We are live on ! Find out more
HP icon

Helmerich & Payne
HP

354 hedge funds and large institutions have $3.66B invested in Helmerich & Payne in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $19.9M

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

2% more funds holding

Funds holding: 346 → 354 (+8)

0.33% more ownership

Funds ownership: 93.79% → 94.13% (+0.33%)

11% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 133

14% less capital invested

Capital invested by funds: $4.25B → $3.66B (-$587M)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
6.1%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
119
Reduced
133
Closed
34
Calls
$35.1M
Puts
$19.9M
Net Calls
+$15.2M
Net Calls Change
-$12.5M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$78M
2
Millennium Management
Millennium Management
New York
+$35.4M
3
MIM
Merewether Investment Management
Texas
+$18.2M
4
Goldman Sachs
Goldman Sachs
New York
+$14.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$9.29M

Top Sellers

Rank Fund Capital Flow
1
SG
Sourcerock Group
Colorado
-$34.3M
2
VanEck Associates
VanEck Associates
New York
-$30.3M
3
DCM
Driehaus Capital Management
Illinois
-$15.8M
4
Principal Financial Group
Principal Financial Group
Iowa
-$14.5M
5
BlackRock
BlackRock
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
226
Corton Capital
Ontario, Canada
$300K +$341K +8,112 New
AIP
227
Ameritas Investment Partners
Nebraska
$298K +$14.7K +350 +5%
ECM
228
Evergreen Capital Management
Washington
$297K +$73.6K +1,749 +28%
MP
229
McDonald Partners
Ohio
$293K – – –
TFA
230
Teamwork Financial Advisors
Texas
$290K -$2.02K -48 -0.6%
Man Group
231
Man Group
United Kingdom
$290K +$330K +7,837 New
JIP
232
Jaffetilchin Investment Partners
Florida
$281K +$32.7K +777 +11%
CB
233
Commerce Bank
Missouri
$279K -$9.47K -225 -3%
Assenagon Asset Management
234
Assenagon Asset Management
Luxembourg
$275K +$313K +7,436 New
ABLA
235
Alan B. Lancz & Associates
Ohio
$274K – – –
II
236
Inspire Investing
Idaho
$274K +$6.52K +155 +2%
PAMS
237
Pictet Asset Management (Switzerland)
Switzerland
$269K – – –
Rafferty Asset Management
238
Rafferty Asset Management
New York
$268K -$41.7K -992 -12%
EIP
239
Energy Income Partners
Connecticut
$266K – – –
AI
240
Atom Investors
Texas
$254K +$289K +6,874 New
SCM
241
Shelton Capital Management
Colorado
$244K – – –
XT
242
XTX Topco
Cayman Islands
$244K +$278K +6,612 New
LP
243
LMR Partners
United Kingdom
$237K -$14.2K -337 -5%
PFG
244
PAX Financial Group
Texas
$234K +$7.36K +175 +3%
DTL
245
Dynamic Technology Lab
Singapore
$234K +$266K +6,320 New
CIA
246
Capital Investment Advisors
Georgia
$230K – – –
CC
247
Centiva Capital
New York
$229K +$261K +6,194 New
BAM
248
Blueshift Asset Management
New Jersey
$228K +$259K +6,156 New
RI
249
Ridgewood Investments
New Jersey
$227K – – –
LFA
250
Legacy Financial Advisors
Kentucky
$226K +$379 +9 +0.1%
8 9
10
11 12

HP Hedge Fund Activity: Q3 2022 in Review

354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2022, worth a combined $3.66B — down 14% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HP positions and 34 closed out — a net gain of 10 holders — while 119 added to existing stakes and 133 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $78M. The largest seller was Sourcerock Group, cutting an estimated $34.3M.

  • 354 institutional investors held Helmerich & Payne (HP) as of Q3 2022, up from 346 in Q2 2022.
  • Funds reported $3.66B of Helmerich & Payne stock for Q3 2022, down 14% quarter-over-quarter.
  • 44 funds opened new Helmerich & Payne positions in Q3 2022 and 34 closed out, a net change of +10 holders.
  • The largest Helmerich & Payne buyer in Q3 2022 was Janus Henderson Group, an estimated $78M added.
  • The largest Helmerich & Payne seller in Q3 2022 was Sourcerock Group, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2022.