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$MOH:NYSE · MOLINA HEALTHCARE INC

Sector: health

Conviction from: Citrini

Molina Healthcare is a managed-care organization that provides health insurance to individuals and families through government-sponsored programs such as Medicaid, Medicare, and the health insurance marketplaces.

3 tracked filer(s) hold this · 0 opened, 1 added, 2 trimmed in 31-MAR-2026

Aggregate 13FScore 62 — mean of 3 scored holder(s) · buyers (new/add) avg 64. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Seth Klarman / Baupost64Added +1%633,609$84,4601.7%
Bill Nygren / Oakmark (Harris Associates)68Trimmed -58%978,147$130,386,9950.2%
Bridgewater55Trimmed -92%2,087$278,1970.0%

Beyond 13F — activists, insiders, politicians & research

Trump & executive branch trades all Trump/exec trades →

3 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR

Citrini Research coverage report library →

ReportDateStance
#124 — State of the Themes: June 20262026-06-01LONG
#84 — Market Memo: Healthcare's AI-Powered Trump Card2025-02-09SHORT

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.