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Helmerich & Payne
HP

Overview Fund Activity

361 hedge funds and large institutions have $3.4B invested in Helmerich & Payne in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 134 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-15
Holders Change %
-3.99%
% of All Funds
5.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
127
Reduced
134
Closed
59
Calls
$18.9M
Puts
$12M
Net Calls
+$6.9M
Net Calls Change
+$3.5M

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
+$80.1M
2
ECA
Encompass Capital Advisors
New York
+$24.6M
3
SG
Sourcerock Group
Colorado
+$22.7M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$21.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.8M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$63.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$61.9M
3
BlackRock
BlackRock
New York
-$15.2M
4
Millennium Management
Millennium Management
New York
-$13.5M
5
Principal Financial Group
Principal Financial Group
Iowa
-$9.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
301
Whittier Trust
California
$22.2K – – –
PA
302
Parallel Advisors
California
$21.9K -$2.45K -69 -10%
PTC
303
Private Trust Company
Ohio
$20.6K -$106 -3 -0.5%
CCA
304
Column Capital Advisors
Indiana
$19.5K – – –
AF
305
Allworth Financial
California
$18.9K +$11.7K +331 +164%
S
306
SignatureFD
Georgia
$18.4K -$14.7K -416 -44%
BTI
307
Blue Trust Inc
Georgia
$18K -$174 -5 -1%
BC
308
Bartlett & Co
Ohio
$18K – – –
BCWM
309
Bartlett & Co Wealth Management
Ohio
$17.7K – – –
GRP
310
Global Retirement Partners
California
$16.9K -$2.02K -57 -11%
CAL
311
Capital Advisors Ltd
Ohio
$16K +$16K +457 New
EWA
312
EverSource Wealth Advisors
Alabama
$15.5K +$12.9K +363 +491%
BBHC
313
Brown Brothers Harriman & Co
New York
$15.1K -$2.13K -60 -12%
Barrow, Hanley, Mewhinney & Strauss
314
Barrow, Hanley, Mewhinney & Strauss
Texas
$14K +$4.04K +114 +41%
PFBT
315
Parkside Financial Bank & Trust
Missouri
$12.8K -$106 -3 -0.8%
AF
316
Advisornet Financial
Minnesota
$12.4K -$142 -4 -1%
GWM
317
Guardian Wealth Management
Illinois
$11.4K – – –
CPA
318
Cowen Prime Advisors
New York
$10.6K – – –
OP
319
ORG Partners
Indiana
$10.1K +$10.1K +283 New
QC
320
Quent Capital
New York
$9.89K – – –
FFL
321
Financial Freedom LLC
Ohio
$9.23K – – –
BWP
322
Baldwin Wealth Partners
Massachusetts
$8.9K -$35 -1 -0.4%
FGAM
323
Financial Gravity Asset Management
Texas
$8.3K -$237 -1 -3%
C
324
Covestor
United Kingdom
$8K -$36 -1 -0.5%
TCM
325
TD Capital Management
Tennessee
$7.33K – – –
11 12
13
14 15