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Helmerich & Payne
HP

Overview Fund Activity

402 hedge funds and large institutions have $4.36B invested in Helmerich & Payne in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 156 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+11
Holders Change %
+2.81%
% of All Funds
5.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
63
Increased
133
Reduced
156
Closed
47
Calls
$21.3M
Puts
$13.4M
Net Calls
+$7.9M
Net Calls Change
-$1.34M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$147M
2
Charles Schwab
Charles Schwab
California
$61.3M
3
Victory Capital Management
Victory Capital Management
Texas
$132M
4
AIM
ARGA Investment Management
Connecticut
$58M
5
American Century Companies
American Century Companies
Missouri
$56.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$68M
2
BlackRock
BlackRock
New York
$681M
3
Vanguard Group
Vanguard Group
Pennsylvania
$474M
4
Renaissance Technologies
Renaissance Technologies
New York
$9.32M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
351
Cutler Group
California
$12K -$36K -900 -75%
PCMC
352
Planning Capital Management Corporation
Pennsylvania
$11.8K +$11.8K +280 New
QC
353
Quent Capital
New York
$11.7K – – –
NCTC
354
New Covenant Trust Company
Indiana
$11.2K +$11.2K +266 New
OPTFSNA
355
Old Point Trust & Financial Services N A
Virginia
$10.5K +$10.5K +250 New
TCG
356
Transcendent Capital Group
Oklahoma
$10.1K +$10.1K +240 New
CAM
357
Creekmur Asset Management
Illinois
$9.86K -$60.4K -1,434 -86%
GWM
358
Guardian Wealth Management
Illinois
$9.53K – – –
TCM
359
TD Capital Management
Tennessee
$8.7K – – –
PWMG
360
Private Wealth Management Group
New Jersey
$8.67K -$1.26K -30 -13%
RTL
361
Red Tortoise LLC
Georgia
$7.91K – – –
TF
362
Tompkins Financial
New York
$7.53K – – –
FGAM
363
Financial Gravity Asset Management
Texas
$7.23K +$5.03K +119 +229%
NA
364
NewEdge Advisors
Louisiana
$7.15K -$4.83K -115 -40%
CPG
365
Cornerstone Planning Group
New Jersey
$6.96K – – –
SIC
366
SJS Investment Consulting
Ohio
$6.28K -$126 -3 -2%
HIA
367
Harbor Investment Advisory
Maryland
$6.14K +$1.94K +46 +46%
SIS
368
Sound Income Strategies
Florida
$6.06K – – –
CMP
369
Coston McIsaac & Partners
Maine
$6K – – –
HI
370
Harbour Investments
Wisconsin
$5.26K – – –
MCM
371
Manchester Capital Management
Vermont
$5.22K – – –
FFO
372
Fortitude Family Office
Arizona
$5.01K -$5.59K -133 -53%
CTC
373
Cetera Trust Company
Minnesota
$4.84K – – –
WIA
374
Wetzel Investment Advisors
Indiana
$4.12K – – –
HFS
375
Hantz Financial Services
Michigan
$4K -$1.23K -29 -24%
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15
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