Position in MOH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,802,344
+$4,437,487 QoQ
Shares Held
25,371
+147.8% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 597 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in MOH Over Time
Shares Held
Position Value (USD)
Derivatives in MOH
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$5,717,500
PutShares
25,000
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, 2026BANK OF MONTREAL /CAN/ holds $1,225,128,822 across 10 Healthcare Plans names. MOH ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
1,773,763 | $737,229,112 | |
| 2 | CVS |
CVS HEALTH Corp
|
1,980,182 | $204,849,822 | |
| 3 | CNC |
Centene Corp
|
1,686,373 | $108,248,278 | |
| 4 | ELV |
Elevance Health, Inc.
|
252,092 | $97,491,535 | |
| 5 | HUM |
Humana Inc
|
158,143 | $62,817,560 | |
| 6 | OSCR |
Oscar Health, Inc.
|
261,650 | $7,462,258 | |
| 7 | MOH |
Molina Healthcare, Inc.
This page
|
25,371 | $5,802,344 | |
| 8 | ALHC |
Alignment Healthcare, Inc.
|
25,087 | $597,320 |
All Filings in MOH
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,802,344 | 25,371 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $5,717,500 | 25,000 | Put | Defined | 2026-08-12 | |
| 2026-03-31 | $1,364,857 | 10,239 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,581,265 | 43,686 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $8,603,542 | 44,960 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,611,196 | 35,620 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $15,253,720 | 46,309 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,995,813 | 54,959 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $21,610,111 | 62,718 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $17,533,563 | 58,976 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $26,676,011 | 64,932 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $27,569,035 | 76,303 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $23,404,129 | 71,378 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $25,873,201 | 85,889 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $10,845,648 | 40,546 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $14,955,662 | 45,290 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $11,451,054 | 34,717 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $12,666,890 | 45,302 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $13,981,756 | 41,913 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $14,180,322 | 44,581 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $38,504,311 | 141,920 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $35,805,709 | 141,491 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $32,946,131 | 140,940 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $31,239,286 | 146,884 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $25,456,286 | 139,075 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $19,249,424 | 108,155 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $15,403,584 | 110,254 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||