Jefferies Group's UNH Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 88,053 shares of UnitedHealth Group Incorporated (UNH) worth $29.07 M, representing 0.15% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in UNH, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 105,539 shares. Largest reduction occurred in Q1 2025, reducing 122,090 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's UnitedHealth Group Incorporated (UNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly UnitedHealth Group Incorporated (UNH) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +2,995 | New Buy | 2,995 | $163.94 |
| Q2 2017 | -2,995 | Sold Out | 0 | $0.00 |
| Q4 2017 | +2,170 | New Buy | 2,170 | $220.28 |
| Q1 2018 | -2,170 | Sold Out | 0 | $0.00 |
| Q2 2018 | +14,698 | New Buy | 14,698 | $245.34 |
| Q3 2018 | -368 | Reduce 2.50% | 14,330 | $266.02 |
| Q4 2018 | -659 | Reduce 4.60% | 13,671 | $249.14 |
| Q1 2019 | -13,671 | Sold Out | 0 | $0.00 |
| Q4 2022 | +28,977 | New Buy | 28,977 | $530.18 |
| Q1 2023 | -15,229 | Reduce 52.56% | 13,748 | $472.59 |
| Q2 2023 | +8,827 | Add 64.21% | 22,575 | $480.64 |
| Q3 2023 | +5,871 | Add 26.01% | 28,446 | $504.19 |
| Q4 2023 | +23,701 | Add 83.32% | 52,147 | $526.47 |
| Q1 2024 | +613 | Add 1.18% | 52,760 | $494.70 |
| Q2 2024 | -1,018 | Reduce 1.93% | 51,742 | $509.26 |
| Q3 2024 | -20,072 | Reduce 38.79% | 31,670 | $584.68 |
| Q4 2024 | +105,539 | Add 333.25% | 137,209 | $505.86 |
| Q1 2025 | -122,090 | Reduce 88.98% | 15,119 | $523.75 |
| Q2 2025 | +4,989 | Add 33.00% | 20,108 | $311.98 |
| Q3 2025 | +3,952 | Add 19.65% | 24,060 | $345.30 |
| Q4 2025 | +63,993 | Add 265.97% | 88,053 | $330.11 |
Jefferies Group's UnitedHealth Group Incorporated Investment FAQs
Jefferies Group first purchased UnitedHealth Group Incorporated (UNH) in Q1 2017, acquiring 2,995 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held UnitedHealth Group Incorporated (UNH) for 21 quarters since Q1 2017.
Jefferies Group's largest addition to UnitedHealth Group Incorporated (UNH) was in Q4 2024, adding 137,209 shares worth $69.41 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 88,053 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $29.07 M.
As of the Q4 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 0.15% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in UnitedHealth Group Incorporated (UNH) was 137,209 shares, as reported at the end of Q4 2024.