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MOLINA HEALTHCARE INC

MOH

Holders

4

Combined Value

$241.73M

Combined Shares

1,759,006

Current Price

$200.28

52W High

$311.52

vs 52W High

−35.7%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$91.05$189.64$288.22$386.81Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $297.30Q3 2024 · implied price $344.56Q4 2024 · implied price $291.05Q1 2025 · implied price $329.39Q2 2025 · implied price $297.90Q3 2025 · implied price $191.36Q4 2025 · implied price $173.54Q1 2026 · implied price $133.30Jim Simons - Renaissance Technologies · bought 949,691 shares @ ~$297.30 · Q2 2024 (new position)Michael Burry - Scion Asset Management · bought 24,530 shares @ ~$297.30 · Q2 2024 (new position)Michael Burry - Scion Asset Management · bought 5,470 shares @ ~$344.56 · Q3 2024Jim Simons - Renaissance Technologies · sold 286,704 shares @ ~$344.56 · Q3 2024Jim Simons - Renaissance Technologies · sold 181,550 shares @ ~$291.05 · Q4 2024Michael Burry - Scion Asset Management · sold 5,000 shares @ ~$291.05 · Q4 2024Harris Associates (Oakmark Funds) · bought 1,047,433 shares @ ~$329.39 · Q1 2025 (new position)Jim Simons - Renaissance Technologies · sold 28,600 shares @ ~$329.39 · Q1 2025Michael Burry - Scion Asset Management · sold 25,000 shares @ ~$291.05 · Q1 2025 (sold out)Harris Associates (Oakmark Funds) · bought 1,140,833 shares @ ~$191.36 · Q3 2025Michael Burry - Scion Asset Management · bought 125,000 shares @ ~$191.36 · Q3 2025 (new position)Andreas Halvorsen - Viking Global Investors · sold 267,421 shares @ ~$297.90 · Q3 2025 (sold out)Jim Simons - Renaissance Technologies · sold 131,950 shares @ ~$191.36 · Q3 2025Harris Associates (Oakmark Funds) · bought 493,875 shares @ ~$297.90 · Q2 2025Andreas Halvorsen - Viking Global Investors · bought 267,421 shares @ ~$297.90 · Q2 2025 (new position)Jim Simons - Renaissance Technologies · sold 650 shares @ ~$297.90 · Q2 2025Seth Klarman - Baupost Group · bought 625,000 shares @ ~$173.54 · Q4 2025 (new position)Harris Associates (Oakmark Funds) · sold 335,704 shares @ ~$173.54 · Q4 2025Jim Simons - Renaissance Technologies · sold 255,600 shares @ ~$173.54 · Q4 2025Seth Klarman - Baupost Group · bought 8,609 shares @ ~$133.30 · Q1 2026Harris Associates (Oakmark Funds) · sold 1,368,290 shares @ ~$133.30 · Q1 2026Jim Simons - Renaissance Technologies · sold 42,387 shares @ ~$133.30 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Harris Associates (Oakmark Funds)$130.39M0.17%~$264.88−24.4%SELL Q1 2026Q1 2026
Seth Klarman - Baupost Group$84.46M1.65%~$172.99+15.8%BUY Q1 2026Q1 2026
Michael Burry - Scion Asset Management$23.92M1.73%~$191.36+4.7%BUY Q3 2025Q3 2025
Jim Simons - Renaissance Technologies$2.97M0.00%~$297.30−32.6%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Harris Associates (Oakmark Funds)SELL−$182.39M~$133.30
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$5.65M~$133.30
Q1 2026Seth Klarman - Baupost GroupBUY+$1.15M~$133.30
Q4 2025Seth Klarman - Baupost GroupNEW BUY+$108.46M~$173.54
Q4 2025Harris Associates (Oakmark Funds)SELL−$58.26M~$173.54
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$44.36M~$173.54
Q3 2025Harris Associates (Oakmark Funds)BUY+$218.31M~$191.36
Q3 2025Andreas Halvorsen - Viking Global InvestorsSOLD OUT−$79.66M~$297.90
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$25.25M~$191.36
Q3 2025Michael Burry - Scion Asset ManagementNEW BUY+$23.92M~$191.36
Q2 2025Harris Associates (Oakmark Funds)BUY+$147.13M~$297.90
Q2 2025Andreas Halvorsen - Viking Global InvestorsNEW BUY+$79.66M~$297.90
Q2 2025Jim Simons - Renaissance TechnologiesSELL−$193.6K~$297.90
Q1 2025Harris Associates (Oakmark Funds)NEW BUY+$345.01M~$329.39
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$9.42M~$329.39
Q1 2025Michael Burry - Scion Asset ManagementSOLD OUT−$7.28M~$291.05
Q4 2024Jim Simons - Renaissance TechnologiesSELL−$52.84M~$291.05
Q4 2024Michael Burry - Scion Asset ManagementSELL−$1.46M~$291.05
Q3 2024Jim Simons - Renaissance TechnologiesSELL−$98.79M~$344.56
Q3 2024Michael Burry - Scion Asset ManagementBUY+$1.88M~$344.56
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$282.34M~$297.30
Q2 2024Michael Burry - Scion Asset ManagementNEW BUY+$7.29M~$297.30

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202631,634,006-46.2%$217.81M$133.30
Q4 202533,036,074-2.9%$526.88M$173.54
Q3 202533,127,378+38.3%$598.46M$191.36
Q2 202532,260,916+50.7%$673.53M$297.90
Q1 202521,500,270+196.2%$494.17M$329.39
Q4 20242506,437-26.9%$147.40M$291.05
Q3 20242692,987-28.9%$238.78M$344.56
Q2 20242974,221—$289.64M$297.30