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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
+$80.1M
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
+$15.8M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$63.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$61.9M
3
BlackRock
BlackRock
New York
-$15.2M
4
Millennium Management
Millennium Management
New York
-$13.5M
5
Principal Financial Group
Principal Financial Group
Iowa
-$9.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
351
Adirondack Trust Company
New York
$895 – – –
National Bank of Canada
352
National Bank of Canada
Quebec, Canada
$886 – – –
BWM
353
Baystate Wealth Management
Massachusetts
$846 – – –
GI
354
Gradient Investments
Minnesota
$815 +$815 +23 New
DI
355
Disciplined Investments
Oklahoma
$744 -$28.8K -812 -97%
GWSG
356
GPS Wealth Strategies Group
Colorado
$738 – – –
APC
357
Aspire Private Capital
North Carolina
$709 – – –
PWMG
358
Prestige Wealth Management Group
New Jersey
$639 +$639 +18 New
BIA
359
Bell Investment Advisors
California
$532 +$532 +15 New
AWM
360
Abound Wealth Management
Tennessee
$320 +$320 +9 New
JWM
361
Janiczek Wealth Management
Colorado
$284 – – –
TWP
362
TFO Wealth Partners
Ohio
$248 – – –
Capital World Investors
363
Capital World Investors
California
– -$7.26M -203,000 Closed
Twin Tree Management
364
Twin Tree Management
Texas
– -$4.4M -122,969 Closed
DTL
365
Dynamic Technology Lab
Singapore
– -$2.03M -56,767 Closed
RCM
366
Radnor Capital Management
Pennsylvania
– -$1.77M -49,465 Closed
LTAS
367
Linden Thomas Advisory Services
North Carolina
– -$1.67M -46,603 Closed
Canada Pension Plan Investment Board
368
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.67M -46,600 Closed
ZIM
369
Zacks Investment Management
Illinois
– -$1.4M -39,241 Closed
EP
370
Edgestream Partners
New Jersey
– -$1.31M -36,544 Closed
AIM
371
Aigen Investment Management
New York
– -$1.18M -33,049 Closed
Los Angeles Capital Management
372
Los Angeles Capital Management
California
– -$1.03M -28,873 Closed
YIH
373
Y-Intercept (HK)
Hong Kong
– -$919K -25,715 Closed
PTC
374
Petrus Trust Company
Texas
– -$834K -23,342 Closed
Asset Management One
375
Asset Management One
Japan
– -$733K -20,516 Closed
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15
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