 2024 | 69 |
| Q3 2024 | 68 |
| Q4 2024 | 74 |
| Q1 2025 | 75 |
| Q2 2025 | 81 |
| Q3 2025 | 76 |
| Q4 2025 | 67 |
| Q1 2026 | 80 |
| Q2 2026 | 73 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 34 | 28 |
| Q4 2024 | 38 | 22 |
| Q1 2025 | 37 | 29 |
| Q2 2025 | 42 | 36 |
| Q3 2025 | 29 | 55 |
| Q4 2025 | 22 | 46 |
| Q1 2026 | 52 | 24 |
| Q2 2026 | 45 | 46 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.1m | $399.6k | 0.35 |
| Q4 2025 | $464.0k | $74.2k | 0.16 |
| Q1 2026 | $154.6m | $0 | 0.00 |
| Q2 2026 | $108.6k | $130.5k | 1.20 |
Biggest buyers
| MARSHALL WACE, LLP | Added | +285.8k |
| AQR CAPITAL MANAGEMENT LLC | Added | +226.7k |
| MACQUARIE GROUP LTD | Added | +132.3k |
| Quantinno Capital Management LP | Added | +82.8k |
| Qube Research & Technologies Ltd | New | +63.8k |
| NewEdge Advisors, LLC | Added | +62.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +60.7k |
| XTX Topco Ltd | New | +57.2k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +50.8k |
| MORGAN STANLEY | Added | +42.8k |
Biggest sellers
| ORBIMED ADVISORS LLC | Sold out | -40.5m |
| BlackRock, Inc. | Reduced | -568.2k |
| ORBIMED ADVISORS LLC | Sold out | -544.9k |
| STATE STREET CORP | Reduced | -300.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -203.2k |
| NORTHERN TRUST CORP | Reduced | -114.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold out | -82.3k |
| STRS OHIO | Sold out | -47.7k |
| Nuveen, LLC | Sold out | -42.4k |
| DEUTSCHE BANK AG\ | Sold out | -31.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $92.5k22.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $16.1k3.9k shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $65.3k15.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $65.3k15.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: VANGUARD GROUP INC (4.7%, 2026-01-30)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 2 | $18.5k | 0 | — | — |
| Q1 2025 | 2 | $212.3k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 2 | $113.7k | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $21.1k | 0 | — | — |
| Q2 2026 | 2 | $213.5k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-12 | O'Toole David D CFO | Bought | $7.9k2.0k shares |
| 2026-06-09 | Woody Joseph Fralin Director | Bought | $41.9k10.0k shares |
| 2026-06-09 | Woody Joseph Fralin Director | Bought | $20.8k5.2k shares |
| 2026-06-03 | Woody Joseph Fralin Director | Bought | $41.0k10.0k shares |
| 2026-06-02 | Woody Joseph Fralin Director | Bought | $42.0k10.0k shares |
| 2026-06-01 | Woody Joseph Fralin Director | Bought | $43.0k10.0k shares |
| 2026-05-20 | O'Toole David D CFO | Bought | $8.5k2.0k shares |
| 2026-05-19 | O'Toole David D CFO | Bought | $8.5k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.3m $5.5m | Reduced -1.2k |
| BlackRock, Inc. 0.00% of their portfolio | 565.0k $2.3m | Reduced -568.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 339.8k $1.4m | Reduced -203.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 338.4k $1.4m | Added +285.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 321.0k $1.3m | Added +226.7k |
| MORGAN STANLEY 0.00% of their portfolio | 200.5k $827.9k | Added +42.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 182.4k $753.3k | Reduced -11.0k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 148.9k $615.1k | Added +62.0k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 144.2k $595.4k | Added +132.3k |
| STATE STREET CORP 0.00% of their portfolio | 129.0k $532.7k | Reduced -300.0k |
| Quantinno Capital Management LP 0.00% of their portfolio | 105.2k $434.7k | Added +82.8k |
| Divisadero Street Capital Management, LP 0.01% of their portfolio | 100.0k $413.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 84.0k $347.1k | Added +21.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 76.7k $316.9k | Reduced -23.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 69.0k $284.9k | Reduced -114.2k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 63.8k $263.4k | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 60.7k $250.9k | New |
| XTX Topco Ltd 0.00% of their portfolio | 57.2k $236.1k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 54.0k $222.8k | Added +50.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 51.7k $213.4k | Reduced -10.5k |
| FMR LLC 0.00% of their portfolio | 32.5k $134.3k | Added +3.9k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 32.4k $133.8k | New |
| THOMPSON DAVIS & CO., INC. 0.08% of their portfolio | 31.1k $128.4k | Reduced -8.0k |
| Jain Global LLC 0.00% of their portfolio | 30.8k $127.1k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 29.0k $119.8k | Added +259 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 28.1k $115.9k | Added +9.6k |
| IHT Wealth Management, LLC 0.00% of their portfolio | 24.6k $101.6k | Reduced -500 |
| Virtu Financial LLC 0.00% of their portfolio | 24.5k $101.0k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 23.0k $95.0k | New |
| R Squared Ltd 0.05% of their portfolio | 22.9k $94.5k | Added +7.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 21.2k $87.7k | Reduced -4.4k |
| Mariner, LLC 0.00% of their portfolio | 19.6k $81.1k | New |
| Abel Hall, LLC 0.01% of their portfolio | 15.8k $65.2k | Reduced -1.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 15.7k $64.7k | Reduced -30.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 15.4k $63.7k | New |
| GABELLI FUNDS LLC 0.00% of their portfolio | 15.0k $62.0k | Unchanged |
| nVerses Capital, LLC 0.09% of their portfolio | 13.7k $56.4k | New |
| Cerity Partners LLC 0.00% of their portfolio | 12.9k $53.1k | New |
| China Universal Asset Management Co., Ltd. 0.00% of their portfolio | 12.5k $51.6k | Added +2.5k |
| Quadrature Capital Ltd 0.00% of their portfolio | 11.8k $48.9k | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 11.6k $48.1k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 10.2k $42.0k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 9.7k $40.2k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 7.2k $29.5k | Added +7.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 7.1k $29.0k | Added +7.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 6.6k $27.3k | Reduced -20.0k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 4.3k $17.1k | Added +3.0k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.3k $9.4k | Reduced -1.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.2k $9.5k | Reduced -3.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.2k $9.0k | Reduced -5.1k |
| Optiver Holding B.V. 0.00% of their portfolio | 1.4k $5.9k | Added +556 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.2k $5.2k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 834 $3.4k | Reduced -31 |
| BARCLAYS PLC 0.00% of their portfolio | 755 $3.1k | Reduced -1.9k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 717 $3.0k | Added +433 |
| Capital Analysts, LLC 0.00% of their portfolio | 652 $3.0k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 630 $2.6k | New |
| Allworth Financial LP 0.00% of their portfolio | 501 $2.1k | Added +395 |
| Essential Partners LLC 0.00% of their portfolio | 433 $1.8k | Reduced -212 |
| IFP Advisors, Inc 0.00% of their portfolio | 409 $1.7k | Added +377 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 295 $1.2k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 190 $785 | Reduced -982 |
| True Wealth Design, LLC 0.00% of their portfolio | 147 $608 | Added +138 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 119 $491 | Added +108 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 93 $384 | Unchanged |
| Fortitude Family Office, LLC 0.00% of their portfolio | 69 $285 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 62 $260 | Added +52 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 47 $194 | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 40 $165 | Unchanged |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 34 $141 | Added +32 |
| Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio | 24 $99 | New |
| JPL Wealth Management, LLC 0.00% of their portfolio | 6 $25 | Added +1 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 3 $13 | New |