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Helmerich & Payne

385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

1% more funds holding

Funds holding: 383385 (+2)

0.28% less ownership

Funds ownership: 107.44%107.15% (-0.28%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

16% less capital invested

Capital invested by funds: $3.83B → $3.23B (-$607M)

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $44.5M

Holders
385
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
132
Reduced
137
Closed
51
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$415K
FIM
227
Fruth Investment Management
Texas
$408K +$27.6K +800 +6%
CC
228
Corton Capital
Ontario, Canada
$396K +$120K +3,474 +36%
KA
229
KLCM Advisors
Wisconsin
$395K
Pictet Asset Management
230
Pictet Asset Management
Switzerland
$391K
EIP
231
Ellis Investment Partners
Pennsylvania
$390K +$106K +3,082 +32%
OW
232
Olistico Wealth
Oklahoma
$382K
RJFSA
233
Raymond James Financial Services Advisors
Florida
$379K -$345K -9,984 -44%
SG Americas Securities
234
SG Americas Securities
New York
$370K -$138K -3,987 -25%
MG
235
Mather Group
Illinois
$368K -$36K -1,041 -8%
CAI
236
Capital Advisors Inc
Oklahoma
$368K
OAM
237
Oxford Asset Management
United Kingdom
$358K +$407K +11,771 New
EF
238
Empirical Finance
Pennsylvania
$342K -$35 -1 -0%
PI
239
PEAK6 Investments
Illinois
$340K +$386K +11,164 New
COI
240
Connable Office Inc
Michigan
$338K
AI
241
Atria Investments
North Carolina
$331K -$109K -3,144 -22%
KAS
242
Kestra Advisory Services
Texas
$321K -$17.9K -517 -5%
IIC
243
Integrated Investment Consultants
Michigan
$316K +$50.2K +1,454 +16%
TCM
244
Teza Capital Management
Illinois
$313K +$356K +10,295 New
HCM
245
Hodges Capital Management
Texas
$312K -$17.3K -500 -5%
FB
246
Fulton Bank
Pennsylvania
$308K +$28.5K +825 +9%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$300K -$7.91K -229 -2%
AIP
248
Ameritas Investment Partners
Nebraska
$296K
RI
249
Ridgewood Investments
New Jersey
$290K -$97.1K -2,812 -23%
TD Asset Management
250
TD Asset Management
Ontario, Canada
$285K -$370K -10,700 -53%

HP Hedge Fund Activity: Q3 2024 in Review

385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.

The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.

  • 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
  • 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
  • The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
  • The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2024.