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Molina Healthcare

609 hedge funds and large institutions have $21B invested in Molina Healthcare in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 222 increasing their positions, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 51

10% more capital invested

Capital invested by funds: $19.1B → $21B (+$1.96B)

8% more funds holding

Funds holding: 563609 (+46)

8% more call options, than puts

Call options by funds: $78.6M | Put options by funds: $72.6M

6% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 209

0.18% more ownership

Funds ownership: 99.59%99.77% (+0.18%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
609
Holders Change
+46
Holders Change %
+8.17%
% of All Funds
8.88%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
107
Increased
222
Reduced
209
Closed
51
Calls
$78.6M
Puts
$72.6M
Net Calls
+$5.97M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.38B +$8.36M +23,715 +0.4%
Capital World Investors
2
Capital World Investors
California
$1.98B +$5.21M +14,775 +0.3%
BlackRock
3
BlackRock
New York
$1.76B +$56.6M +160,438 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.5B +$24.7M +70,119 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.38B +$154M +436,060 +13%
State Street
6
State Street
Massachusetts
$924M +$37.9M +107,359 +4%
Capital Research Global Investors
7
Capital Research Global Investors
California
$878M +$43.7M +123,894 +5%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$766M -$7.09M -20,106 -0.9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$714M -$70M -198,574 -9%
Capital International Investors
10
Capital International Investors
California
$596M +$869K +2,464 +0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$468M +$8.32M +23,602 +2%
Invesco
12
Invesco
Georgia
$443M +$12.9M +36,461 +3%
DCP
13
Durable Capital Partners
Maryland
$429M -$133M -377,896 -24%
Morgan Stanley
14
Morgan Stanley
New York
$342M +$162M +458,294 +94%
Renaissance Technologies
15
Renaissance Technologies
New York
$298M -$11.4M -32,300 -4%
Norges Bank
16
Norges Bank
Norway
$275M +$20.4M +57,892 +8%
Boston Partners
17
Boston Partners
Massachusetts
$251M -$74.9M -212,386 -23%
Northern Trust
18
Northern Trust
Illinois
$208M -$10.5M -29,889 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$152M -$9.42M -26,697 -6%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$149M -$20.1M -57,069 -12%
Legal & General Group
21
Legal & General Group
United Kingdom
$149M -$2.99M -8,476 -2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$148M +$2.64M +7,482 +2%
UBS AM
23
UBS AM
Illinois
$132M +$3.69M +10,456 +3%
Jennison Associates
24
Jennison Associates
New York
$130M +$9.25M +26,219 +8%
Charles Schwab
25
Charles Schwab
California
$128M +$3.41M +9,662 +3%

MOH Hedge Fund Activity: Q4 2023 in Review

609 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Molina Healthcare (MOH) for Q4 2023, worth a combined $21B — up 10% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new MOH positions and 51 closed out — a net gain of 56 holders — while 222 added to existing stakes and 209 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $162M. The largest seller was Victory Capital Management, cutting an estimated $136M.

  • 609 institutional investors held Molina Healthcare (MOH) as of Q4 2023, up from 563 in Q3 2023.
  • Funds reported $21B of Molina Healthcare stock for Q4 2023, up 10% quarter-over-quarter.
  • 107 funds opened new Molina Healthcare positions in Q4 2023 and 51 closed out, a net change of +56 holders.
  • The largest Molina Healthcare buyer in Q4 2023 was Morgan Stanley, an estimated $162M added.
  • The largest Molina Healthcare seller in Q4 2023 was Victory Capital Management, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2023.