CMAX — CAREMAX INC
CMAX (CAREMAX INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 31 funds have reported positions historically, with the sum of their latest reported stakes valued at $16.40M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q4 2023 | 10.66M | $5.31M | 0.00% | Add |
| Wellington Management Group history | Q4 2022 | 745.05K | $2.72M | 0.00% | Hold |
| Maverick Capital history | Q4 2023 | 5.07M | $2.53M | 0.05% | Hold |
| Vanguard Group history | Q4 2023 | 4.37M | $2.17M | 0.00% | Hold |
| Geode Capital Management history | Q4 2023 | 1.56M | $778.81K | 0.00% | Add |
| Norges Bank Investment Management history | Q4 2023 | 829.10K | $413.06K | 0.00% | Add |
| PNC Financial Services history | Q4 2022 | 100.00K | $365.00K | 0.00% | New |
| Northern Trust Corp history | Q4 2023 | 695.24K | $346.37K | 0.00% | Add |
| Balyasny Asset Management history | Q1 2022 | 44.62K | $333.00K | 0.00% | New |
| Deutsche Bank AG history | Q4 2023 | 663.24K | $331.62K | 0.00% | Add |
| Millennium Management history | Q4 2023 | 380.52K | $189.57K | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2022 | 41.72K | $151.00K | 0.00% | New |
| AQR Capital Management history | Q4 2022 | 37.09K | $135.37K | 0.00% | New |
| BNY Mellon history | Q4 2023 | 228.20K | $113.69K | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q4 2023 | 171.78K | $85.58K | 0.00% | Reduce |
| Bank of America Corp history | Q4 2023 | 162.82K | $81.08K | 0.00% | Reduce |
| Janus Henderson Group history | Q1 2023 | 22.22K | $59.22K | 0.00% | Add |
| Goldman Sachs Group history | Q4 2023 | 97.70K | $48.68K | 0.00% | Add |
| Invesco Ltd history | Q4 2023 | 96.86K | $48.26K | 0.00% | Add |
| Citadel Advisors history | Q4 2023 | 90.81K | $45.24K | 0.00% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 6.74K | 8.71K | 14.11K | 133.36K | 426.36K | 2.15M | 8.17M | 10.58M | 10.58M | 10.66M |
| Maverick Capital | 4.32M | 4.32M | 4.32M | 4.32M | 4.32M | 4.32M | 4.24M | 4.24M | 5.07M | 5.07M |
| Vanguard Group | 1.42M | 1.49M | 2.92M | 3.08M | 3.20M | 4.14M | 4.30M | 4.36M | 4.35M | 4.37M |
| Geode Capital Management | 554.56K | 575.61K | 604.33K | 1.15M | 1.17M | 1.20M | 1.34M | 1.54M | 1.55M | 1.56M |
| Norges Bank Investment Management | — | — | — | — | — | 582.50K | — | — | — | 829.10K |
| Northern Trust Corp | 108.20K | 143.09K | 149.12K | 558.66K | 558.85K | 610.20K | 627.86K | 646.54K | 631.13K | 695.24K |
| Deutsche Bank AG | — | — | — | 28.20K | 24.21K | 33.10K | 49.34K | 3.72M | 47.93K | 663.24K |
| Millennium Management | 1.52M | 1.63M | 2.44M | 2.51M | 3.26M | 2.03M | 2.21M | 1.58M | 914.33K | 380.52K |
| BNY Mellon | 24.20K | 24.20K | 27.80K | 166.71K | 189.06K | 189.70K | 182.36K | 222.92K | 230.58K | 228.20K |
| Charles Schwab Investment Management | 24.23K | 24.23K | 30.66K | 161.69K | 161.97K | 163.49K | 163.49K | 202.44K | 202.44K | 171.78K |
| Bank of America Corp | 136.72K | 193.85K | 117.96K | 244.05K | 139.63K | 164.52K | 174.53K | 184.62K | 369.39K | 162.82K |
| Goldman Sachs Group | — | — | 28.76K | 50.78K | 82.19K | 70.47K | 192.89K | 170.26K | 91.12K | 97.70K |
| Invesco Ltd | — | — | — | 24.72K | 24.67K | 47.34K | 91.65K | 88.64K | 89.17K | 96.86K |
| Citadel Advisors | 88.86K | 144.58K | 123.27K | 548.73K | 168.47K | 71.51K | — | — | 63.64K | 90.81K |
| UBS Group AG | — | 453 | — | 8.70K | 6.15K | 31.70K | 21.91K | 56.95K | 40.16K | 78.34K |
| JPMorgan Chase & Co | — | 392.92K | 2.13M | 2.30M | 2.32M | 1.61M | 1.57M | 1.63M | 1.63M | 51.09K |
| Wells Fargo & Co | 512 | 778 | 3.36K | 3.55K | 3.26K | 2.99K | 13.05K | 31.12K | 21.26K | 23.09K |
| Manulife Financial | — | — | — | 24.51K | 23.59K | 24.05K | 24.05K | 32.54K | 32.54K | 18.90K |
| Citigroup Inc | 6.51K | — | 13.17K | 5.02K | 2.09K | 1.59K | 1.67K | 22.41K | 19.86K | 12.35K |
| Prudential Financial | — | — | — | — | — | — | — | — | 11.10K | 11.10K |