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CareMax, Inc.

CMAXDelisted Feb 10, 2025
Industry
Services-Nursing & Personal Care Facilities
SEC CIK
0001813914

CareMax, Inc. was delisted on Feb 10, 2025; its insiders filed their last Form 4 on Nov 21, 2023; 40 institutions reported holding it in 13F filings for Q2 2024, worth $5.47M in total; Maverick Capital was the only superinvestor holding it.

13F holders, Q3 2022

Institutional positions in CareMax, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
82
+2 vs. Q2 2022
Shares held
62.5M
−334.4K (−0.5%) vs. Q2 2022
Total value
$442.7M
+$214.7M (+94.2%) vs. Q2 2022
New holders
14
31 more added
Sold out
12
18 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CMAX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 82 institutions
Q1 2021: 0 institutionsQ2 2021: 47 institutionsQ3 2021: 53 institutionsQ4 2021: 54 institutionsQ1 2022: 51 institutionsQ2 2022: 80 institutionsQ3 2022: 82 institutionsQ4 2022: 87 institutionsQ1 2023: 86 institutionsQ2 2023: 72 institutionsQ3 2023: 71 institutionsQ4 2023: 59 institutionsQ1 2024: 42 institutionsQ2 2024: 40 institutionsQ3 2024: 21 institutionsQ4 2024: 4 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2022: $442.7M
Q1 2021: $0Q2 2021: $700.2MQ3 2021: $560.2MQ4 2021: $449.5MQ1 2022: $442.7MQ2 2022: $227.9MQ3 2022: $442.7MQ4 2022: $241.8MQ1 2023: $185.9MQ2 2023: $232.8MQ3 2023: $150.3MQ4 2023: $33.6MQ1 2024: $10.5MQ2 2024: $5.47MQ3 2024: $2.56MQ4 2024: $164Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding CMAX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20244$164
Q3 202421$2.56M
Q2 202440$5.47M
Q1 202442$10.5M
Q4 202359$33.6M
Q3 202371$150.3M
Q2 202372$232.8M
Q1 202386$185.9M
Q4 202287$241.8M
Q3 202282$442.7M
Q2 202280$227.9M
Q1 202251$442.7M
Q4 202154$449.5M
Q3 202153$560.2M
Q2 202147$700.2M
Q1 20210$0

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding CareMax, Inc.; share changes are against Q2 2022.

Institutions holding CMAX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ellevest, Inc.8$00.00%+8New
Global Retirement Partners, LLC127$1.00K0.00%00.0%Unchanged
Manchester Capital Management LLC157$1.00K0.00%+157New
Signaturefd, LLC309$2.00K0.00%+309New
Lindbrook Capital, LLC224$2.00K0.00%+224New
Royal Bank of Canada732$5.00K0.00%+396+117.9%Added
Advisor Group Holdings, Inc.1,610$11.0K0.00%+356+28.4%Added
Wolverine Asset Management LLC1,960$13.0K0.00%+1,960New
Citigroup Inc2,090$15.0K0.00%−2,933−58.4%Reduced
Allspring Global Investments Holdings, LLC2,876$20.0K0.00%+2,876New
Wells Fargo & Company3,256$23.0K0.00%−298−8.4%Reduced
HBK Sorce Advisory LLC25,000$26.0K0.00%+25,000New
Metropolitan Life Insurance Co4,043$28.7K0.00%00.0%Unchanged
Simplex Trading, LLC4,148$29.0K0.00%+3,845+1,269.0%Added
Ameritas Investment Partners, Inc.4,473$31.0K0.00%00.0%Unchanged
Whittier Trust Co5,000$35.0K0.00%00.0%Unchanged
Monolith Advisors5,000$35.0K0.04%00.0%Unchanged
Tower Research Capital LLC (TRC)5,150$36.0K0.00%+907+21.4%Added
UBS Group AG6,146$44.0K0.00%−2,556−29.4%Reduced
FNY Investment Advisers, LLC7,000$49.0K0.03%00.0%Unchanged
Ensign Peak Advisors, Inc7,040$50.0K0.00%+7,040New
Amalgamated Bank7,553$54.0K0.00%00.0%Unchanged
State of Wyoming10,055$71.0K0.04%+8,229+450.7%Added
Corton Capital Inc.10,388$74.0K0.09%+10,388New
Delphia (USA) Inc.10,581$75.0K0.09%+10,581New
Squarepoint Ops LLC11,509$82.0K0.00%+1,145+11.0%Added
Blue Square Asset Management, LLC12,360$88.0K0.06%00.0%Unchanged
Arizona State Retirement System13,058$93.0K0.00%+36+0.3%Added
Janney Montgomery Scott LLC13,589$96.0K0.00%+13,589New
Alliancebernstein L.P.14,700$104.0K0.00%+14,700New
Susquehanna International Group, LLP16,832$119.0K0.00%−106,698−86.4%Reduced
Legal & General Group Plc17,766$126.0K0.00%+731+4.3%Added
M&T Bank Corp19,930$141.0K0.00%−524−2.6%Reduced
Manufacturers Life Insurance Company, The23,585$167.2K0.00%−923−3.8%Reduced
Deutsche Bank AG24,213$172.0K0.00%−3,983−14.1%Reduced
Voya Investment Management LLC24,328$172.5K0.00%+1,825+8.1%Added
Invesco Ltd.24,668$176.0K0.00%−54−0.2%Reduced
Price T Rowe Associates Inc26,080$185.0K0.00%+3,588+16.0%Added
Avantax Advisory Services, Inc.26,317$187.0K0.00%00.0%Unchanged
American International Group, Inc.28,312$201.0K0.00%+399+1.4%Added
Sio Capital Management, LLC30,741$218.0K0.09%00.0%Unchanged
Credit Suisse AG31,527$223.0K0.00%+309+1.0%Added
Barclays PLC33,979$241.0K0.00%+20,532+152.7%Added
MetLife Investment Management34,836$247.0K0.00%00.0%Unchanged
LPL Financial LLC35,290$250.0K0.00%+2,788+8.6%Added
CastleKnight Management LP40,900$290.0K0.09%+40,900New
Shell Asset Management Co42,144$299.0K0.01%+17,945+74.2%Added
New York State Common Retirement Fund42,500$301.0K0.00%+500+1.2%Added
Mirae Asset Global Investments Co., Ltd.42,742$303.0K0.00%+3,165+8.0%Added
California State Teachers Retirement System64,885$460.0K0.00%−2,078−3.1%Reduced
Jefferies Group LLC65,482$464.3K0.01%+65,482New
Goldman Sachs Group Inc82,194$583.0K0.00%+31,410+61.9%Added
Rhumbline Advisers86,467$613.0K0.00%+4,843+5.9%Added
Verition Fund Management LLC96,518$684.0K0.01%−72,564−42.9%Reduced
Swiss National Bank113,200$803.0K0.00%00.0%Unchanged
Bank of America Corp139,628$990.0K0.00%−104,426−42.8%Reduced
Citadel Advisors LLC158,066$1.12M0.00%−390,660−71.2%Reduced
Charles Schwab Investment Management Inc161,965$1.15M0.00%+274+0.2%Added
Bank of New York Mellon Corp189,056$1.34M0.00%+22,347+13.4%Added
Nuveen Asset Management, LLC216,246$1.53M0.00%−6,499−2.9%Reduced
Clearline Capital LP420,918$2.98M0.42%00.0%Unchanged
Antipodean Advisors LLC425,000$3.01M7.71%00.0%Unchanged
Morgan Stanley426,357$3.02M0.00%+292,995+219.7%Added
Northern Trust Corp558,848$3.96M0.00%+1910.0%Added
Eagle Health Investments LP714,755$5.07M1.16%00.0%Unchanged
Wellington Management Group LLP748,190$5.30M0.00%−19,892−2.6%Reduced
Avidity Partners Management LP755,329$5.36M0.12%00.0%Unchanged
Hongkou Capital LP904,971$6.42M15.72%00.0%Unchanged
State Street Corp1,111,803$7.88M0.00%+147,473+15.3%Added
Geode Capital Management, LLC1,171,488$8.30M0.00%+16,875+1.5%Added
Alua Capital Management LP1,381,767$9.80M0.80%−109,126−7.3%Reduced
Clearbridge Investments, LLC1,623,927$11.5M0.01%+41,028+2.6%Added
FMR LLC1,737,523$12.3M0.00%−99,346−5.4%Reduced
JPMorgan Chase & Co2,318,541$16.4M0.00%+17,892+0.8%Added
Millennium Management LLC3,033,529$21.5M0.03%+519,818+20.7%Added
Vanguard Group Inc3,196,533$22.7M0.00%+118,909+3.9%Added
Perceptive Advisors LLC3,394,939$24.1M0.70%+394,939+13.2%Added
BlackRock Inc.4,181,003$29.6M0.00%+90,293+2.2%Added
Maverick Capital LtdSuperinvestorMaverick Capital4,316,684$30.6M0.69%00.0%Unchanged
Athyrium Capital Management, LP4,467,219$31.7M11.86%−20,000−0.4%Reduced
Eminence Capital, LP7,575,280$53.7M1.15%−1,074,589−12.4%Reduced
Deerfield Management Company, L.P. (Series C)15,861,090$112.5M2.25%00.0%Unchanged
Shay Capital LLC0$00.00%−108,000−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−41,718−100.0%Sold out
XTX Topco Ltd0$00.00%−29,503−100.0%Sold out
SG Americas Securities, LLC0$00.00%−22,081−100.0%Sold out
PDT Partners, LLC0$00.00%−21,309−100.0%Sold out
STRS Ohio0$00.00%−13,900−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,100−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−11,589−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,835−100.0%Sold out
Penserra Capital Management LLC0$00.00%−3,717−100.0%Sold out
Private Trust Co NA0$00.00%−800−100.0%Sold out
Quantbot Technologies LP0$00.00%−878−100.0%Sold out