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Helmerich & Payne
HP

392 hedge funds and large institutions have $3.86B invested in Helmerich & Payne in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 127 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $13.4M

49% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 45

8.96% more ownership

Funds ownership: 98.34% → 107.31% (+9%)

5% more funds holding

Funds holding: 374 → 392 (+18)

7% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 127

6% less capital invested

Capital invested by funds: $4.13B → $3.86B (-$269M)

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
67
Increased
136
Reduced
127
Closed
45
Calls
$22.7M
Puts
$13.4M
Net Calls
+$9.23M
Net Calls Change
-$373K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$75.9M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$59.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$29.4M
4
AIM
ARGA Investment Management
Connecticut
+$28.6M
5
BlackRock
BlackRock
New York
+$27.1M

Top Sellers

Rank Fund Capital Flow
1
Squarepoint
Squarepoint
New York
-$30.7M
2
Walleye Capital
Walleye Capital
New York
-$19.9M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$15.3M
4
SIG
Senator Investment Group
New York
-$14.8M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
226
Park Avenue Securities
New York
$414K -$54.4K -1,406 -11%
TRCT
227
Tower Research Capital (TRC)
New York
$412K +$394K +10,184 +860%
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$410K -$221K -5,720 -34%
EF
229
Empirical Finance
Pennsylvania
$404K +$431K +11,159 New
QT
230
Quantbot Technologies
New York
$404K +$431K +11,149 New
Verition Fund Management
231
Verition Fund Management
Connecticut
$400K +$427K +11,041 New
PTC
232
Petrus Trust Company
Texas
$395K +$421K +10,893 New
SI
233
Stephens Inc
Arkansas
$392K -$5.68K -147 -1%
WG
234
Winton Group
United Kingdom
$387K +$44.5K +1,152 +12%
HCM
235
Hilton Capital Management
New York
$383K +$409K +10,584 New
Teacher Retirement System of Texas
236
Teacher Retirement System of Texas
Texas
$370K +$82.4K +2,132 +26%
NA
237
Navellier & Associates
Nevada
$365K +$103K +2,673 +36%
AIP
238
Ameritas Investment Partners
Nebraska
$365K +$12.4K +320 +3%
CIAS
239
Capital Investment Advisory Services
North Carolina
$363K +$4.68K +121 +1%
FB
240
Fulton Bank
Pennsylvania
$354K +$21.9K +566 +6%
GCM
241
Gibraltar Capital Management
Oklahoma
$349K – – –
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$347K +$370K +9,576 New
SAM
243
Shell Asset Management
Netherlands
$342K -$108K -2,790 -23%
IIC
244
Integrated Investment Consultants
Michigan
$342K -$773 -20 -0.2%
COI
245
Connable Office Inc
Michigan
$337K – – –
GCM
246
Graham Capital Management
Connecticut
$336K -$1.09M -28,305 -75%
PHK
247
Point72 Hong Kong
Hong Kong
$334K +$356K +9,219 New
MAM
248
Martingale Asset Management
Massachusetts
$320K -$447K -11,568 -57%
TW
249
Transform Wealth
Colorado
$320K -$3.33K -86 -1%
CCG
250
Catalina Capital Group
California
$319K +$341K +8,818 New
8 9
10
11 12

HP Hedge Fund Activity: Q4 2023 in Review

392 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2023, worth a combined $3.86B — down 6.5% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HP positions and 45 closed out — a net gain of 22 holders — while 136 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $75.9M. The largest seller was Squarepoint, exiting entirely with an estimated $30.7M sold.

  • 392 institutional investors held Helmerich & Payne (HP) as of Q4 2023, up from 374 in Q3 2023.
  • Funds reported $3.86B of Helmerich & Payne stock for Q4 2023, down 6.5% quarter-over-quarter.
  • 67 funds opened new Helmerich & Payne positions in Q4 2023 and 45 closed out, a net change of +22 holders.
  • The largest Helmerich & Payne buyer in Q4 2023 was Morgan Stanley, an estimated $75.9M added.
  • The largest Helmerich & Payne seller in Q4 2023 was Squarepoint, an estimated $30.7M sold.

Based on aggregated 13F filings for Q4 2023.