We are live on ! Find out more
HP icon

Helmerich & Payne
HP

374 hedge funds and large institutions have $4.13B invested in Helmerich & Payne in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 138 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $22M | Put options by funds: $12.4M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

21% more capital invested

Capital invested by funds: $3.4B → $4.13B (+$730M)

4.78% more ownership

Funds ownership: 93.56% → 98.34% (+4.8%)

3% more funds holding

Funds holding: 363 → 374 (+11)

11% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 138

Holders
374
Holders Change
+11
Holders Change %
+3.03%
% of All Funds
5.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
123
Reduced
138
Closed
32
Calls
$22M
Puts
$12.4M
Net Calls
+$9.61M
Net Calls Change
+$2.71M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$100M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$49.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$32.8M
4
Walleye Capital
Walleye Capital
New York
+$21.5M
5
Goldman Sachs
Goldman Sachs
New York
+$17.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$40.1M
2
ECA
Encompass Capital Advisors
New York
-$24.6M
3
SG
Sourcerock Group
Colorado
-$22.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$19.4M
5
Norges Bank
Norges Bank
Norway
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
351
Dividend Assets Capital
South Carolina
$4K – – –
TWM
352
Tradition Wealth Management
Minnesota
$4K – – –
SFG
353
Steward Financial Group
Texas
$4K +$3.97K +95 New
CWC
354
Carolinas Wealth Consulting
North Carolina
$3.18K +$961 +23 +40%
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$2.95K -$334 -8 -10%
OC
356
Oakworth Capital
Alabama
$2.53K – – –
FFA
357
Farther Finance Advisors
California
$2.23K +$418 +10 +23%
SWM
358
Spire Wealth Management
Virginia
$2.11K – – –
FHA
359
First Horizon Advisors
Tennessee
$2.02K -$1.09K -26 -35%
CT
360
Caldwell Trust
Florida
$1.98K – – –
FGAM
361
Financial Gravity Asset Management
Texas
$1.4K +$42 +1 +3%
BWM
362
Baystate Wealth Management
Massachusetts
$1.02K +$42 +1 +4%
VNA
363
Valley National Advisers
Pennsylvania
$1K +$1.04K +25 New
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$999 – – –
GI
365
Gradient Investments
Minnesota
$970 – – –
GWSG
366
GPS Wealth Strategies Group
Colorado
$888 – – –
ECM
367
Everence Capital Management
Indiana
$862 -$425K -10,170 -33%
APC
368
Aspire Private Capital
North Carolina
$843 – – –
PWMG
369
Prestige Wealth Management Group
New Jersey
$759 – – –
BIA
370
Bell Investment Advisors
California
$633 – – –
AWM
371
Abound Wealth Management
Tennessee
$380 – – –
JWM
372
Janiczek Wealth Management
Colorado
$338 – – –
HI
373
Horizon Investments
North Carolina
$253 +$251 +6 New
TWP
374
TFO Wealth Partners
Ohio
$248 – – –
LSA
375
Leonteq Securities AG
Switzerland
$84 – – –
13 14
15
16 17

HP Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2023, worth a combined $4.13B — up 21% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HP positions and 32 closed out — a net gain of 16 holders — while 123 added to existing stakes and 138 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $100M. The largest seller was BlackRock, cutting an estimated $40.1M.

  • 374 institutional investors held Helmerich & Payne (HP) as of Q3 2023, up from 363 in Q2 2023.
  • Funds reported $4.13B of Helmerich & Payne stock for Q3 2023, up 21% quarter-over-quarter.
  • 48 funds opened new Helmerich & Payne positions in Q3 2023 and 32 closed out, a net change of +16 holders.
  • The largest Helmerich & Payne buyer in Q3 2023 was Victory Capital Management, an estimated $100M added.
  • The largest Helmerich & Payne seller in Q3 2023 was BlackRock, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2023.