MOH
Molina Healthcare, Inc. · Healthcare · Medical - Healthcare Plans
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 205.90K | $38.38M | n/a | −1 |
| Q2 2026 | 132 | +9 | 41.41M | $9.46B | +17 | −9 |
| Q1 2026 | 127 | -19 | 41.99M | $5.60B | +4 | −24 |
| Q4 2025 | 146 | +1 | 43.17M | $7.49B | +3 | −1 |
| Q3 2025 | 24 | -1 | 35.64M | $6.82B | +1 | −3 |
| Q2 2025 | 23 | +3 | 32.04M | $9.54B | +3 | n/a |
| Q1 2025 | 17 | -1 | 18.62M | $6.13B | +1 | −2 |
| Q4 2024 | 18 | 0 | 16.79M | $4.89B | +1 | −1 |
| Q3 2024 | 17 | 0 | 15.39M | $5.30B | +1 | −1 |
| Q2 2024 | 17 | n/a | 16.56M | $4.92B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 5.28M | n/a | $1.57B | 0.3% | n/c | 1 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 4.01M | n/a | $1.19B | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wellington Management ✦ | 2.76M | n/a | $820.66M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 4 | Geode Capital Management ✦ (pasivo) | 1.43M | n/a | $422.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Renaissance Technologies ✦ | 949.69K | n/a | $282.34M | 0.5% | n/c | 1 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 641.39K | n/a | $190.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 463.54K | n/a | $137.81M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 8 | Millennium Management ✦ | 351.11K | n/a | $104.38M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 265.57K | n/a | $78.95M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 219.32K | n/a | $65.20M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 11 | Adage Capital Partners ✦ | 56.20K | n/a | $16.71M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 41.57K | n/a | $12.36M | 0.2% | n/c | 1 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 31.32K | n/a | $9.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Bridgewater Associates ✦ | 28.96K | n/a | $8.61M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Scion Asset Management ✦ | 24.53K | n/a | $7.29M | 13.9% | n/c | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 1.40K | n/a | $416,220 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 1.14K | n/a | $340,111 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 520 tenedores, 54.92M acciones, $6.85B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.