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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
4.61%
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
WC
226
Waterloo Capital
Texas
$267K +$253K +7,405 New
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$266K +$252K +7,396 New
TRCT
228
Tower Research Capital (TRC)
New York
$266K +$87.7K +2,572 +53%
Verition Fund Management
229
Verition Fund Management
Connecticut
$261K -$259K -7,583 -51%
WG
230
Winton Group
United Kingdom
$259K +$246K +7,200 New
GPWM
231
Grant Private Wealth Management
California
$256K +$242K +7,110 New
Sumitomo Mitsui Trust Group
232
Sumitomo Mitsui Trust Group
Japan
$252K
CGH
233
Crossmark Global Holdings
Texas
$251K -$3.07K -90 -1%
Corient Private Wealth
234
Corient Private Wealth
Florida
$245K -$357K -10,472 -61%
BC
235
Bayforest Capital
United Kingdom
$244K -$210K -6,164 -48%
Ensign Peak Advisors
236
Ensign Peak Advisors
Utah
$236K
D.E. Shaw & Co
237
D.E. Shaw & Co
New York
$235K +$222K +6,515 New
Brown Advisory
238
Brown Advisory
Maryland
$233K -$265K -7,777 -55%
BHCM
239
Brevan Howard Capital Management
Jersey
$229K +$217K +6,367 New
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$229K +$217K +6,354 New
JF
241
Jump Financial
Illinois
$229K +$217K +6,354 New
IIC
242
Integrated Investment Consultants
Michigan
$225K +$213K +6,257 New
QCG
243
Quadrant Capital Group
Ohio
$224K +$69.3K +2,032 +49%
LFA
244
Legacy Financial Advisors
Kentucky
$222K +$210K +6,148 New
CL
245
Choreo LLC
Illinois
$220K +$209K +6,117 New
ABLA
246
Alan B. Lancz & Associates
Ohio
$220K -$30.7K -900 -13%
GAM
247
Gotham Asset Management
New York
$219K +$207K +6,080 New
Cambridge Investment Research Advisors
248
Cambridge Investment Research Advisors
Iowa
$214K +$202K +5,931 New
AWM
249
Adams Wealth Management
Utah
$213K +$202K +5,912 New
CI
250
CacheTech Inc
Utah
$213K +$202K +5,912 New