Position in UNH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$53,094,654
+$52,754,252 QoQ
Shares Held
127,745
+10054.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#362
of 3,349 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Derivatives in UNH
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,911,898
PutShares
4,600
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, 2026Jefferies Financial Group Inc. holds $138,717,167 across 9 Healthcare Plans names. UNH ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
180,619 | $69,850,785 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
127,745 | $53,094,654 | |
| 3 | CVS |
CVS HEALTH Corp
|
41,017 | $4,243,208 | |
| 4 | OSCR |
Oscar Health, Inc.
|
116,566 | $3,324,462 | |
| 5 | ALHC |
Alignment Healthcare, Inc.
|
117,396 | $2,795,198 | |
| 6 | PGNY |
Progyny, Inc.
|
61,015 | $1,759,062 | |
| 7 | CI |
Cigna Group
|
5,840 | $1,609,971 | |
| 8 | CNC |
Centene Corp
|
20,862 | $1,339,131 |
All Filings in UNH
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,911,898 | 4,600 | Put | Defined | 2026-08-17 | |
| 2026-06-30 | $53,094,654 | 127,745 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $340,402 | 1,258 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $29,067,175 | 88,053 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $8,307,918 | 24,060 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $3,453,000 | 10,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $6,273,092 | 20,108 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $7,918,576 | 15,119 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $69,408,544 | 137,209 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $68,240,514 | 134,900 | Put | Defined | 2025-02-27 | |
| 2024-12-31 | $2,478,714 | 4,900 | Call | Defined | 2025-02-27 | |
| 2024-09-30 | $5,846,800 | 10,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $18,516,815 | 31,670 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $26,350,130 | 51,742 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $26,100,372 | 52,760 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $2,819,790 | 5,700 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $20,584,977 | 39,100 | Call | Defined | 2024-05-06 | |
| 2023-12-31 | $27,453,831 | 52,147 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $19,713,829 | 39,100 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $22,184,360 | 44,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $14,342,188 | 28,446 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,850,448 | 22,575 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $5,287,040 | 11,000 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $1,441,920 | 3,000 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $6,497,167 | 13,748 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,363,025 | 28,977 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $2,120,720 | 4,000 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $16,170,490 | 30,500 | Put | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||