2 tracked superinvestors hold MOLINA HEALTHCARE INC (MOH), worth $169M combined, led by Seth Klarman. Smart money is accumulating MOH as of the latest 13F filings.
Current price
$200.80
+17.5%
1Y
Molina Healthcare, Inc. offers comprehensive managed health care services, primarily targeting economically disadvantaged families and individuals. The company provides coverage through key government initiatives such as Medicaid and Medicare programs, in addition to state health insurance marketplaces. Its operations are strategically segmented into four main divisions: Medicaid, Medicare,…
Market cap
$10.0B
P/E
51.66
Div yield
0.0%
Revenue YoY
11.7%
Analyst target
$205
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
$169M
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 $169M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Seth Klarman at 2.7% 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 | 2.7% | $145M | |
| 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 2.7% 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 $169M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.