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, Q1 2023
Institutional positions in CareMax, Inc. as of Mar 31, 2023. 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
- 86
- −1 vs. Q4 2022
- Shares held
- 69.6M
- +3.33M (+5.0%) vs. Q4 2022
- Total value
- $185.9M
- −$55.9M (−23.1%) vs. Q4 2022
- New holders
- 12
- 41 more added
- Sold out
- 13
- 17 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding CareMax, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 40 | $0 | 0.00% | +40 | New |
| Global Retirement Partners, LLC | 127 | $319 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 186 | $497 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 194 | $518 | 0.00% | +194 | New |
| Manchester Capital Management LLC | 253 | $676 | 0.00% | +141+125.9% | Added |
| Private Trust Co NA | 531 | $1.42K | 0.00% | −166−23.8% | Reduced |
| Lindbrook Capital, LLC | 753 | $2.01K | 0.00% | +360+91.6% | Added |
| FMR LLC | 1,183 | $3.16K | 0.00% | −209−15.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,480 | $3.95K | 0.00% | +51+3.6% | Added |
| Citigroup Inc | 1,672 | $4.46K | 0.00% | +79+5.0% | Added |
| Metropolitan Life Insurance Co | 1,785 | $4.77K | 0.00% | −2,239−55.6% | Reduced |
| Wolverine Asset Management LLC | 1,815 | $4.85K | 0.00% | +1,815 | New |
| Signaturefd, LLC | 3,608 | $9.63K | 0.00% | +2,003+124.8% | Added |
| Royal Bank of Canada | 4,074 | $11.0K | 0.00% | −4,404−51.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,473 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,559 | $12.0K | 0.00% | +2,040+81.0% | Added |
| Allspring Global Investments Holdings, LLC | 4,935 | $13.2K | 0.00% | +2,121+75.4% | Added |
| Whittier Trust Co | 5,000 | $13.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,102 | $16.0K | 0.00% | −1,451−19.2% | Reduced |
| Legal & General Group Plc | 8,197 | $21.9K | 0.00% | −9,569−53.9% | Reduced |
| SG Americas Securities, LLC | 10,534 | $28.0K | 0.00% | +10,534 | New |
| Tudor Investment Corp Et Al | 12,406 | $33.0K | 0.00% | +12,406 | New |
| Wells Fargo & Company | 13,050 | $34.8K | 0.00% | +10,064+337.0% | Added |
| Cubist Systematic Strategies, LLC | 14,686 | $39.2K | 0.00% | +14,686 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,378 | $43.7K | 0.00% | +16,378 | New |
| Arizona State Retirement System | 19,279 | $51.5K | 0.00% | +5,716+42.1% | Added |
| M&T Bank Corp | 19,703 | $52.6K | 0.00% | −815−4.0% | Reduced |
| MML Investors Services, LLC | 20,000 | $53.0K | 0.00% | +20,000 | New |
| UBS Group AG | 21,910 | $58.5K | 0.00% | −9,795−30.9% | Reduced |
| Janus Henderson Group PLC | 22,219 | $59.2K | 0.00% | +10,810+94.7% | Added |
| New York State Common Retirement Fund | 23,309 | $62.2K | 0.00% | −19,200−45.2% | Reduced |
| Manufacturers Life Insurance Company, The | 24,054 | $64.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 24,328 | $65.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 25,329 | $68.0K | 0.00% | +15,296+152.5% | Added |
| Alliancebernstein L.P. | 25,500 | $68.1K | 0.00% | +2,800+12.3% | Added |
| Avantax Advisory Services, Inc. | 26,317 | $70.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 27,002 | $72.1K | 0.00% | −15,740−36.8% | Reduced |
| HRT Financial LP | 27,921 | $74.0K | 0.00% | +27,921 | New |
| American International Group, Inc. | 28,212 | $75.3K | 0.00% | +561+2.0% | Added |
| Sio Capital Management, LLC | 30,741 | $82.1K | 0.04% | −12,808−29.4% | Reduced |
| LPL Financial LLC | 32,449 | $86.6K | 0.00% | +1,090+3.5% | Added |
| Susquehanna International Group, LLP | 33,358 | $89.1K | 0.00% | +9,220+38.2% | Added |
| Shell Asset Management Co | 34,907 | $93.0K | 0.00% | −122−0.3% | Reduced |
| MetLife Investment Management | 34,836 | $93.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 43,108 | $115.1K | 0.04% | +16,059+59.4% | Added |
| Credit Suisse AG | 46,482 | $124.1K | 0.00% | +14,506+45.4% | Added |
| Deutsche Bank AG | 49,337 | $131.7K | 0.00% | +16,233+49.0% | Added |
| Graham Capital Management, L.P. | 49,552 | $132.3K | 0.00% | +49,552 | New |
| Squarepoint Ops LLC | 49,657 | $132.6K | 0.00% | +49,657 | New |
| Barclays PLC | 50,081 | $133.7K | 0.00% | +14,132+39.3% | Added |
| Price T Rowe Associates Inc | 68,662 | $184.0K | 0.00% | +31,000+82.3% | Added |
| Josh Arnold Investment Consultant, LLC | 71,310 | $190.0K | 0.23% | +5,700+8.7% | Added |
| California State Teachers Retirement System | 80,078 | $213.8K | 0.00% | +15,004+23.1% | Added |
| Rhumbline Advisers | 89,921 | $240.0K | 0.00% | +4,110+4.8% | Added |
| Invesco Ltd. | 91,652 | $244.7K | 0.00% | +44,313+93.6% | Added |
| Verition Fund Management LLC | 110,615 | $295.3K | 0.00% | +2,252+2.1% | Added |
| CastleKnight Management LP | 127,900 | $341.5K | 0.09% | +77,733+154.9% | Added |
| Swiss National Bank | 143,600 | $383.4K | 0.00% | +30,400+26.9% | Added |
| Charles Schwab Investment Management Inc | 163,486 | $436.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 174,526 | $466.0K | 0.00% | +10,002+6.1% | Added |
| Bank of New York Mellon Corp | 182,364 | $486.9K | 0.00% | −7,334−3.9% | Reduced |
| Goldman Sachs Group Inc | 192,890 | $515.0K | 0.00% | +122,424+173.7% | Added |
| Nuveen Asset Management, LLC | 227,432 | $607.0K | 0.00% | −10,841−4.5% | Reduced |
| SVB Financial Group | 300,000 | $801.0K | 1.53% | 00.0% | Unchanged |
| Norges Bank | 329,200 | $879.0K | 0.00% | −253,300−43.5% | Reduced |
| Clearline Capital LP | 420,918 | $1.12M | 0.17% | 00.0% | Unchanged |
| Antipodean Advisors LLC | 425,000 | $1.13M | 7.02% | 00.0% | Unchanged |
| Northern Trust Corp | 627,856 | $1.68M | 0.00% | +17,660+2.9% | Added |
| Eagle Health Investments LP | 714,755 | $1.91M | 0.37% | 00.0% | Unchanged |
| Avidity Partners Management LP | 755,329 | $2.02M | 0.07% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 920,100 | $2.46M | 0.01% | +920,100 | New |
| State Street Corp | 1,153,584 | $3.08M | 0.00% | +23,730+2.1% | Added |
| Hongkou Capital LP | 1,161,881 | $3.10M | 10.17% | +170,500+17.2% | Added |
| Coronation Fund Managers Ltd. | 1,194,672 | $3.19M | 0.08% | +363,198+43.7% | Added |
| Geode Capital Management, LLC | 1,340,990 | $3.58M | 0.00% | +138,051+11.5% | Added |
| Alua Capital Management LP | 1,381,767 | $3.69M | 0.31% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,616,572 | $4.32M | 0.00% | +11,123+0.7% | Added |
| Clearbridge Investments, LLC | 1,627,115 | $4.34M | 0.00% | +5,447+0.3% | Added |
| Millennium Management LLC | 2,211,614 | $5.91M | 0.01% | +248,904+12.7% | Added |
| Perceptive Advisors LLC | 3,576,040 | $9.55M | 0.28% | +446,845+14.3% | Added |
| BlackRock Inc. | 3,966,264 | $10.6M | 0.00% | −145,347−3.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,238,266 | $11.3M | 0.29% | −78,418−1.8% | Reduced |
| Vanguard Group Inc | 4,300,569 | $11.5M | 0.00% | +159,105+3.8% | Added |
| Morgan Stanley | 8,165,896 | $21.8M | 0.00% | +6,014,208+279.5% | Added |
| Eminence Capital, LP | 10,702,996 | $28.6M | 0.48% | +240,685+2.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 15,861,090 | $42.3M | 0.94% | 00.0% | Unchanged |
| Athyrium Capital Management, LP | 0 | $0 | 0.00% | −4,467,219−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −745,055−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −46,106−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −37,088−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −33,372−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,041−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,962−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,493−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |