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Helmerich & Payne
HP

392 hedge funds and large institutions have $3.86B invested in Helmerich & Payne in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 127 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $13.4M

49% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 45

8.96% more ownership

Funds ownership: 98.34% → 107.31% (+9%)

5% more funds holding

Funds holding: 374 → 392 (+18)

7% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 127

6% less capital invested

Capital invested by funds: $4.13B → $3.86B (-$269M)

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
67
Increased
136
Reduced
127
Closed
45
Calls
$22.7M
Puts
$13.4M
Net Calls
+$9.23M
Net Calls Change
-$373K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$75.9M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$59.6M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$29.4M
4
AIM
ARGA Investment Management
Connecticut
+$28.6M
5
BlackRock
BlackRock
New York
+$27.1M

Top Sellers

Rank Fund Capital Flow
1
Squarepoint
Squarepoint
New York
-$30.7M
2
Walleye Capital
Walleye Capital
New York
-$19.9M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$15.3M
4
SIG
Senator Investment Group
New York
-$14.8M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
401
GeoSphere Capital Management
Florida
– -$1.69M -40,000 Closed
AG
402
Algert Global
California
– -$1.36M -32,360 Closed
DFCM
403
Dark Forest Capital Management
Puerto Rico
– -$1.05M -24,975 Closed
AI
404
AXS Investments
New York
– -$1.03M -24,500 Closed
ECM
405
Everence Capital Management
Indiana
– -$862 -20,440 Closed
PCM
406
Penserra Capital Management
California
– -$818K -19,413 Closed
TC
407
TwinBeech Capital
New York
– -$789K -18,716 Closed
EAM
408
EFG Asset Management
Oregon
– -$721K -17,097 Closed
PRC
409
Pearl River Capital
Michigan
– -$571K -13,549 Closed
BCM
410
Bayesian Capital Management
New York
– -$451K -10,700 Closed
ACG
411
Aventail Capital Group
New York
– -$422K -10,000 Closed
CC
412
Centiva Capital
New York
– -$410K -9,730 Closed
XT
413
XTX Topco
Cayman Islands
– -$397K -9,421 Closed
TCM
414
Teza Capital Management
Illinois
– -$395K -9,364 Closed
CCIA
415
Campbell & Co Investment Adviser
Maryland
– -$374K -8,875 Closed
Simplex Trading
416
Simplex Trading
Illinois
– -$309K -7,993 Closed
Mitsubishi UFJ Trust & Banking
417
Mitsubishi UFJ Trust & Banking
Japan
– -$321K -7,617 Closed
PCMC
418
Paragon Capital Management (Colorado)
Colorado
– -$288K -6,820 Closed
CB
419
Commerce Bank
Missouri
– -$274K -6,491 Closed
CSA
420
Cottage Street Advisors
Massachusetts
– -$236K -5,602 Closed
I
421
InceptionR
California
– -$230K -5,460 Closed
CIA
422
Capital Investment Advisors
Georgia
– -$222K -5,265 Closed
SCM
423
Shelton Capital Management
Colorado
– -$205K -4,856 Closed
IFU
424
iSAM Funds (UK)
United Kingdom
– -$204K -4,827 Closed
KI
425
Kapitalo Investimentos
Brazil
– -$161K -3,819 Closed
14 15 16
17
18

HP Hedge Fund Activity: Q4 2023 in Review

392 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2023, worth a combined $3.86B — down 6.5% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HP positions and 45 closed out — a net gain of 22 holders — while 136 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $75.9M. The largest seller was Squarepoint, exiting entirely with an estimated $30.7M sold.

  • 392 institutional investors held Helmerich & Payne (HP) as of Q4 2023, up from 374 in Q3 2023.
  • Funds reported $3.86B of Helmerich & Payne stock for Q4 2023, down 6.5% quarter-over-quarter.
  • 67 funds opened new Helmerich & Payne positions in Q4 2023 and 45 closed out, a net change of +22 holders.
  • The largest Helmerich & Payne buyer in Q4 2023 was Morgan Stanley, an estimated $75.9M added.
  • The largest Helmerich & Payne seller in Q4 2023 was Squarepoint, an estimated $30.7M sold.

Based on aggregated 13F filings for Q4 2023.