We are live on ! Find out more
HP icon

Helmerich & Payne
HP

378 hedge funds and large institutions have $3.47B invested in Helmerich & Payne in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 131 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $31M

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 131

0.21% more ownership

Funds ownership: 92.47% → 92.68% (+0.21%)

5% less funds holding

Funds holding: 397 → 378 (-19)

21% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 73

24% less capital invested

Capital invested by funds: $4.6B → $3.47B (-$1.13B)

100% less funds holding in top 10

Funds holding in top 10: 5 → 0 (-5)

Holders
378
Holders Change
-19
Holders Change %
-4.79%
% of All Funds
6.02%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
137
Reduced
131
Closed
73
Calls
$34.4M
Puts
$31M
Net Calls
+$3.4M
Net Calls Change
-$17.6M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$28.5M
2
Squarepoint
Squarepoint
New York
+$21.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$17.8M
4
GACM
Global Alpha Capital Management
Quebec, Canada
+$16.3M
5
BlackRock
BlackRock
New York
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$116M
2
ACM
Anomaly Capital Management
New York
-$49.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.8M
4
Goldman Sachs
Goldman Sachs
New York
-$23.4M
5
PC
PointState Capital
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMRF
226
Illinois Municipal Retirement Fund
Illinois
$387K +$468K +10,839 New
Creative Planning
227
Creative Planning
Kansas
$378K +$60.7K +1,406 +15%
MNBTD
228
Moody National Bank Trust Division
Texas
$378K +$93.5K +2,168 +26%
AIM
229
ARGA Investment Management
Connecticut
$363K – – –
BF
230
BOK Financial
Oklahoma
$358K -$263K -6,106 -38%
CIAS
231
Capital Investment Advisory Services
North Carolina
$357K -$9.32K -216 -2%
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$353K +$426K +9,881 New
SI
233
Stephens Inc
Arkansas
$352K -$5.52K -128 -1%
PAG
234
Private Advisor Group
New Jersey
$348K +$420K +9,723 New
GCM
235
Gibraltar Capital Management
Oklahoma
$344K – – –
MG
236
Mather Group
Illinois
$339K -$43 -1 -0%
ACM
237
Acrisure Capital Management
Texas
$333K +$174K +4,035 +77%
Walleye Capital
238
Walleye Capital
New York
$317K +$383K +8,871 New
KBC Group
239
KBC Group
Belgium
$316K – – –
FRM
240
Fox Run Management
Connecticut
$310K +$374K +8,671 New
TSS
241
Two Sigma Securities
New York
$309K +$169K +3,907 +82%
CGH
242
Crossmark Global Holdings
Texas
$308K +$7.55K +175 +2%
UCFA
243
United Capital Financial Advisors
Texas
$305K -$14K -325 -4%
M&T Bank
244
M&T Bank
New York
$301K -$49.9K -1,156 -12%
BHCM
245
Boulder Hill Capital Management
New York
$300K +$362K +8,400 New
TW
246
Transform Wealth
Colorado
$299K +$361K +8,364 New
AIP
247
Ameritas Investment Partners
Nebraska
$288K – – –
PFG
248
PAX Financial Group
Texas
$285K +$38.4K +889 +13%
Cambridge Investment Research Advisors
249
Cambridge Investment Research Advisors
Iowa
$281K -$28.1K -651 -8%
BFM
250
Boothbay Fund Management
New York
$281K -$38.7K -896 -10%
8 9
10
11 12

HP Hedge Fund Activity: Q1 2023 in Review

378 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2023, worth a combined $3.47B — down 24% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of HP and 58 opened new positions — a net loss of 15 holders — while 131 trimmed existing stakes and 137 added.

The largest buyer was Vanguard Group, adding an estimated $28.5M. The largest seller was AllianceBernstein, cutting an estimated $116M.

  • 378 institutional investors held Helmerich & Payne (HP) as of Q1 2023, down from 397 in Q4 2022.
  • Funds reported $3.47B of Helmerich & Payne stock for Q1 2023, down 24% quarter-over-quarter.
  • 58 funds opened new Helmerich & Payne positions in Q1 2023 and 73 closed out, a net change of -15 holders.
  • The largest Helmerich & Payne buyer in Q1 2023 was Vanguard Group, an estimated $28.5M added.
  • The largest Helmerich & Payne seller in Q1 2023 was AllianceBernstein, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2023.