Guru Ownership Over Time
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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $602.94 M.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $266.52 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 31.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.36% | Add 217.0% | 2,934,130 | $561.48 M | Q3 2025 | |
| 0.08% | Reduce -29.2% | 320,237 | $61.28 M | Q3 2025 | |
| 1.73% | New Buy | 125,000 | $23.92 M | Q3 2025 | |
| 0.06% | Add 340.9% | 71,895 | $13.76 M | Q3 2025 | |
| 0.03% | Add 38.3% | 46,053 | $8.81 M | Q3 2025 | |
| 0.02% | Add 1863.7% | 43,202 | $8.27 M | Q3 2025 | |
| 0.07% | Add 31.1% | 38,611 | $7.39 M | Q3 2025 | |
| 0.06% | New Buy | 23,053 | $4.41 M | Q3 2025 | |
| 0.01% | Reduce -31.6% | 10,582 | $2.02 M | Q3 2025 | |
| 0.00% | Add 22.5% | 8,499 | $1.63 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Molina Healthcare, Inc. (MOH)
Top Guru holders include Cliff Asness ($561.48 M), Renaissance Technologies ($61.28 M), Michael Burry ($23.92 M). Collectively, tracked Gurus hold 3.62 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $266.52 M, with 8 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of MOH completely. Total sell value was $169.12 M.
Yes, 2 Gurus opened new positions in MOH, and 6 added to their existing holdings. Total buy value was $435.64 M.