2 tracked superinvestors hold MOLINA HEALTHCARE INC (MOH), worth $108M combined, led by Seth Klarman. Smart money is accumulating MOH as of the latest 13F filings.
Current price
$232.09
+2.1%
1Y
Molina Healthcare, Inc. provides managed health care services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces. It operates in four segments, Medicaid, Medicare, Marketplace, and Other. As of December 31, 2021, the company served the company served approximately 5.2 million members eligible for Medicaid, Medicare, and…
Market cap
$10.0B
P/E
51.66
Div yield
0.0%
Revenue YoY
11.7%
Analyst target
$176
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$108M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating MOH: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
MOLINA HEALTHCARE INC (MOH) is held by 2 tracked funds worth $108M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Seth Klarman at 1.7% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Michael Burry), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 1.7% | $84M | |
| New buy | 1.7% | $24M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own MOH?
2 tracked funds hold MOLINA HEALTHCARE INC (MOH), the largest being Seth Klarman (Baupost Group) at 1.7% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling MOH?
In the most recent 13F quarter, 1 tracked fund added or opened MOH and 0 trimmed it, including 1 brand-new position.
How much MOH do tracked funds hold?
Combined disclosed long exposure to MOH across tracked superinvestors is $108M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.