We are live on ! Find out more
HP icon

Helmerich & Payne

349 hedge funds and large institutions have $1.84B invested in Helmerich & Payne in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more capital invested

Capital invested by funds: $1.55B → $1.84B (+$284M)

2% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 123

3.29% less ownership

Funds ownership: 91.47%88.18% (-3.3%)

5% less funds holding

Funds holding: 367349 (-18)

20% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 80

75% less call options, than puts

Call options by funds: $10M | Put options by funds: $40.3M

Holders
349
Holders Change
-18
Holders Change %
-4.9%
% of All Funds
7.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
64
Increased
125
Reduced
123
Closed
80
Calls
$10M
Puts
$40.3M
Net Calls
-$30.3M
Net Calls Change
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Prelude Capital Management
New York
-$6K -356 Closed
FHA
402
First Horizon Advisors
Tennessee
-$4K -225 Closed
WT
403
Washington Trust
Rhode Island
-$3K -180 Closed
FP
404
Financial Perspectives
Minnesota
-$2.58K -165 Closed
CII
405
Capital International Inc
California
-$2K -150 Closed
Rockefeller Capital Management
406
Rockefeller Capital Management
New York
-$2K -108 Closed
SCA
407
Stonebridge Capital Advisors
Minnesota
-$1.95K -100 Closed
RWA
408
Ropes Wealth Advisors
Massachusetts
-$1K -75 Closed
PCFFS
409
Pacific Center for Financial Services
California
-$1K -70 Closed
SLF
410
Sun Life Financial
Ontario, Canada
-$1K -65 Closed
ST
411
Smithfield Trust
Pennsylvania
-$1K -60 Closed
PFO
412
Pathstone Family Office
New Jersey
-$1K -50 Closed
FMII
413
Farmers & Merchants Investments Inc
Nebraska
-$1K -49 Closed
CAN
414
Claraphi Advisory Network
United States
-$1K -40 Closed
SFSIG
415
San Francisco Sentry Investment Group
California
-$1K -37 Closed
PW
416
Price Wealth
Texas
-$1K -32 Closed
EW
417
Evoke Wealth
California
-$156 -8 -31%
GI
418
Gradient Investments
Minnesota
+$214 +11 New
CWC
419
Carolinas Wealth Consulting
North Carolina
+$234 +12 New
HGWM
420
Harvest Group Wealth Management
Massachusetts
+$351 +18 New
KPW
421
Kore Private Wealth
New York
+$799 +41 New
LWM
422
Lenox Wealth Management
Ohio
+$838 +43 New

HP Hedge Fund Activity: Q2 2020 in Review

349 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2020, worth a combined $1.84B — up 18% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of HP and 64 opened new positions — a net loss of 16 holders — while 123 trimmed existing stakes and 125 added.

The largest buyer was BlackRock, adding an estimated $119M. The largest seller was State Street, cutting an estimated $285M.

  • 349 institutional investors held Helmerich & Payne (HP) as of Q2 2020, down from 367 in Q1 2020.
  • Funds reported $1.84B of Helmerich & Payne stock for Q2 2020, up 18% quarter-over-quarter.
  • 64 funds opened new Helmerich & Payne positions in Q2 2020 and 80 closed out, a net change of -16 holders.
  • The largest Helmerich & Payne buyer in Q2 2020 was BlackRock, an estimated $119M added.
  • The largest Helmerich & Payne seller in Q2 2020 was State Street, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2020.