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Helmerich & Payne
HP

Overview Fund Activity

504 hedge funds and large institutions have $8.1B invested in Helmerich & Payne in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 199 increasing their positions, 164 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-5
Holders Change %
-0.98%
% of All Funds
13.47%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
53
Increased
199
Reduced
164
Closed
50
Calls
$78.2M
Puts
$189M
Net Calls
-$110M
Net Calls Change
-$72.4M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$77M
2
WRF
Waddell & Reed Financial
Kansas
+$60.3M
3
JHIU
Janus Henderson Investors US
Colorado
+$45.5M
4
Capital International Investors
Capital International Investors
California
+$44.7M
5
Victory Capital Management
Victory Capital Management
Texas
+$39.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$77.6M
2
Principal Financial Group
Principal Financial Group
Iowa
-$65.6M
3
Artisan Partners
Artisan Partners
Wisconsin
-$52.1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$34.8M
5
ACM
Arosa Capital Management
Florida
-$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
376
Amalgamated Bank
New York
$320K +$2.02K +30 +0.6%
ICM
377
IMS Capital Management
Oregon
$317K +$135 +2 +0%
MCM
378
Murphy Capital Management
New Jersey
$316K -$13.4K -200 -4%
KT
379
Kanaly Trust
Texas
$312K +$61.6K +915 +25%
GIP
380
Greatmark Investment Partners
Georgia
$308K +$92.2K +1,370 +43%
CAS
381
Cue Advisory Services
Arizona
$306K -$943 -14 -0.3%
WSA
382
Wall Street Associates
California
$303K – – –
Capital Fund Management (CFM)
383
Capital Fund Management (CFM)
France
$302K -$3.7M -55,004 -92%
TMAM
384
Tokio Marine Asset Management
Japan
$296K -$23.2K -344 -7%
APFBOT
385
Amica Pension Fund Board of Trustees
Rhode Island
$294K – – –
DRD
386
Dennis R. Delaney
$290K -$79.1K -1,175 -21%
GW
387
GW & Wade
Massachusetts
$290K +$3.43K +51 +1%
CGH
388
Crossmark Global Holdings
Texas
$286K +$286K +5,494 New
PL
389
Parkwood LLC
Ohio
$285K +$285K +4,233 New
MA
390
Montag & Associates
Georgia
$283K -$2.35M -34,950 -89%
WF
391
Welch & Forbes
Massachusetts
$283K – – –
LIA
392
LS Investment Advisors
Michigan
$282K -$37.3K -553 -12%
BC
393
Bartlett & Co
Ohio
$276K – – –
FRM
394
Fox Run Management
Connecticut
$276K +$276K +4,100 New
DSC
395
Duncker Streett & Co
Missouri
$269K – – –
LIM
396
Leavell Investment Management
Alabama
$269K +$269K +4,000 New
BHIA
397
Birch Hill Investment Advisors
Massachusetts
$256K -$13.5K -200 -5%
MF
398
Magnetar Financial
Illinois
$244K +$244K +3,624 New
NPC
399
National Planning Corporation
California
$243K -$6.26K -100 -3%
Thrivent Financial for Lutherans
400
Thrivent Financial for Lutherans
Minnesota
$239K -$6.79M -100,833 -97%
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