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Helmerich & Payne
HP

Overview Fund Activity

384 hedge funds and large institutions have $3.21B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
–
Holders Change %
0%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
55
Increased
131
Reduced
137
Closed
53
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$14.3M
2
BlackRock
BlackRock
New York
+$12.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.2M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$10.8M
5
Morgan Stanley
Morgan Stanley
New York
+$10.5M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$990M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$34.7M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$30.4M
4
BTW
Boston Trust Walden
Massachusetts
-$26.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWA
276
Cerro Pacific Wealth Advisors
California
$205K – – –
TC
277
TownSquare Capital
Utah
$203K -$1.31K -43 -0.6%
Corient Private Wealth
278
Corient Private Wealth
Florida
$203K -$409K -13,431 -67%
AIM
279
Aigen Investment Management
New York
$203K -$33.2K -1,090 -14%
FFA
280
Farther Finance Advisors
California
$195K -$943 -31 -0.5%
QCG
281
Quadrant Capital Group
Ohio
$148K -$29.9K -982 -17%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$144K -$6.89K -227 -5%
SOW
283
State of Wyoming
Wyoming
$137K +$45.7K +1,501 +50%
CA
284
Clearstead Advisors
Ohio
$133K – – –
Lazard Asset Management
285
Lazard Asset Management
New York
$122K -$4.03K -133 -3%
DWM
286
Darwin Wealth Management
Florida
$106K +$106K +3,479 New
KBC Group
287
KBC Group
Belgium
$95K +$16.1K +529 +20%
SO
288
STRS Ohio
Ohio
$91.3K -$63.9K -2,100 -41%
Ohio Public Employees Retirement System (OPERS)
289
Ohio Public Employees Retirement System (OPERS)
Ohio
$75.2K +$3.07K +101 +4%
UB
290
UMB Bank
Missouri
$74.1K +$5.63K +185 +8%
EB
291
Eastern Bank
Massachusetts
$61.4K +$61.4K +2,017 New
CCM
292
Chilton Capital Management
Texas
$60.8K – – –
GI
293
GAMMA Investing
California
$59.9K -$6.6K -217 -10%
BTI
294
Blue Trust Inc
Georgia
$55K +$30.9K +854 +128%
Federated Hermes
295
Federated Hermes
Pennsylvania
$52.4K +$20.1K +662 +62%
TRCT
296
Tower Research Capital (TRC)
New York
$48.7K -$279K -9,173 -85%
QL
297
Quarry LP
New York
$48.3K +$48.3K +1,589 New
SAM
298
Smartleaf Asset Management
Massachusetts
$46.1K +$1.02K +34 +2%
CFM
299
Catalyst Funds Management
Australia
$45.6K +$36.5K +1,200 +400%
C
300
Covestor
United Kingdom
$45K +$19.6K +643 +77%
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