We are live on ! Find out more
HP icon

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
C
301
Covestor
United Kingdom
$45K +$22.2K +643 +77%
FCA
302
FinTrust Capital Advisors
South Carolina
$43.1K +$17.5K +506 +55%
GM
303
GeoWealth Management
Illinois
$41.8K +$47.4K +1,373 New
IA
304
IFP Advisors
Florida
$39.6K +$10.9K +315 +32%
LC
305
Lindbrook Capital
California
$36K -$8.95K -259 -18%
HCP
306
Hexagon Capital Partners
Arkansas
$34K +$6.25K +181 +19%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$32.1K +$4.35K +126 +14%
Nomura Asset Management
308
Nomura Asset Management
Japan
$31.3K
CFB
309
Cullen/Frost Bankers
Texas
$28.5K +$414 +12 +1%
Jones Financial Companies
310
Jones Financial Companies
Missouri
$27K +$3.56K +103 +13%
CTC
311
Central Trust Company
Missouri
$26.9K
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$25.9K -$1.49K -43 -5%
GRP
313
Global Retirement Partners
California
$24.5K -$14.4K -416 -34%
EIM
314
Essex Investment Management
Massachusetts
$22.3K
VCM
315
Versant Capital Management
Arizona
$22.1K
HIIFS
316
Harel Insurance Investments & Financial Services
Israel
$21K
MCM
317
Manchester Capital Management
Vermont
$20.5K
EWA
318
EverSource Wealth Advisors
Alabama
$20.3K +$4.35K +126 +23%
WT
319
Whittier Trust
California
$19.1K
HNB
320
Hilltop National Bank
Wyoming
$18.3K
S
321
SignatureFD
Georgia
$16.7K +$1.42K +41 +8%
GWM
322
Geneos Wealth Management
Colorado
$16.3K +$18.5K +536 New
PFBT
323
Parkside Financial Bank & Trust
Missouri
$15.8K +$7.05K +204 +65%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$15.2K
NC
325
nVerses Capital
Florida
$15.2K +$17.3K +500 New

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.