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Helmerich & Payne

385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

1% more funds holding

Funds holding: 383385 (+2)

0.28% less ownership

Funds ownership: 107.44%107.15% (-0.28%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

16% less capital invested

Capital invested by funds: $3.83B → $3.23B (-$607M)

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $44.5M

Holders
385
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
132
Reduced
137
Closed
51
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
APC
376
Aspire Private Capital
North Carolina
$608
DPW
377
DiNuzzo Private Wealth
Pennsylvania
$548 -$35 -1 -5%
CAS
378
Coppell Advisory Solutions
Texas
$450
MFG
379
Mendota Financial Group
Wisconsin
$396 +$449 +13 New
LFG
380
Larson Financial Group
Missouri
$335
VAMG
381
Voisard Asset Management Group
Michigan
$244 +$276 +8 New
AWM
382
Abound Wealth Management
Tennessee
$213 -$69 -2 -22%
CAM
383
Creekmur Asset Management
Illinois
$30 +$35 +1 New
CMP
384
Coston McIsaac & Partners
Maine
$4
Wellington Management Group
385
Wellington Management Group
Massachusetts
-$26.4M -730,017 Closed
GLA
386
Great Lakes Advisors
Illinois
-$14.6M -403,740 Closed
ClearBridge Investments
387
ClearBridge Investments
New York
-$11.5M -319,248 Closed
MWM
388
Moran Wealth Management
Florida
-$2.37M -65,545 Closed
BHCM
389
Brevan Howard Capital Management
Jersey
-$1.42M -39,315 Closed
UM
390
UniSuper Management
Australia
-$915K -25,318 Closed
FCH
391
Freestone Capital Holdings
Washington
-$867K -24,000 Closed
PRC
392
Pearl River Capital
Michigan
-$790K -21,868 Closed
Two Sigma Investments
393
Two Sigma Investments
New York
-$770K -21,301 Closed
FIM
394
Freedom Investment Management
Connecticut
-$577K -15,973 Closed
GCP
395
GSA Capital Partners
United Kingdom
-$547K -15,144 Closed
Capital Fund Management (CFM)
396
Capital Fund Management (CFM)
France
-$464K -13,426 Closed
SPA
397
Sherbrooke Park Advisers
New York
-$480K -13,286 Closed
PCM
398
Prelude Capital Management
New York
-$412K -11,396 Closed
NA
399
Navellier & Associates
Nevada
-$400K -11,069 Closed
Janney Montgomery Scott
400
Janney Montgomery Scott
Pennsylvania
-$365K -10,108 Closed

HP Hedge Fund Activity: Q3 2024 in Review

385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.

The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.

  • 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
  • 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
  • The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
  • The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2024.