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Helmerich & Payne
HP

323 hedge funds and large institutions have $2.27B invested in Helmerich & Payne in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 76 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $1.41B → $2.27B (+$856M)

32% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 44

3% more funds holding

Funds holding: 313 → 323 (+10)

1.26% more ownership

Funds ownership: 89.59% → 90.85% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

46% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 140

71% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $56.8M

Holders
323
Holders Change
+10
Holders Change %
+3.19%
% of All Funds
5.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
58
Increased
76
Reduced
140
Closed
44
Calls
$16.5M
Puts
$56.8M
Net Calls
-$40.3M
Net Calls Change
-$16.2M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$134M
2
Bank of America
Bank of America
North Carolina
+$19.7M
3
BlackRock
BlackRock
New York
+$10.8M
4
BIP
Brandes Investment Partners
California
+$5.28M
5
IAM
Impala Asset Management
Florida
+$4.79M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$16.2M
2
Two Sigma Investments
Two Sigma Investments
New York
-$15.1M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$14.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.67M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
326
Citizens Business Bank
California
– -$613K -41,815 Closed
BF
327
BOK Financial
Oklahoma
– -$550K -37,511 Closed
MWNA
328
Marshall Wace North America
New York
– -$470K -32,086 Closed
LP
329
LMR Partners
United Kingdom
– -$442K -30,167 Closed
CC
330
Centiva Capital
New York
– -$422K -28,780 Closed
Simplex Trading
331
Simplex Trading
Illinois
– -$535K -27,617 Closed
HW
332
Hancock Whitney
Mississippi
– -$358K -24,425 Closed
PP
333
PDT Partners
New York
– -$343K -23,400 Closed
CANY
334
Caxton Associates (New York)
New York
– -$340K -23,187 Closed
GAMA
335
Graticule Asia Macro Advisors
New York
– -$318K -21,690 Closed
VC
336
Veracity Capital
Georgia
– -$20K -18,856 Closed
Massachusetts Financial Services
337
Massachusetts Financial Services
Massachusetts
– -$246K -16,784 Closed
BCI
338
Brinker Capital Investments
Pennsylvania
– -$243K -16,570 Closed
VAM
339
Verity Asset Management
North Carolina
– -$198K -13,519 Closed
Marshall Wace
340
Marshall Wace
United Kingdom
– -$198K -13,501 Closed
SLI
341
Sumitomo Life Insurance
Japan
– -$193K -13,203 Closed
HCM
342
Hodges Capital Management
Texas
– -$150K -10,266 Closed
GT
343
Glenmede Trust
Pennsylvania
– -$55K -3,807 Closed
PCM
344
Prelude Capital Management
New York
– -$50K -3,394 Closed
Parallax Volatility Advisers
345
Parallax Volatility Advisers
California
– -$44K -2,976 Closed
TH
346
TCTC Holdings
Texas
– -$42K -2,900 Closed
SO
347
STRS Ohio
Ohio
– -$21K -1,440 Closed
DI
348
Dalton Investments
Nevada
– -$12K -800 Closed
FHA
349
Flagship Harbor Advisors
Massachusetts
– -$9K -671 Closed
PFS
350
Prospera Financial Services
Texas
– -$5K -317 Closed
11 12 13
14
15

HP Hedge Fund Activity: Q4 2020 in Review

323 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2020, worth a combined $2.27B — up 61% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HP positions and 44 closed out — a net gain of 14 holders — while 76 added to existing stakes and 140 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $134M. The largest seller was Bank of Montreal, cutting an estimated $16.2M.

  • 323 institutional investors held Helmerich & Payne (HP) as of Q4 2020, up from 313 in Q3 2020.
  • Funds reported $2.27B of Helmerich & Payne stock for Q4 2020, up 61% quarter-over-quarter.
  • 58 funds opened new Helmerich & Payne positions in Q4 2020 and 44 closed out, a net change of +14 holders.
  • The largest Helmerich & Payne buyer in Q4 2020 was Boston Partners, an estimated $134M added.
  • The largest Helmerich & Payne seller in Q4 2020 was Bank of Montreal, an estimated $16.2M sold.

Based on aggregated 13F filings for Q4 2020.