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Helmerich & Payne
HP

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: 346 → 354 (+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: 6 → 2 (-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

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$78M
2
Millennium Management
Millennium Management
New York
+$35.4M
3
MIM
Merewether Investment Management
Texas
+$18.2M
4
Goldman Sachs
Goldman Sachs
New York
+$14.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$9.29M

Top Sellers

Rank Fund Capital Flow
1
SG
Sourcerock Group
Colorado
-$34.3M
2
VanEck Associates
VanEck Associates
New York
-$30.3M
3
DCM
Driehaus Capital Management
Illinois
-$15.8M
4
Principal Financial Group
Principal Financial Group
Iowa
-$14.5M
5
BlackRock
BlackRock
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
301
Brown Brothers Harriman & Co
New York
$16K – – –
RTC
302
Riverview Trust Company
Washington
$15K – – –
PFBT
303
Parkside Financial Bank & Trust
Missouri
$13K – – –
GWMI
304
Guardian Wealth Management (Illinois)
Illinois
$12K -$84 -2 -0.6%
AF
305
Advisornet Financial
Minnesota
$12K – – –
CPA
306
Cowen Prime Advisors
New York
$11K – – –
EWA
307
EverSource Wealth Advisors
Alabama
$11K +$4.08K +97 +48%
HNB
308
Huntington National Bank
Ohio
$10K +$2.02K +48 +23%
Bessemer Group
309
Bessemer Group
New Jersey
$10K +$6.69K +159 +159%
SAM
310
Storebrand Asset Management
Norway
$9.98K – – –
ARMC
311
American Research & Management Company
Massachusetts
$9K – – –
CFB
312
Cullen/Frost Bankers
Texas
$9K – – –
C
313
Covestor
United Kingdom
$8K -$84 -2 -0.9%
SWM
314
Selective Wealth Management
Virginia
$8K – – –
SIS
315
Sound Income Strategies
Florida
$8K +$1.3K +31 +17%
TCM
316
TD Capital Management
Tennessee
$8K +$8.71K +207 New
TF
317
Tompkins Financial
New York
$7K – – –
TC
318
Trust Company
Kansas
$7K – – –
LFG
319
Larson Financial Group
Missouri
$7K +$42 +1 +0.6%
SOW
320
State of Wyoming
Wyoming
$6K -$10.8K -257 -62%
CMP
321
Coston McIsaac & Partners
Maine
$6K – – –
POIA
322
Pin Oak Investment Advisors
Texas
$6K – – –
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$6K +$2.9K +69 +71%
SIC
324
SJS Investment Consulting
Ohio
$6K +$6.23K +148 New
HFS
325
Hantz Financial Services
Michigan
$5K -$2.02K -48 -28%
11 12
13
14 15

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.