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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
ECA
376
Encompass Capital Advisors
New York
– -$24.6M -694,829 Closed
SG
377
Sourcerock Group
Colorado
– -$22.7M -639,790 Closed
LP
378
LMR Partners
United Kingdom
– -$14.5M -410,082 Closed
MGIM
379
M&G Investment Management
United Kingdom
– -$6.51M -185,928 Closed
CSS
380
Cubist Systematic Strategies
Connecticut
– -$6.81M -163,087 Closed
WMSA
381
Weiss Multi-Strategy Advisers
New York
– -$3.98M -112,331 Closed
JF
382
Jump Financial
Illinois
– -$3.59M -101,361 Closed
JAM
383
Jupiter Asset Management
United Kingdom
– -$2.4M -67,561 Closed
QC
384
Quadrature Capital
United Kingdom
– -$2.12M -59,677 Closed
BFM
385
Boothbay Fund Management
New York
– -$2.01M -56,665 Closed
Marshall Wace
386
Marshall Wace
United Kingdom
– -$1.19M -33,680 Closed
EGM
387
Engineers Gate Manager
New York
– -$974K -27,484 Closed
SSA
388
Schonfeld Strategic Advisors
New York
– -$845K -23,848 Closed
CIC
389
Cornercap Investment Counsel
Georgia
– -$794K -22,390 Closed
FRM
390
Fox Run Management
Connecticut
– -$676K -19,055 Closed
BA
391
Bridgewater Associates
Connecticut
– -$632K -17,817 Closed
PMEF
392
Point72 Middle East FZE
United Arab Emirates
– -$591K -16,664 Closed
BDWCC
393
B&D White Capital Company
Texas
– -$528K -14,900 Closed
TC
394
Tejara Capital
United Kingdom
– -$518K -14,600 Closed
AI
395
AdvisorShares Investments
Maryland
– -$421K -11,867 Closed
GCP
396
GSA Capital Partners
United Kingdom
– -$389K -10,985 Closed
NRD
397
Nebula Research & Development
New York
– -$318K -8,958 Closed
BC
398
Bridgefront Capital
Texas
– -$259K -7,298 Closed
AWM
399
AE Wealth Management
Kansas
– -$237K -6,677 Closed
ACM
400
Aquatic Capital Management
Illinois
– -$96K -2,700 Closed
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.