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Helmerich & Payne
HP

Overview Fund Activity

376 hedge funds and large institutions have $3.47B invested in Helmerich & Payne in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 131 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-16
Holders Change %
-4.08%
% of All Funds
6.02%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
137
Reduced
131
Closed
70
Calls
$34.4M
Puts
$31M
Net Calls
+$3.4M
Net Calls Change
-$17.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$448M
2
Squarepoint
Squarepoint
New York
$24.3M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$65.6M
4
GACM
Global Alpha Capital Management
Quebec, Canada
$13.5M
5
BlackRock
BlackRock
New York
$640M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$96.7M
2
ACM
Anomaly Capital Management
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.31M
4
Goldman Sachs
Goldman Sachs
New York
$27.9M
5
PC
PointState Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
351
Hantz Financial Services
Michigan
$4K – – –
SOW
352
State of Wyoming
Wyoming
$3.93K -$644 -18 -14%
FGAM
353
Financial Gravity Asset Management
Texas
$3.46K -$1.35K -14 -28%
JWA
354
JFS Wealth Advisors
Pennsylvania
$3.33K -$572 -16 -15%
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$2.79K – – –
EWA
356
EverSource Wealth Advisors
Alabama
$2.65K -$5.47K -153 -67%
OC
357
Oakworth Capital
Alabama
$2.15K – – –
FHA
358
First Horizon Advisors
Tennessee
$2.04K +$2.04K +57 New
FFA
359
Farther Finance Advisors
California
$1.86K -$215 -6 -10%
BWA
360
BDO Wealth Advisors
Florida
$1.79K – – –
SWM
361
Spire Wealth Management
Virginia
$1.79K – – –
SC
362
Schubert & Co
Texas
$1.5K -$1.93K -54 -56%
STCOSD
363
Sageworth Trust Company of South Dakota
South Dakota
$1.11K -$1.11K -31 -50%
ECM
364
Everence Capital Management
Indiana
$949 +$207 +5,780 +28%
National Bank of Canada
365
National Bank of Canada
Quebec, Canada
$894 – – –
BWM
366
Baystate Wealth Management
Massachusetts
$840 – – –
GWSG
367
GPS Wealth Strategies Group
Colorado
$733 +$733 +21 New
ATC
368
Adirondack Trust Company
New York
$715 – – –
APC
369
Aspire Private Capital
North Carolina
$715 – – –
Commonwealth Equity Services
370
Commonwealth Equity Services
Massachusetts
$657 -$148 -4,134 -18%
JWM
371
Janiczek Wealth Management
Colorado
$300 -$1.01K -27 -77%
TWP
372
TFO Wealth Partners
Ohio
$250 -$6.11K -171 -96%
WT
373
Washington Trust
Rhode Island
$143 -$822 -23 -85%
HCP
374
Hexagon Capital Partners
Arkansas
$143 -$501 -14 -78%
BWM
375
BerganKDV Wealth Management
Minnesota
$21 – – –
13 14
15
16 17