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Helmerich & Payne
HP

Overview Fund Activity

384 hedge funds and large institutions have $3.84B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 149 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-18
Holders Change %
-4.48%
% of All Funds
5.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
133
Reduced
149
Closed
51
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.81M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$18.6M
2
AIM
ARGA Investment Management
Connecticut
+$18.5M
3
EARNEST Partners
EARNEST Partners
Georgia
+$17M
4
LSV Asset Management
LSV Asset Management
Illinois
+$14.6M
5
CIM
Cambria Investment Management
California
+$12.5M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$11.3M
2
BlackRock
BlackRock
New York
-$11M
3
Man Group
Man Group
United Kingdom
-$7.46M
4
UBS Group
UBS Group
Switzerland
-$6.73M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$5.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
351
Cornerstone Planning Group
New Jersey
$5.33K -$894 -26 -14%
SIS
352
Sound Income Strategies
Florida
$5.2K – – –
NFSG
353
Newbridge Financial Services Group
Florida
$5.06K -$10.8K -300 -68%
CMP
354
Coston McIsaac & Partners
Maine
$5K – – –
HI
355
Harbour Investments
Wisconsin
$4.52K – – –
WIA
356
Wetzel Investment Advisors
Indiana
$4.21K – – –
CTC
357
Cetera Trust Company
Minnesota
$4.16K – – –
IAIM
358
International Assets Investment Management
Florida
$3.61K +$3.61K +100 New
RWMG
359
Redwood Wealth Management Group
New Jersey
$3.61K +$3.61K +100 New
NA
360
NewEdge Advisors
Louisiana
$3.14K -$3K -83 -49%
HFS
361
Hantz Financial Services
Michigan
$3K – – –
JWA
362
JFS Wealth Advisors
Pennsylvania
$2.82K – – –
Mitsubishi UFJ Asset Management
363
Mitsubishi UFJ Asset Management
Japan
$2.6K – – –
FFO
364
Fortitude Family Office
Arizona
$2.53K -$1.77K -49 -41%
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$2.53K – – –
CWC
366
Carolinas Wealth Consulting
North Carolina
$2.53K +$108 +3 +4%
CFO
367
CVA Family Office
Colorado
$2.17K +$2.17K +60 New
OC
368
Oakworth Capital
Alabama
$2.06K – – –
AF
369
Advisornet Financial
Minnesota
$2.02K – – –
SPIA
370
Steward Partners Investment Advisory
New York
$1.99K – – –
SWM
371
Spire Wealth Management
Virginia
$1.81K – – –
VWA
372
Valued Wealth Advisors
Utah
$1.66K – – –
RWM
373
Ruedi Wealth Management
Illinois
$1.66K +$1.66K +46 New
CA
374
Continuum Advisory
Idaho
$1.37K – – –
National Bank of Canada
375
National Bank of Canada
Quebec, Canada
$890 – – –
13 14
15
16 17