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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
APP
251
Avantax Planning Partners
Iowa
$210K +$199K +5,830 New
CPWA
252
Cerro Pacific Wealth Advisors
California
$205K +$194K +5,677 New
PWPS
253
Pinnacle Wealth Planning Services
Ohio
$195K +$2.9K +85 +2%
GI
254
GAMMA Investing
California
$180K +$15.1K +443 +10%
Jones Financial Companies
255
Jones Financial Companies
Missouri
$147K +$42.2K +1,236 +44%
S
256
SignatureFD
Georgia
$134K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$127K -$147K -4,307 -55%
SCM
258
Sterling Capital Management
North Carolina
$119K -$77.8K -2,282 -41%
SS
259
SBI Securities
Japan
$117K -$36.1K -1,058 -25%
KBC Group
260
KBC Group
Belgium
$111K
SAI
261
Savvy Advisors Inc
New York
$109K +$103K +3,015 New
SAM
262
Smartleaf Asset Management
Massachusetts
$106K -$26.4K -775 -21%
SO
263
STRS Ohio
Ohio
$101K +$95.5K +2,800 New
HFS
264
Hantz Financial Services
Michigan
$92K +$9.89K +290 +13%
BNP Paribas Asset Management
265
BNP Paribas Asset Management
France
$91.1K +$17.5K +513 +25%
PA
266
Parallel Advisors
California
$83.4K +$2.9K +85 +4%
AF
267
Allworth Financial
California
$82.8K +$58.6K +1,717 +296%
RC
268
Rexford Capital
Texas
$79.3K -$252K -7,400 -77%
EB
269
Eastern Bank
Massachusetts
$72.7K
CCM
270
Chilton Capital Management
Texas
$72.1K
Nomura Asset Management
271
Nomura Asset Management
Japan
$69.9K
QT
272
Quantbot Technologies
New York
$64.3K -$5.14M -150,784 -99%
ASN
273
Advisory Services Network
Georgia
$63.1K +$59.8K +1,752 New
VCM
274
Versant Capital Management
Arizona
$55.8K
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$53.5K -$9.65K -283 -16%