Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Helmerich & Payne HP Stock Holding History

Jacobs Levy Equity Management’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-56,740
Closed -$1.48M – 1096
2025
Q1 		$1.48M Buy
+56,740
New +$1.65M 0.01% 724
2013
Q3 		– Sell
-20,400
Closed -$1.27M – 970
2013
Q2 		$1.27M Buy
+20,400
New +$1.26M 0.02% 515

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Vanguard Group
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's HP Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of Helmerich & Payne (HP) in Q2 2025, closing a stake of 56,740 shares — an estimated $1.48M sold.

Jacobs Levy Equity Management first reported a position in HP in Q2 2013 and held it in 2 quarters. The position peaked at $1.48M in Q1 2025. 340 funds tracked by Wall St. Rank hold HP as of Q2 2025.

  • Jacobs Levy Equity Management reported no remaining Helmerich & Payne position as of Q2 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 56,740 Helmerich & Payne shares in Q2 2025, an estimated $1.48M.
  • Jacobs Levy Equity Management first reported a position in Helmerich & Payne in Q2 2013 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Helmerich & Payne position peaked at $1.48M in Q1 2025.
  • 340 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.