Guru Ownership Trend
Guru Analysis for Molina Healthcare, Inc. (MOH)
Molina Healthcare, Inc. (MOH), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.03 B.
Top institutional holders include Cliff Asness and Lee Ainslie.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $476.26 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 597.7%. Conversely, Ray Dalio reduced exposure by 92.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Molina Healthcare, Inc. (MOH)
Major holders include Cliff Asness ($381.69 M), Lee Ainslie ($86.08 M), Seth Klarman ($84.46 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 5.17 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $476.26 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited MOH. The total reported sell value was $54.83 M.
Yes, 3 managers opened new positions in MOH, and 3 increased their existing holdings. The total reported buy value was $531.09 M.