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Helmerich & Payne
HP

312 hedge funds and large institutions have $2.2B invested in Helmerich & Payne in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $35.7M | Put options by funds: $33.3M

4% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 48

1% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 103

1% less funds holding

Funds holding: 314 → 312 (-2)

2.55% less ownership

Funds ownership: 88.74% → 86.19% (-2.5%)

16% less capital invested

Capital invested by funds: $2.62B → $2.2B (-$427M)

Holders
312
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
104
Reduced
103
Closed
48
Calls
$35.7M
Puts
$33.3M
Net Calls
+$2.43M
Net Calls Change
+$4.62M

Top Buyers

Rank Fund Capital Flow
1
CCMG
Clark Capital Management Group
Pennsylvania
+$25.9M
2
SG
Sourcerock Group
Colorado
+$21.2M
3
GIP
Granite Investment Partners
California
+$20.8M
4
BlackRock
BlackRock
New York
+$14.9M
5
AIM
ARGA Investment Management
Connecticut
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$161M
2
Ameriprise
Ameriprise
Minnesota
-$16.7M
3
Two Sigma Investments
Two Sigma Investments
New York
-$15.7M
4
WCM
Wedge Capital Management
North Carolina
-$14M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
301
Covestor
United Kingdom
$1K +$598 +21 New
AIM
302
AHL Investment Management
Florida
$1K +$826 +29 New
PMFA
303
Plante Moran Financial Advisors
Michigan
$1K +$855 +30 New
CA
304
Centerpoint Advisors
Massachusetts
$1K +$969 +34 New
JWA
305
JFS Wealth Advisors
Pennsylvania
$1K +$1.03K +36 New
WCM
306
Wedge Capital Management
North Carolina
– -$14M -509,635 Closed
CS
307
Candriam SCA
Luxembourg
– -$8.76M -319,585 Closed
KHCM
308
Kettle Hill Capital Management
New York
– -$7M -255,350 Closed
MCM
309
Masters Capital Management
Georgia
– -$5.48M -200,000 Closed
CC
310
Carlson Capital
Texas
– -$2.82M -103,000 Closed
Man Group
311
Man Group
United Kingdom
– -$2.56M -93,523 Closed
JG
312
Jefferies Group
New York
– -$2.16M -78,637 Closed
Arrowstreet Capital
313
Arrowstreet Capital
Massachusetts
– -$929K -33,900 Closed
OAM
314
Oberweis Asset Management
Illinois
– -$773K -28,195 Closed
SEI Investments
315
SEI Investments
Pennsylvania
– -$695K -25,878 Closed
DTL
316
Dynamic Technology Lab
Singapore
– -$592K -21,610 Closed
Capital Fund Management (CFM)
317
Capital Fund Management (CFM)
France
– -$543K -19,052 Closed
TI
318
Trexquant Investment
Connecticut
– -$513K -18,730 Closed
Baird Financial Group
319
Baird Financial Group
Wisconsin
– -$325K -11,875 Closed
QIM
320
Quantitative Investment Management
Virginia
– -$318K -11,602 Closed
CG
321
Clarus Group
Texas
– -$312K -11,399 Closed
FRM
322
Fox Run Management
Connecticut
– -$282K -10,280 Closed
KA
323
Kovack Advisors
Florida
– -$268K -9,776 Closed
HIS
324
Harvest Investment Services
Illinois
– -$257K -9,386 Closed
JAM
325
Jupiter Asset Management
United Kingdom
– -$255K -9,291 Closed
11 12
13
14 15

HP Hedge Fund Activity: Q4 2021 in Review

312 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2021, worth a combined $2.2B — down 16% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new HP positions and 48 closed out — a net gain of 2 holders — while 104 added to existing stakes and 103 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $25.9M. The largest seller was Boston Partners, cutting an estimated $161M.

  • 312 institutional investors held Helmerich & Payne (HP) as of Q4 2021, down from 314 in Q3 2021.
  • Funds reported $2.2B of Helmerich & Payne stock for Q4 2021, down 16% quarter-over-quarter.
  • 50 funds opened new Helmerich & Payne positions in Q4 2021 and 48 closed out, a net change of +2 holders.
  • The largest Helmerich & Payne buyer in Q4 2021 was Clark Capital Management Group, an estimated $25.9M added.
  • The largest Helmerich & Payne seller in Q4 2021 was Boston Partners, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2021.