We are live on ! Find out more
HP icon

Helmerich & Payne
HP

378 hedge funds and large institutions have $3.47B invested in Helmerich & Payne in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 137 increasing their positions, 131 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $31M

5% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 131

0.21% more ownership

Funds ownership: 92.47% → 92.68% (+0.21%)

5% less funds holding

Funds holding: 397 → 378 (-19)

21% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 73

24% less capital invested

Capital invested by funds: $4.6B → $3.47B (-$1.13B)

100% less funds holding in top 10

Funds holding in top 10: 5 → 0 (-5)

Holders
378
Holders Change
-19
Holders Change %
-4.79%
% of All Funds
6.02%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
137
Reduced
131
Closed
73
Calls
$34.4M
Puts
$31M
Net Calls
+$3.4M
Net Calls Change
-$17.6M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$28.5M
2
Squarepoint
Squarepoint
New York
+$21.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$17.8M
4
GACM
Global Alpha Capital Management
Quebec, Canada
+$16.3M
5
BlackRock
BlackRock
New York
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$116M
2
ACM
Anomaly Capital Management
New York
-$49.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$25.8M
4
Goldman Sachs
Goldman Sachs
New York
-$23.4M
5
PC
PointState Capital
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
376
Leonteq Securities AG
Switzerland
$72 – – –
BWM
377
BerganKDV Wealth Management
Minnesota
$21 – – –
ACM
378
Anomaly Capital Management
New York
– -$49.3M -995,428 Closed
PC
379
PointState Capital
New York
– -$17.1M -344,908 Closed
Balyasny Asset Management
380
Balyasny Asset Management
Illinois
– -$11.7M -237,017 Closed
LI
381
Leeward Investments
Massachusetts
– -$11.1M -224,525 Closed
HA
382
Heartland Advisors
Wisconsin
– -$10.1M -204,272 Closed
HT
383
HAP Trading
New York
– -$6.71M -135,365 Closed
PFU
384
Parus Finance (UK)
United Kingdom
– -$5.85M -118,000 Closed
GIA
385
Gateway Investment Advisers
Ohio
– -$5.19M -104,682 Closed
GCM
386
GeoSphere Capital Management
Florida
– -$4.39M -88,500 Closed
DCM
387
Driehaus Capital Management
Illinois
– -$4.12M -83,053 Closed
LP
388
LMR Partners
United Kingdom
– -$3.04M -61,293 Closed
SLAM
389
Swiss Life Asset Management
– -$3.02M -60,763 Closed
CCM
390
Cobalt Capital Management
New Jersey
– -$2.48M -50,000 Closed
JFG
391
Jefferies Financial Group
New York
– -$2.19M -44,249 Closed
CM
392
Castleark Management
Illinois
– -$1.93M -38,940 Closed
ADIM
393
Alpha DNA Investment Management
Maryland
– -$1.08M -21,771 Closed
CC
394
Cipher Capital
New York
– -$877K -17,685 Closed
HHAM
395
HITE Hedge Asset Management
Massachusetts
– -$752K -15,178 Closed
MG
396
Marex Group
– -$738K -14,897 Closed
WCA
397
Waratah Capital Advisors
Ontario, Canada
– -$598K -12,072 Closed
M1FG
398
Mach-1 Financial Group
Arkansas
– -$558K -11,265 Closed
USAA
399
United Services Automobile Association
Texas
– -$516K -10,413 Closed
ONGA
400
O'Neil Global Advisors
California
– -$486K -9,806 Closed
14 15
16
17 18

HP Hedge Fund Activity: Q1 2023 in Review

378 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2023, worth a combined $3.47B — down 24% from $4.6B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of HP and 58 opened new positions — a net loss of 15 holders — while 131 trimmed existing stakes and 137 added.

The largest buyer was Vanguard Group, adding an estimated $28.5M. The largest seller was AllianceBernstein, cutting an estimated $116M.

  • 378 institutional investors held Helmerich & Payne (HP) as of Q1 2023, down from 397 in Q4 2022.
  • Funds reported $3.47B of Helmerich & Payne stock for Q1 2023, down 24% quarter-over-quarter.
  • 58 funds opened new Helmerich & Payne positions in Q1 2023 and 73 closed out, a net change of -15 holders.
  • The largest Helmerich & Payne buyer in Q1 2023 was Vanguard Group, an estimated $28.5M added.
  • The largest Helmerich & Payne seller in Q1 2023 was AllianceBernstein, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2023.