InvestorLens

MOH — MOLINA HEALTHCARE INC

Public company

Sign in to save7 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying MOH?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
69
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their MOH position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ray Dalio)
  • +7 tracked investors reported holding MOH at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About MOLINA HEALTHCARE INC (MOH)

MOLINA HEALTHCARE INC (MOH) appears in the most recent 13F filings of 7 tracked institutional investors. The largest disclosed position is held by Seth Klarman (Baupost Group), valued at $145M. Across recent filings, tracked investors recorded 8 new positions, 9 increased, 8 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in MOH

59
/100
Mixed Activity
Added / Increased17
Reduced8
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track MOH

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

MOH Ownership Composition

How MOLINA HEALTHCARE INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Value & Distressed
52% of tracked value
Institutions
7
tracked investors
Total Reported
$327M
combined 13F value
Types3
  • Value & Distressed51.6%
  • Multi-Strategy / Quant38.7%
  • Macro9.7%
Value & Distressed(2)
51.6%
Multi-Strategy / Quant(3)
38.7%
Macro(2)
9.7%

Tracked investors currently reporting MOH

1 tracked investor has since exited this position — listed separately below.

  • Seth KlarmanJun 30, 2026
    Baupost Group
    Shares
    633.6K
    Value
    $144.9M
    % Portfolio
    2.68%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    146.6K
    Value
    $33.5M
    % Portfolio
    0.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    273.3K
    Value
    $62.5M
    % Portfolio
    0.01%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    132.7K
    Value
    $30.3M
    % Portfolio
    0.03%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    130.6K
    Value
    $29.9M
    % Portfolio
    0.04%
  • Michael BurrySep 30, 2025
    Scion Asset Management
    Shares
    125K
    Value
    $23.9M
    % Portfolio
    1.73%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    8.3K
    Value
    $1.9M
    % Portfolio
    0.01%

Previously held MOH

These investors reported MOH in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Andreas HalvorsenViking Global Investors267.4K$79.7MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold MOH?
7 tracked institutional investors disclosed a position in MOH (MOLINA HEALTHCARE INC) in their most recent 13F filing.
Who is the largest institutional holder of MOH?
Seth Klarman, Baupost Group, holds the largest disclosed position in MOH, valued at $145M.
Did institutional ownership of MOH increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 9 increased, 8 reduced, and 4 fully exited MOH.
Where does this MOH ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
MOH (MOLINA HEALTHCARE INC) — Institutional Holders & 13F — InvestorLens