Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NFG
NewFocus Financial Group’s
Helmerich & Payne
HP
Stock Holding History
NewFocus Financial Group’s Portfolio
HP Stock Details
HP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
–
Sell
-7,005
Closed
-$381K
–
68
2017
Q2
$381K
Sell
7,005
-16,089
-70%
-$943K
0.22%
52
2017
Q1
$1.54M
Sell
23,094
-3,800
-14%
-$271K
0.95%
34
2016
Q4
$2.08M
Buy
26,894
+1,812
+7%
+$129K
1.4%
29
2016
Q3
$1.69M
Buy
25,082
+795
+3%
+$49.9K
1.22%
31
2016
Q2
$1.63M
Buy
24,287
+754
+3%
+$46.6K
1.2%
32
2016
Q1
$1.38M
Sell
23,533
-5,451
-19%
-$288K
1.01%
32
2015
Q4
$1.55M
Sell
28,984
-805
-3%
-$44.5K
1.08%
35
2015
Q3
$1.41M
Buy
+29,789
New
+$1.69M
1.08%
33
Other funds holding HP
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Farm Mutual Automobile Insurance
Bloomington, Illinois
$127B AUM
32.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
KP
Kiltearn Partners
Edinburgh, United Kingdom
$372M AUM
18.16%
1-Year Est. Return
PP
Prudential plc
London, England, United Kingdom
$17.1B AUM
15.7%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close