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Molina Healthcare

533 hedge funds and large institutions have $15.6B invested in Molina Healthcare in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 212 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

1% more funds holding

Funds holding: 529533 (+4)

8% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 212

1.16% less ownership

Funds ownership: 96.14%94.98% (-1.2%)

17% less capital invested

Capital invested by funds: $18.7B → $15.6B (-$3.11B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

62% less call options, than puts

Call options by funds: $36.1M | Put options by funds: $96.1M

Holders
533
Holders Change
+4
Holders Change %
+0.76%
% of All Funds
8.98%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
68
Increased
194
Reduced
212
Closed
54
Calls
$36.1M
Puts
$96.1M
Net Calls
-$60M
Net Calls Change
-$62.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.83B +$34.2M +113,215 +2%
Capital World Investors
2
Capital World Investors
California
$1.54B +$32.3M +106,861 +2%
BlackRock
3
BlackRock
New York
$1.2B +$39.6M +131,192 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.2B -$26.9M -88,889 -2%
State Street
5
State Street
Massachusetts
$682M -$5.21M -17,249 -0.7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$539M -$189M -627,281 -25%
Renaissance Technologies
7
Renaissance Technologies
New York
$481M -$28.4M -93,900 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$425M -$66.6M -220,549 -13%
Capital International Investors
9
Capital International Investors
California
$344M +$22.7M +75,081 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$316M +$1.87M +6,174 +0.5%
Invesco
11
Invesco
Georgia
$313M +$68.1M +225,265 +25%
Goldman Sachs
12
Goldman Sachs
New York
$272M -$5.78M -19,122 -2%
DCP
13
Durable Capital Partners
Maryland
$257M +$83.9M +277,799 +43%
Boston Partners
14
Boston Partners
Massachusetts
$241M -$10.2M -33,746 -4%
Victory Capital Management
15
Victory Capital Management
Texas
$225M +$42.7M +141,243 +21%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$179M -$12.5M -41,224 -6%
Norges Bank
17
Norges Bank
Norway
$164M -$1.88M -6,219 -1%
Ameriprise
18
Ameriprise
Minnesota
$163M +$69.9M +231,361 +65%
Northern Trust
19
Northern Trust
Illinois
$156M -$4.03M -13,338 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$153M -$5.93M -19,621 -3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$147M -$18.8M -62,078 -11%
Charles Schwab
22
Charles Schwab
California
$140M +$3.3M +10,911 +2%
EARNEST Partners
23
EARNEST Partners
Georgia
$137M -$32.9M -108,984 -18%
Viking Global Investors
24
Viking Global Investors
Connecticut
$133M +$17.6M +58,275 +14%
EAM
25
Eagle Asset Management
Florida
$130M +$17.3M +57,267 +14%

MOH Hedge Fund Activity: Q2 2022 in Review

533 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Molina Healthcare (MOH) for Q2 2022, worth a combined $15.6B — down 17% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MOH positions and 54 closed out — a net gain of 14 holders — while 194 added to existing stakes and 212 trimmed.

The largest buyer was Durable Capital Partners, adding an estimated $83.9M. The largest seller was Wellington Management Group, cutting an estimated $189M.

  • 533 institutional investors held Molina Healthcare (MOH) as of Q2 2022, up from 529 in Q1 2022.
  • Funds reported $15.6B of Molina Healthcare stock for Q2 2022, down 17% quarter-over-quarter.
  • 68 funds opened new Molina Healthcare positions in Q2 2022 and 54 closed out, a net change of +14 holders.
  • The largest Molina Healthcare buyer in Q2 2022 was Durable Capital Partners, an estimated $83.9M added.
  • The largest Molina Healthcare seller in Q2 2022 was Wellington Management Group, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2022.