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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
BTI
276
Blue Trust Inc
Georgia
$51.1K
RIL
277
Rothschild Investment LLC
Illinois
$48.2K
EWA
278
EverSource Wealth Advisors
Alabama
$45.9K +$4.57K +134 +12%
CFB
279
Cullen/Frost Bankers
Texas
$35.9K +$239 +7 +0.7%
SL
280
Salomon & Ludwin
Virginia
$35.6K +$9K +264 +35%
IA
281
IFP Advisors
Florida
$32.6K +$102 +3 +0.3%
PFBT
282
Parkside Financial Bank & Trust
Missouri
$32.6K +$12.2K +357 +65%
MCM
283
MAI Capital Management
Ohio
$32.1K +$7.43K +218 +32%
CTC
284
Central Trust Company
Missouri
$31.9K
HNB
285
Huntington National Bank
Ohio
$29.1K
PTC
286
Private Trust Company
Ohio
$27.6K -$1.23K -36 -4%
CIAM
287
Caitong International Asset Management
Hong Kong
$27.5K +$26K +762 New
HCA
288
Harbor Capital Advisors
Illinois
$27K -$992K -29,093 -98%
EIM
289
Essex Investment Management
Massachusetts
$26.4K
KAS
290
Kemnay Advisory Services
New York
$23.4K +$22.1K +649 New
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$22.4K -$2.56K -75 -11%
BCWM
292
Bartlett & Co Wealth Management
Ohio
$20.3K
SIS
293
Sound Income Strategies
Florida
$20K +$102 +3 +0.5%
UB
294
UMB Bank
Missouri
$18.8K +$409 +12 +2%
Bessemer Group
295
Bessemer Group
New Jersey
$18K
RFP
296
Root Financial Partners
California
$17.7K +$7.16K +210 +75%
GIA
297
GHP Investment Advisors
Colorado
$16.4K
Los Angeles Capital Management
298
Los Angeles Capital Management
California
$15.7K
PPC
299
Park Place Capital
Alabama
$13.7K
PWMG
300
Private Wealth Management Group
New Jersey
$13.7K -$580 -17 -4%