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Helmerich & Payne
HP

Overview Fund Activity

402 hedge funds and large institutions have $4.36B invested in Helmerich & Payne in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 156 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+11
Holders Change %
+2.81%
% of All Funds
5.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
63
Increased
133
Reduced
156
Closed
47
Calls
$21.3M
Puts
$13.4M
Net Calls
+$7.9M
Net Calls Change
-$1.34M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$32.7M
2
Charles Schwab
Charles Schwab
California
+$23M
3
Victory Capital Management
Victory Capital Management
Texas
+$21.9M
4
AIM
ARGA Investment Management
Connecticut
+$20.7M
5
American Century Companies
American Century Companies
Missouri
+$12.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$78.2M
2
BlackRock
BlackRock
New York
-$43.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$15.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$13.6M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
251
Martingale Asset Management
Massachusetts
$371K -$631 -15 -0.2%
AA
252
ALPS Advisors
Colorado
$368K +$62.3K +1,481 +20%
NYLIM
253
New York Life Investment Management
New York
$363K +$363K +8,624 New
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$359K -$660K -15,681 -65%
AA
255
AlphaMark Advisors
Kentucky
$354K +$87.1K +2,068 +33%
DG
256
DMC Group
Alabama
$350K +$3.03K +72 +0.9%
M&T Bank
257
M&T Bank
New York
$342K -$16.1K -384 -5%
PFG
258
PAX Financial Group
Texas
$340K -$6.06K -144 -2%
FFA
259
Farther Finance Advisors
California
$321K +$62K +1,468 +24%
CGH
260
Crossmark Global Holdings
Texas
$317K -$8.41K -200 -3%
OR
261
Olympiad Research
Connecticut
$315K -$32.1K -764 -9%
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$311K +$57.2K +1,359 +23%
EIP
263
Ellis Investment Partners
Pennsylvania
$309K -$60.1K -1,429 -16%
SAM
264
Shell Asset Management
Netherlands
$309K -$31.7K -878 -9%
Osaic Holdings
265
Osaic Holdings
Arizona
$307K -$946K -22,478 -76%
KA
266
Keene & Associates
Texas
$293K -$5.26K -125 -2%
Lido Advisors
267
Lido Advisors
California
$292K +$6.81K +162 +2%
XT
268
XTX Topco
Cayman Islands
$292K +$292K +6,933 New
VI
269
Vestcor Inc
New Brunswick, Canada
$290K +$290K +6,894 New
GJWM
270
Gilliland Jeter Wealth Management
Arkansas
$286K – – –
A
271
AlphaQuest
New York
$280K -$1.24M -29,428 -82%
TC
272
TownSquare Capital
Utah
$279K +$279K +6,628 New
JFG
273
Jefferies Financial Group
New York
$275K +$275K +6,538 New
SFA
274
Sequoia Financial Advisors
Ohio
$268K +$6.86K +163 +3%
CIM
275
Cambria Investment Management
California
$268K +$268K +6,368 New
9 10
11
12 13