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Helmerich & Payne

374 hedge funds and large institutions have $3.71B invested in Helmerich & Payne in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $16M

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $2.83B → $3.71B (+$885M)

16% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 110

4% more funds holding

Funds holding: 359374 (+15)

3.09% more ownership

Funds ownership: 100.21%103.29% (+3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
374
Holders Change
+15
Holders Change %
+4.18%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
128
Reduced
110
Closed
42
Calls
$28.4M
Puts
$16M
Net Calls
+$12.4M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$550M +$18.6M +546,539 +4%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$283M
VPM
3
Vanguard Portfolio Management
Pennsylvania
$219M +$207M +6,082,486 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$207M +$19.5M +570,500 +11%
State Street
5
State Street
Massachusetts
$158M +$5.72M +167,623 +4%
VCM
6
Vanguard Capital Management
Pennsylvania
$150M +$142M +4,153,779 New
American Century Companies
7
American Century Companies
Missouri
$134M +$9.09M +266,631 +8%
Invesco
8
Invesco
Georgia
$117M -$7.45M -218,436 -6%
EARNEST Partners
9
EARNEST Partners
Georgia
$102M -$1.91M -56,125 -2%
Morgan Stanley
10
Morgan Stanley
New York
$95.9M +$10.8M +315,717 +13%
Citadel Advisors
11
Citadel Advisors
Florida
$95.8M +$27M +792,528 +42%
Goldman Sachs
12
Goldman Sachs
New York
$94.5M +$61.1M +1,792,134 +216%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$87.7M +$3.54M +103,933 +4%
VanEck Associates
14
VanEck Associates
New York
$87.3M +$18.8M +551,486 +29%
Fisher Asset Management
15
Fisher Asset Management
Washington
$67M +$4.34M +127,299 +7%
Bank of America
16
Bank of America
North Carolina
$60.4M +$29.8M +874,823 +109%
Victory Capital Management
17
Victory Capital Management
Texas
$58.3M -$5.85M -171,633 -10%
Charles Schwab
18
Charles Schwab
California
$47.7M +$1.93M +56,565 +4%
UBS Group
19
UBS Group
Switzerland
$47.5M +$3.52M +103,317 +9%
Northern Trust
20
Northern Trust
Illinois
$46.4M +$1.94M +56,755 +5%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$42.3M +$28.2M +826,841 +238%
FFH
22
Fairfax Financial Holdings
Ontario, Canada
$42.3M
Allianz Asset Management
23
Allianz Asset Management
Germany
$39M +$12.9M +377,055 +53%
Ameriprise
24
Ameriprise
Minnesota
$37.8M +$2.04M +59,900 +6%
Barclays
25
Barclays
United Kingdom
$35.8M +$28.6M +839,085 +538%

HP Hedge Fund Activity: Q1 2026 in Review

374 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2026, worth a combined $3.71B — up 31% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HP positions and 42 closed out — a net gain of 23 holders — while 128 added to existing stakes and 110 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $61.1M. The largest seller was Encompass Capital Advisors, exiting entirely with an estimated $59.7M sold.

  • 374 institutional investors held Helmerich & Payne (HP) as of Q1 2026, up from 359 in Q4 2025.
  • Funds reported $3.71B of Helmerich & Payne stock for Q1 2026, up 31% quarter-over-quarter.
  • 65 funds opened new Helmerich & Payne positions in Q1 2026 and 42 closed out, a net change of +23 holders.
  • The largest Helmerich & Payne buyer in Q1 2026 was Goldman Sachs, an estimated $61.1M added.
  • The largest Helmerich & Payne seller in Q1 2026 was Encompass Capital Advisors, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2026.