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, Q4 2022
Institutional positions in CareMax, Inc. as of Dec 31, 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
- 87
- +7 vs. Q3 2022
- Shares held
- 66.3M
- +3.91M (+6.3%) vs. Q3 2022
- Total value
- $241.8M
- −$200.3M (−45.3%) vs. Q3 2022
- New holders
- 13
- 34 more added
- Sold out
- 6
- 21 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 4 | $164 |
| Q3 2024 | 21 | $2.56M |
| Q2 2024 | 40 | $5.47M |
| Q1 2024 | 42 | $10.5M |
| Q4 2023 | 59 | $33.6M |
| Q3 2023 | 71 | $150.3M |
| Q2 2023 | 72 | $232.8M |
| Q1 2023 | 86 | $185.9M |
| Q4 2022 | 87 | $241.8M |
| Q3 2022 | 82 | $442.7M |
| Q2 2022 | 80 | $227.9M |
| Q1 2022 | 51 | $442.7M |
| Q4 2021 | 54 | $449.5M |
| Q3 2021 | 53 | $560.2M |
| Q2 2021 | 47 | $700.2M |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding CareMax, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellevest, Inc. | 18 | $66 | 0.00% | +10+125.0% | Added |
| Manchester Capital Management LLC | 112 | $409 | 0.00% | −45−28.7% | Reduced |
| Global Retirement Partners, LLC | 127 | $464 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 186 | $679 | 0.00% | +186 | New |
| Parallel Advisors, LLC | 326 | $1.19K | 0.00% | +326 | New |
| Lindbrook Capital, LLC | 393 | $1.43K | 0.00% | +169+75.4% | Added |
| Private Trust Co NA | 697 | $3.00K | 0.00% | +697 | New |
| Advisor Group Holdings, Inc. | 1,429 | $5.00K | 0.00% | −181−11.2% | Reduced |
| FMR LLC | 1,392 | $5.08K | 0.00% | −1,736,131−99.9% | Reduced |
| Citigroup Inc | 1,593 | $5.81K | 0.00% | −497−23.8% | Reduced |
| Signaturefd, LLC | 1,605 | $5.86K | 0.00% | +1,296+419.4% | Added |
| Tower Research Capital LLC (TRC) | 2,519 | $9.00K | 0.00% | −2,631−51.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,814 | $10.3K | 0.00% | −62−2.2% | Reduced |
| Wells Fargo & Company | 2,986 | $10.9K | 0.00% | −270−8.3% | Reduced |
| Metropolitan Life Insurance Co | 4,024 | $14.7K | 0.00% | −19−0.5% | Reduced |
| Quantbot Technologies LP | 4,493 | $16.4K | 0.00% | +4,493 | New |
| Whittier Trust Co | 5,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,473 | $19.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 7,000 | $25.0K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 7,553 | $28.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,478 | $31.0K | 0.00% | +7,746+1,058.2% | Added |
| Janney Montgomery Scott LLC | 10,033 | $37.0K | 0.00% | −3,556−26.2% | Reduced |
| Janus Henderson Group PLC | 11,409 | $41.7K | 0.00% | +11,409 | New |
| Arizona State Retirement System | 13,563 | $49.5K | 0.00% | +505+3.9% | Added |
| HBK Sorce Advisory LLC | 50,000 | $53.0K | 0.00% | +25,000+100.0% | Added |
| Legal & General Group Plc | 17,766 | $64.8K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 18,962 | $69.0K | 0.01% | +18,962 | New |
| M&T Bank Corp | 20,518 | $75.2K | 0.00% | +588+3.0% | Added |
| Simplex Trading, LLC | 21,041 | $76.0K | 0.00% | +16,893+407.3% | Added |
| Alliancebernstein L.P. | 22,700 | $82.9K | 0.00% | +8,000+54.4% | Added |
| Manufacturers Life Insurance Company, The | 24,054 | $87.8K | 0.00% | +469+2.0% | Added |
| Susquehanna International Group, LLP | 24,138 | $88.1K | 0.00% | +7,306+43.4% | Added |
| Voya Investment Management LLC | 24,328 | $88.8K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 26,317 | $96.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 27,049 | $98.7K | 0.03% | +16,994+169.0% | Added |
| American International Group, Inc. | 27,651 | $100.9K | 0.00% | −661−2.3% | Reduced |
| LPL Financial LLC | 31,359 | $114.5K | 0.00% | −3,931−11.1% | Reduced |
| UBS Group AG | 31,705 | $115.7K | 0.00% | +25,559+415.9% | Added |
| Credit Suisse AG | 31,976 | $116.7K | 0.00% | +449+1.4% | Added |
| Sio Capital Management, LLC | 43,549 | $118.9K | 0.06% | +12,808+41.7% | Added |
| Deutsche Bank AG | 33,104 | $120.8K | 0.00% | +8,891+36.7% | Added |
| Jump Financial, LLC | 33,372 | $121.8K | 0.01% | +33,372 | New |
| MetLife Investment Management | 34,836 | $127.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 35,029 | $128.0K | 0.01% | −7,115−16.9% | Reduced |
| Barclays PLC | 35,949 | $131.2K | 0.00% | +1,970+5.8% | Added |
| AQR Capital Management LLC | 37,088 | $135.4K | 0.00% | +37,088 | New |
| Price T Rowe Associates Inc | 37,662 | $137.0K | 0.00% | +11,582+44.4% | Added |
| New York State Common Retirement Fund | 42,509 | $155.2K | 0.00% | +90.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,742 | $156.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 46,106 | $168.3K | 0.00% | −111,960−70.8% | Reduced |
| Invesco Ltd. | 47,339 | $172.8K | 0.00% | +22,671+91.9% | Added |
| CastleKnight Management LP | 50,167 | $183.1K | 0.05% | +9,267+22.7% | Added |
| California State Teachers Retirement System | 65,074 | $237.5K | 0.00% | +189+0.3% | Added |
| Josh Arnold Investment Consultant, LLC | 65,610 | $239.0K | 0.35% | +65,610 | New |
| Goldman Sachs Group Inc | 70,466 | $257.2K | 0.00% | −11,728−14.3% | Reduced |
| Rhumbline Advisers | 85,811 | $313.0K | 0.00% | −656−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 100,000 | $365.0K | 0.00% | +100,000 | New |
| Verition Fund Management LLC | 108,363 | $395.5K | 0.01% | +11,845+12.3% | Added |
| Swiss National Bank | 113,200 | $413.2K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 163,486 | $596.7K | 0.00% | +1,521+0.9% | Added |
| Bank of America Corp | 164,524 | $600.5K | 0.00% | +24,896+17.8% | Added |
| Bank of New York Mellon Corp | 189,698 | $692.4K | 0.00% | +642+0.3% | Added |
| Nuveen Asset Management, LLC | 238,273 | $870.0K | 0.00% | +22,027+10.2% | Added |
| SVB Financial Group | 300,000 | $1.09M | 2.99% | +300,000 | New |
| Clearline Capital LP | 420,918 | $1.54M | 0.27% | 00.0% | Unchanged |
| Antipodean Advisors LLC | 425,000 | $1.55M | 5.18% | 00.0% | Unchanged |
| Norges Bank | 582,500 | $2.13M | 0.00% | +582,500 | New |
| Northern Trust Corp | 610,196 | $2.23M | 0.00% | +51,348+9.2% | Added |
| Eagle Health Investments LP | 714,755 | $2.61M | 0.60% | 00.0% | Unchanged |
| Wellington Management Group LLP | 745,055 | $2.72M | 0.00% | −3,135−0.4% | Reduced |
| Avidity Partners Management LP | 755,329 | $2.76M | 0.06% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 831,474 | $3.03M | 0.08% | +831,474 | New |
| Hongkou Capital LP | 991,381 | $3.62M | 12.49% | +86,410+9.5% | Added |
| State Street Corp | 1,129,854 | $4.12M | 0.00% | +18,051+1.6% | Added |
| Geode Capital Management, LLC | 1,202,939 | $4.39M | 0.00% | +31,451+2.7% | Added |
| Alua Capital Management LP | 1,381,767 | $5.04M | 0.44% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,605,449 | $5.86M | 0.00% | −713,092−30.8% | Reduced |
| Clearbridge Investments, LLC | 1,621,668 | $5.92M | 0.01% | −2,259−0.1% | Reduced |
| Millennium Management LLC | 1,962,710 | $7.16M | 0.01% | −1,070,819−35.3% | Reduced |
| Morgan Stanley | 2,151,688 | $7.85M | 0.00% | +1,725,331+404.7% | Added |
| Perceptive Advisors LLC | 3,129,195 | $11.4M | 0.33% | −265,744−7.8% | Reduced |
| BlackRock Inc. | 4,111,611 | $15.0M | 0.00% | −69,392−1.7% | Reduced |
| Vanguard Group Inc | 4,141,464 | $15.1M | 0.00% | +944,931+29.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,316,684 | $15.8M | 0.38% | 00.0% | Unchanged |
| Athyrium Capital Management, LP | 4,467,219 | $16.3M | 6.85% | 00.0% | Unchanged |
| Eminence Capital, LP | 10,462,311 | $38.2M | 0.71% | +2,887,031+38.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 15,861,090 | $57.9M | 1.20% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 0 | $0 | 0.00% | −12,360−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,509−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,388−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −7,040−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Monolith Advisors | – | – | – | – | Not filed |