Which hedge funds own MOH? MOLINA HEALTHCARE INC, Q2 2026 13F holders
58 tracked hedge funds disclosed a position in MOH (MOLINA HEALTHCARE INC) in their Q2 2026 13F filings, worth $2.6bn in total. The largest holder by portfolio weight is Lingotto Investment Management LLP at 12.4% of its book. 19 opened a new position this quarter: Lingotto Investment Management LLP, Science & Technology Partners, L.P., Ilex Capital Partners (UK) LLP, Samlyn Capital, LLC. 19 exited: Madison Avenue Partners, LP, Maverick Capital Ltd, AlphaGrep UK Ltd.
- 58
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 19
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $689m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $241m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.6bn
- Combined value Sum of the holders' reported positions in the security.
- 4.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Madison Avenue Partners, LP | 3.7% | $84.5m |
| Maverick Capital Ltd | 1.0% | $86.1m |
| AlphaGrep UK Ltd | 0.2% | $720k |
| Quantitative Investment Management, LLC | 0.2% | $1.9m |
| Aquatic Capital Management LLC | 0.1% | $4.9m |
| Dark Forest Capital Management LP | 0.1% | $1.2m |
| Catalyst Funds Management Pty Ltd | 0.08% | $473k |
| Bayforest Capital Ltd | 0.08% | $68.1k |
| Gsa Capital Partners LLP | 0.08% | $1.2m |
| Fox Run Management, L.L.C. | 0.07% | $428k |
| Point72 Asset Management, L.P. | 0.07% | $42.3m |
| Weiss Asset Management LP | 0.06% | $3.4m |
| Atom Investors LP | 0.06% | $830k |
| Mangrove Partners IM, LLC | 0.06% | $700k |
| Hudson Bay Capital Management LP | 0.04% | $6.7m |
| Delta Global Management LP | 0.04% | $457k |
| Farallon Capital Management, L.L.C. | 0.03% | $4.7m |
| Voleon Capital Management LP | 0.01% | $352k |
| Magnetar Financial LLC | 0.0% | $256k |
Ownership over time
Who discovered MOH first? Beta
The run: Q3 2017 → Q1 2024, +497%
| Sivik Global Healthcare LLC | Q3 2016 | 2.2% | +4.8 pts |
| Iridian Asset Management LLC | Q4 2017 | – | +4.1 pts |
| PFM Health Sciences, LP | Q2 2017 | 1.2% | +2.9 pts |
| Deerfield Management Company, L.P. | Q4 2017 | 0.8% | +1.4 pts |
| Rock Springs Capital Management LP | Q3 2017 | 1.3% | +1.3 pts |
| Naya Capital Management UK Ltd | Q2 2017 | 3.5% | +0.5 pts |
| JANA Partners Management, LP | Q2 2017 | 3.2% | +0.4 pts |
| Southpoint Capital Advisors LP | Q4 2017 | – | +0.2 pts |
| Verde Servicos Internacionais S.A. | Q2 2017 | 1.2% | +0.2 pts |
| Bridger Management, LLC | Q2 2017 | 1.8% | 0.0 pts |
| Empyrean Capital Partners, LP | Q3 2017 | 1.9% | – |
| Pura Vida Investments, LLC | Q3 2016 | 0.8% | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.