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Helmerich & Payne
HP

Overview Fund Activity

384 hedge funds and large institutions have $3.21B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
–
Holders Change %
0%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
55
Increased
131
Reduced
137
Closed
53
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$14.3M
2
BlackRock
BlackRock
New York
+$12.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.2M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$10.8M
5
Morgan Stanley
Morgan Stanley
New York
+$10.5M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$990M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$34.7M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$30.4M
4
BTW
Boston Trust Walden
Massachusetts
-$26.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
326
Capital Advisors Ltd
Ohio
$14K – – –
CFGS
327
Concourse Financial Group Securities
Alabama
$13.8K -$5.17K -170 -27%
MSG
328
Main Street Group
Virginia
$12.3K – – –
PS
329
Principal Securities
Iowa
$12.2K -$10.4K -341 -46%
PCMC
330
Planning Capital Management Corporation
Pennsylvania
$12.1K +$3.56K +117 +42%
PPC
331
Park Place Capital
Alabama
$11.6K – – –
KB
332
Kimelman & Baird
New York
$10.6K – – –
AWM
333
Avior Wealth Management
Nebraska
$10.6K +$10.6K +350 New
PA
334
Parallel Advisors
California
$10.4K +$396 +13 +4%
SCM
335
Sterling Capital Management
North Carolina
$10.1K +$10.1K +332 New
AF
336
Allworth Financial
California
$9.79K -$14.8K -486 -60%
HNB
337
Huntington National Bank
Ohio
$9.25K +$2.34K +77 +34%
ABWM
338
Alpine Bank Wealth Management
Colorado
$9.1K +$9.1K +299 New
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$8.91K -$852 -28 -9%
HCA
340
Harbor Capital Advisors
Illinois
$7K +$7K +232 New
HIA
341
Harbor Investment Advisory
Maryland
$6.85K – – –
TCM
342
TD Capital Management
Tennessee
$6.29K – – –
RTL
343
Red Tortoise LLC
Georgia
$5.72K – – –
TF
344
Tompkins Financial
New York
$5.45K – – –
GWM
345
Guardian Wealth Management
Illinois
$4.69K – – –
QC
346
Quent Capital
New York
$4.53K – – –
SIS
347
Sound Income Strategies
Florida
$4.38K – – –
SIC
348
SJS Investment Consulting
Ohio
$4.26K -$304 -10 -7%
RIL
349
Rothschild Investment LLC
Illinois
$3.8K +$3.2K +105 +525%
CPG
350
Cornerstone Planning Group
New Jersey
$3.8K -$1.37K -41 -26%
12 13
14
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