TWO SIGMA INVESTMENTS, LP

Position in MOH — Molina Healthcare, Inc.

CIK 1179392 NEW YORK, NY

Back to MOH Full portfolio

Position in MOH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$289,611,500

+$109,563,857 QoQ

Shares Held

1,266,338

-6.2% QoQ

Ownership

2.43%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#13

of 600 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in MOH Over Time

Shares Held

Position Value (USD)

Derivatives in MOH

reported options exposure · as of Jun 30, 2026

CallValue

$1,463,680

CallShares

6,400

PutValue

$2,104,040

PutShares

9,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $1,469,206,912 across 8 Healthcare Plans names. MOH ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	1,813,110	$499,838,164
2	CNC	Centene Corp	6,348,038	$407,480,559
3	MOH	Molina Healthcare, Inc. This page	1,266,338	$289,611,500
4	OSCR	Oscar Health, Inc.	4,035,689	$115,097,850
5	UNH	Unitedhealth Group Inc	196,716	$81,761,071
6	ELV	Elevance Health, Inc.	162,061	$62,673,850
7	ALHC	Alignment Healthcare, Inc.	519,493	$12,369,128
8	PGNY	Progyny, Inc.	13,000	$374,790

All Filings in MOH

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,611,500	1,266,338	-6.2%	Shares	Sole	2026-08-14
2026-06-30	$1,463,680	6,400	-11.1%	Call	Sole	2026-08-14
2026-06-30	$2,104,040	9,200	+12.2%	Put	Sole	2026-08-14
2026-03-31	$959,760	7,200	+20.0%	Call	Sole	2026-05-15
2026-03-31	$1,093,060	8,200	+310.0%	Put	Sole	2026-05-15
2026-03-31	$180,047,643	1,350,695	+64.1%	Shares	Sole	2026-05-15
2025-12-31	$142,847,021	823,136	+857.6%	Shares	Sole	2026-02-17
2025-12-31	$347,080	2,000	-73.7%	Put	Sole	2026-02-17
2025-09-30	$16,448,540	85,956	+1.3%	Shares	Sole	2025-11-14
2025-06-30	$25,267,282	84,818	+13.3%	Shares	Sole	2025-08-14
2025-03-31	$24,661,099	74,869	-50.6%	Shares	Sole	2025-05-15
2024-12-31	$44,099,313	151,518	+13144.6%	Shares	Sole	2025-02-14
2024-06-30	$340,111	1,144	+63.4%	Shares	Sole	2024-08-14
2024-03-31	$287,581	700	0.0%	Shares	Sole	2024-05-15
2023-12-31	$252,917	700	0.0%	Shares	Sole	2024-02-14
2023-09-30	$229,523	700	-97.5%	Shares	Sole	2023-11-14
2023-06-30	$8,314,525	27,601	-75.4%	Shares	Sole	2023-08-14
2023-03-31	$29,970,649	112,044	+320.8%	Shares	Sole	2023-05-15
2022-12-31	$8,792,107	26,625	+581.6%	Shares	Sole	2023-02-14
2022-09-30	$1,288,355	3,906	-79.4%	Shares	Sole	2022-11-14
2022-06-30	$5,314,267	19,006	+303.3%	Shares	Sole	2022-08-15
2021-12-31	$2,417,408	7,600	+81.0%	Put	Sole	2022-02-14
2021-12-31	$1,908,480	6,000	+62.2%	Call	Sole	2022-02-14
2021-09-30	$1,139,502	4,200	+110.0%	Put	Sole	2021-11-15
2021-09-30	$1,003,847	3,700	+270.0%	Call	Sole	2021-11-15
2021-06-30	$506,120	2,000	-65.5%	Put	Sole	2021-08-16
2021-06-30	$253,060	1,000	-80.0%	Call	Sole	2021-08-16
2021-03-31	$1,355,808	5,800	+190.0%	Put	Sole	2021-05-17
2021-03-31	$1,168,800	5,000	+163.2%	Call	Sole	2021-05-17
2020-12-31	$1,002,360	4,713	+40.3%	Shares	Sole	2021-02-16
2020-12-31	$425,360	2,000	-57.4%	Put	Sole	2021-02-16
2020-12-31	$404,092	1,900	-62.7%	Call	Sole	2021-02-16
2020-09-30	$615,014	3,360	-70.8%	Shares	Sole	2020-11-16
2020-06-30	$2,049,083	11,513	—	Shares	Sole	2020-08-14
2020-06-30	$836,506	4,700	+20.5%	Put	Sole	2020-08-14
2020-06-30	$907,698	5,100	+2.0%	Call	Sole	2020-08-14
2020-03-31	$544,869	3,900	—	Put	Sole	2020-05-15
2020-03-31	$698,550	5,000	—	Call	Sole	2020-05-15
No filing history on record for this holder in this stock.