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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
GWS
326
Glassman Wealth Services
Virginia
$5K -$84 -2 -1%
IAMOG
327
Investors Asset Management of Georgia
Georgia
$5K – – –
SPIA
328
Steward Partners Investment Advisory
New York
$5K +$6.1K +145 New
NICM
329
Neo Ivy Capital Management
New York
$4K -$2.94K -70 -38%
JWA
330
JFS Wealth Advisors
Pennsylvania
$4K -$1.51K -36 -25%
DAC
331
Dividend Assets Capital
South Carolina
$4K – – –
NFSG
332
Newbridge Financial Services Group
Florida
$3K -$10.5K -250 -75%
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$3K -$9.38K -223 -76%
LJHT
334
Laurie J. Hall Trustee
$3K -$1.89K -45 -35%
Federated Hermes
335
Federated Hermes
Pennsylvania
$3K -$1.51K -36 -30%
CA
336
Crewe Advisors
Utah
$3K – – –
SC
337
Schubert & Co
Texas
$3K +$715 +17 +26%
Bank of Montreal
338
Bank of Montreal
Ontario, Canada
$2.04K -$59.1K -1,404 -3%
SWM
339
Spire Wealth Management
Virginia
$2K -$21.3K -507 -91%
STCOSD
340
Sageworth Trust Company of South Dakota
South Dakota
$2K -$883 -21 -25%
BWA
341
BDO Wealth Advisors
Florida
$2K – – –
EARNEST Partners
342
EARNEST Partners
Georgia
$2K – – –
OC
343
Oakworth Capital
Alabama
$2K – – –
AF
344
Allworth Financial
California
$2K +$126 +3 +5%
CT
345
Caldwell Trust
Florida
$1.74K – – –
ATC
346
Adirondack Trust Company
New York
$1K – – –
APC
347
Aspire Private Capital
North Carolina
$1K – – –
GWSG
348
GPS Wealth Strategies Group
Colorado
$1K – – –
JWM
349
Janiczek Wealth Management
Colorado
$1K – – –
WT
350
Washington Trust
Rhode Island
$1K – – –
12 13
14
15 16

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.