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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 %
FFC
376
First Financial Corp
Indiana
$4K +$4K +95 New
AWM
377
Avior Wealth Management
Nebraska
$3.49K +$3.49K +83 New
JWA
378
JFS Wealth Advisors
Pennsylvania
$3.28K -$715 -17 -18%
Mitsubishi UFJ Asset Management
379
Mitsubishi UFJ Asset Management
Japan
$3.03K – – –
PFBT
380
Parkside Financial Bank & Trust
Missouri
$2.99K – – –
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$2.94K – – –
CWC
382
Carolinas Wealth Consulting
North Carolina
$2.82K -$1.35K -32 -32%
OC
383
Oakworth Capital
Alabama
$2.4K -$2.52K -60 -51%
1832 Asset Management
384
1832 Asset Management
Ontario, Canada
$2.4K +$2.4K +57 New
AF
385
Advisornet Financial
Minnesota
$2.36K -$12.4K -295 -84%
SPIA
386
Steward Partners Investment Advisory
New York
$2.31K +$2.15K +51 +1,275%
SWM
387
Spire Wealth Management
Virginia
$2.1K – – –
VWA
388
Valued Wealth Advisors
Utah
$1.94K – – –
CA
389
Continuum Advisory
Idaho
$1.49K +$1.49K +38 New
QL
390
Quarry LP
New York
$1.22K +$1.22K +29 New
GWM
391
Geneos Wealth Management
Colorado
$1.01K +$1.01K +24 New
National Bank of Canada
392
National Bank of Canada
Quebec, Canada
$968 +$968 +25 New
GWSG
393
GPS Wealth Strategies Group
Colorado
$906 +$41 +1 +5%
APC
394
Aspire Private Capital
North Carolina
$841 – – –
PWMG
395
Prestige Wealth Management Group
New Jersey
$758 – – –
DPW
396
DiNuzzo Private Wealth
Pennsylvania
$673 -$84 -2 -11%
BIA
397
Bell Investment Advisors
California
$631 -$547 -13 -46%
WCM
398
Westend Capital Management
California
$631 +$631 +15 New
RIL
399
Rothschild Investment LLC
Illinois
$421 +$421 +10 New
AWM
400
Abound Wealth Management
Tennessee
$379 – – –
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16
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