Helmerich & Payne
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$100M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$49.2M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$32.8M |
| 4 |
Walleye Capital
New York
|
+$21.5M |
| 5 |
Goldman Sachs
New York
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$40.1M |
| 2 |
ECA
Encompass Capital Advisors
New York
|
-$24.6M |
| 3 |
SG
Sourcerock Group
Denver,
Colorado
|
-$22.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$18.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Point72 Asset Management
Stamford,
Connecticut
| – | -$75.1K | -2,118 | Closed |
|
|
SCM
402
Silvant Capital Management
Atlanta,
Georgia
| – | -$32.8K | -924 | Closed |
|
|
OP
403
ORG Partners
Roanoke,
Indiana
| – | -$10.1K | -283 | Closed |
|
|
LFG
404
Larson Financial Group
St Louis,
Missouri
| – | -$6.57K | -185 | Closed |
|
|
DI
405
Disciplined Investments
Tulsa,
Oklahoma
| – | -$744 | -21 | Closed |
|
|
ATC
406
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$895 | -20 | Closed |
|
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.