Sector: health
Conviction from: Citrini
52-week range: 121.06244.89
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.
5 tracked filer(s) hold this · 0 opened, 2 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 65 — mean of 5 scored holder(s) · buyers (new/add) avg 60. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Paul Tudor Jones / Tudor | 63 | Added +177% | 130,567 | $29,860,673 | 0.0% |
| Bridgewater | 56 | Added +299% | 8,326 | $1,904,156 | 0.0% |
| Seth Klarman / Baupost | 62 | Holds (flat) | 633,609 | $144,906 | 2.7% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Trimmed -2% | 957,500 | $218,980,250 | 0.3% |
| Steve Cohen / Point72 | 76 | Trimmed -73% | 132,700 | $30,348,490 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
6 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-09-22 | Trump, Donald J President | SELL | $250,001 - $500,000 | PTR |
| 2026-08-22 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| Report | Date | Stance |
|---|
| #124 — State of the Themes: June 2026 | 2026-06-01 | LONG |
| #84 — Market Memo: Healthcare's AI-Powered Trump Card | 2025-02-09 | SHORT |