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Helmerich & Payne

354 hedge funds and large institutions have $3.66B invested in Helmerich & Payne in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $19.9M

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

2% more funds holding

Funds holding: 346354 (+8)

0.33% more ownership

Funds ownership: 93.79%94.13% (+0.33%)

11% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 133

14% less capital invested

Capital invested by funds: $4.25B → $3.66B (-$587M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
6.1%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
119
Reduced
133
Closed
34
Calls
$35.1M
Puts
$19.9M
Net Calls
+$15.2M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
276
Nomura Asset Management
Japan
$61.4K
VCM
277
Versant Capital Management
Arizona
$51K +$168 +4 +0.3%
SWM
278
Sugarloaf Wealth Management
Georgia
$50K +$27.2K +647 +92%
APA
279
American Portfolios Advisors
New York
$47.4K -$14.7K -349 -21%
S
280
SignatureFD
Georgia
$39K -$3.07K -73 -7%
HIIFS
281
Harel Insurance Investments & Financial Services
Israel
$39K
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$39K +$1.14K +27 +3%
LC
283
Lindbrook Capital
California
$37K -$1.18K -28 -3%
SCM
284
Silvant Capital Management
Georgia
$34K
TWA
285
TCI Wealth Advisors
Arizona
$34K +$2.23K +53 +6%
HMS
286
Hanseatic Management Services
New Mexico
$32K +$36.4K +866 New
DI
287
Disciplined Investments
Oklahoma
$31K
FCA
288
FinTrust Capital Advisors
South Carolina
$27K +$1.77K +42 +7%
BTI
289
Blue Trust Inc
Georgia
$27K +$6.86K +163 +35%
QC
290
Quent Capital
New York
$25K
PA
291
Parallel Advisors
California
$25K +$2.02K +48 +8%
PTC
292
Private Trust Company
Ohio
$25K +$17.3K +412 +164%
GRP
293
Global Retirement Partners
California
$24K +$9.34K +222 +87%
WT
294
Whittier Trust
California
$23K
Mitsubishi UFJ Trust & Banking
295
Mitsubishi UFJ Trust & Banking
Japan
$21K -$569K -13,520 -96%
CCA
296
Column Capital Advisors
Indiana
$20K
AA
297
AlphaMark Advisors
Kentucky
$20K +$23.1K +549 New
BC
298
Bartlett & Co
Ohio
$19K
BCWM
299
Bartlett & Co Wealth Management
Ohio
$18.6K
HL
300
Harding Loevner
New Jersey
$16K -$21.1K -501 -53%

HP Hedge Fund Activity: Q3 2022 in Review

354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2022, worth a combined $3.66B — down 14% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HP positions and 34 closed out — a net gain of 10 holders — while 119 added to existing stakes and 133 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $78M. The largest seller was Sourcerock Group, cutting an estimated $34.3M.

  • 354 institutional investors held Helmerich & Payne (HP) as of Q3 2022, up from 346 in Q2 2022.
  • Funds reported $3.66B of Helmerich & Payne stock for Q3 2022, down 14% quarter-over-quarter.
  • 44 funds opened new Helmerich & Payne positions in Q3 2022 and 34 closed out, a net change of +10 holders.
  • The largest Helmerich & Payne buyer in Q3 2022 was Janus Henderson Group, an estimated $78M added.
  • The largest Helmerich & Payne seller in Q3 2022 was Sourcerock Group, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2022.