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Helmerich & Payne

385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

1% more funds holding

Funds holding: 383385 (+2)

0.28% less ownership

Funds ownership: 107.44%107.15% (-0.28%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

16% less capital invested

Capital invested by funds: $3.83B → $3.23B (-$607M)

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $44.5M

Holders
385
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
132
Reduced
137
Closed
51
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
276
Gilliland Jeter Wealth Management
Arkansas
$207K
CPWA
277
Cerro Pacific Wealth Advisors
California
$205K
TC
278
TownSquare Capital
Utah
$203K -$1.49K -43 -0.6%
Corient Private Wealth
279
Corient Private Wealth
Florida
$203K -$464K -13,431 -67%
AIM
280
Aigen Investment Management
New York
$203K -$37.6K -1,090 -14%
FFA
281
Farther Finance Advisors
California
$195K -$1.07K -31 -0.5%
QCG
282
Quadrant Capital Group
Ohio
$148K -$33.9K -982 -17%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$144K -$7.84K -227 -5%
SOW
284
State of Wyoming
Wyoming
$137K +$51.8K +1,501 +50%
CA
285
Clearstead Advisors
Ohio
$133K
Lazard Asset Management
286
Lazard Asset Management
New York
$122K -$4.59K -133 -3%
DWM
287
Darwin Wealth Management
Florida
$106K +$120K +3,479 New
KBC Group
288
KBC Group
Belgium
$95K +$18.3K +529 +20%
SO
289
STRS Ohio
Ohio
$91.3K -$72.5K -2,100 -41%
Ohio Public Employees Retirement System (OPERS)
290
Ohio Public Employees Retirement System (OPERS)
Ohio
$75.2K +$3.49K +101 +4%
UB
291
UMB Bank
Missouri
$74.1K +$6.39K +185 +8%
EB
292
Eastern Bank
Massachusetts
$61.4K +$69.7K +2,017 New
CCM
293
Chilton Capital Management
Texas
$60.8K
GI
294
GAMMA Investing
California
$59.9K -$7.5K -217 -10%
BTI
295
Blue Trust Inc
Georgia
$55K +$29.5K +854 +128%
Federated Hermes
296
Federated Hermes
Pennsylvania
$52.4K +$22.9K +662 +62%
TRCT
297
Tower Research Capital (TRC)
New York
$48.7K -$317K -9,173 -85%
QL
298
Quarry LP
New York
$48.3K +$54.9K +1,589 New
SAM
299
Smartleaf Asset Management
Massachusetts
$46.1K +$1.17K +34 +2%
CFM
300
Catalyst Funds Management
Australia
$45.6K +$41.4K +1,200 +400%

HP Hedge Fund Activity: Q3 2024 in Review

385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.

The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.

  • 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
  • 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
  • The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
  • The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2024.