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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
AG
401
Algert Global
California
-$359K -9,947 Closed
AA
402
ALPS Advisors
Colorado
-$314K -8,696 Closed
CT
403
ClearAlpha Technologies
Connecticut
-$312K -8,636 Closed
M&T Bank
404
M&T Bank
New York
-$285K -7,906 Closed
PAS
405
Park Avenue Securities
New York
-$259K -7,173 Closed
Walleye Trading
406
Walleye Trading
New York
-$242K -6,710 Closed
Lido Advisors
407
Lido Advisors
California
-$238K -6,594 Closed
BFG
408
Bleakley Financial Group
New Jersey
-$236K -6,517 Closed
SW
409
Simplicity Wealth
New Jersey
-$236K -6,517 Closed
SFA
410
Sequoia Financial Advisors
Ohio
-$235K -6,496 Closed
MCM
411
Monument Capital Management
Virginia
-$232K -6,428 Closed
SAM
412
SignalPoint Asset Management
Missouri
-$230K -6,365 Closed
GCM
413
Gibraltar Capital Management
Oklahoma
-$229K -6,345 Closed
X
414
Xponance
Pennsylvania
-$223K -6,163 Closed
LFA
415
Legacy Financial Advisors
Kentucky
-$222K -6,140 Closed
NICM
416
Neo Ivy Capital Management
New York
-$218K -6,044 Closed
OR
417
Olympiad Research
Connecticut
-$218K -6,033 Closed
SSA
418
Schonfeld Strategic Advisors
New York
-$215K -5,960 Closed
CIBC Asset Management
419
CIBC Asset Management
Ontario, Canada
-$215K -5,940 Closed
N
420
Numerai
California
-$210K -5,798 Closed
Wealth Enhancement Advisory Services
421
Wealth Enhancement Advisory Services
Minnesota
-$206K -5,696 Closed
IC
422
Innealta Capital
Texas
-$181K -5,017 Closed
HT
423
Headlands Technologies
Illinois
-$55.6K -1,538 Closed
EC
424
EntryPoint Capital
New York
-$45.7K -1,265 Closed
BBHC
425
Brown Brothers Harriman & Co
New York
-$15.4K -427 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.