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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
$99.8M
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
$44.3M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.73M
2
AllianceBernstein
AllianceBernstein
Tennessee
$34M
3
BlackRock
BlackRock
New York
$620M
4
Millennium Management
Millennium Management
New York
$11.3M
5
Principal Financial Group
Principal Financial Group
Iowa
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
326
Huntington National Bank
Ohio
$7.2K -$2.94K -83 -29%
GWS
327
Glassman Wealth Services
Virginia
$7.16K +$1.52K +43 +27%
WWP
328
WR Wealth Planners
Missouri
$7.09K +$7.09K +200 New
RTL
329
Red Tortoise LLC
Georgia
$6.67K – – –
LFG
330
Larson Financial Group
Missouri
$6.57K +$36 +1 +0.5%
TF
331
Tompkins Financial
New York
$6.35K – – –
NA
332
NewEdge Advisors
Louisiana
$5.96K +$5.96K +168 New
SIS
333
Sound Income Strategies
Florida
$5.11K -$1.1K -31 -18%
CMP
334
Coston McIsaac & Partners
Maine
$5K – – –
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$4.96K -$532 -15 -10%
SIC
336
SJS Investment Consulting
Ohio
$4.96K +$532 +15 +12%
CPG
337
Cornerstone Planning Group
New Jersey
$4.75K +$4.75K +134 New
DAC
338
Dividend Assets Capital
South Carolina
$4K – – –
HFS
339
Hantz Financial Services
Michigan
$4K – – –
BWA
340
BDO Wealth Advisors
Florida
$3.19K +$1.42K +40 +80%
JWA
341
JFS Wealth Advisors
Pennsylvania
$3.16K -$142 -4 -4%
TWM
342
Tradition Wealth Management
Minnesota
$3K +$3K +84 New
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$2.77K – – –
FHA
344
First Horizon Advisors
Tennessee
$2.62K +$603 +17 +30%
OC
345
Oakworth Capital
Alabama
$2.13K – – –
CWC
346
Carolinas Wealth Consulting
North Carolina
$2.02K +$2.02K +57 New
PVH
347
Psagot Value Holdings
Israel
$2K +$2K +47 New
SWM
348
Spire Wealth Management
Virginia
$1.77K – – –
FFA
349
Farther Finance Advisors
California
$1.52K -$319 -9 -17%
HCP
350
Hexagon Capital Partners
Arkansas
$1.42K +$1.28K +36 +900%
12 13
14
15 16