MOLINA HEALTHCARE INC

Partnership Wealth Management's Molina Healthcare position moved by 14 shares this quarter — from 9,292 down to 9,278, a real but almost imperceptible $3,202 reduction. That's the quietest number in the filing, the kind of move that reads as automatic rebalancing rather than a view on the company. It sits beside a genuinely large real move: Assenagon Asset Management, flagged quasi-passive, grew its stake nearly fivefold — from 31,703 to 156,632 shares, a real $28.6 million purchase that now makes it Molina's single largest holder at 31.7% of all tracked institutional value. Swedbank made the largest real sale (-13.0%, $3.6 million outflow), while Azarias Capital Management opened a substantial new $7.0 million position.