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Helmerich & Payne

514 hedge funds and large institutions have $7.54B invested in Helmerich & Payne in 2017 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 156 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

72% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 47

24% more capital invested

Capital invested by funds: $6.06B → $7.54B (+$1.47B)

7% more funds holding

Funds holding: 482514 (+32)

0.11% more ownership

Funds ownership: 107.25%107.36% (+0.11%)

18% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 191

40% less call options, than puts

Call options by funds: $54.4M | Put options by funds: $90.5M

Holders
514
Holders Change
+32
Holders Change %
+6.64%
% of All Funds
11.66%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
81
Increased
156
Reduced
191
Closed
47
Calls
$54.4M
Puts
$90.5M
Net Calls
-$36.1M
Net Calls Change
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
426
NumerixS Investment Technologies
British Columbia, Canada
$68K +$59.2K +1,056 New
MA
427
MUFG Americas
New York
$63K +$54.9K +980 New
PHK
428
Point72 Hong Kong
Hong Kong
$61K +$27.2K +485 +104%
AssetMark Inc
429
AssetMark Inc
California
$60K +$1.34K +24 +3%
TF
430
Tompkins Financial
New York
$53K
CPA
431
Cowen Prime Advisors
New York
$52K
QCG
432
Quadrant Capital Group
Ohio
$50K +$18.5K +330 +66%
ARMT
433
Amica Retiree Medical Trust
Rhode Island
$46K
CCM
434
Covington Capital Management
California
$45K
GXMC
435
Global X Management Company
New York
$43K +$5.83K +104 +19%
OC
436
Oakworth Capital
Alabama
$41K +$36.9K +659 +2,354%
SIM
437
Sentry Investment Management
Wisconsin
$38K -$428K -7,635 -93%
EWM
438
Edge Wealth Management
New York
$38K
PA
439
Parallel Advisors
California
$38K +$16.8K +300 +105%
AIM
440
Advantage Investment Management
Iowa
$37K
IDBONY
441
Israel Discount Bank of New York
New York
$36K
FHA
442
First Horizon Advisors
Tennessee
$32K -$12.6K -224 -32%
TL
443
TrueWealth LLC
Georgia
$32K +$28K +500 New
GAM
444
Gemmer Asset Management
California
$30K +$16.8K +300 +179%
BCM
445
Blume Capital Management
California
$26K
RFA
446
Reilly Financial Advisors
California
$26K
PFBT
447
Parkside Financial Bank & Trust
Missouri
$25K +$448 +8 +2%
EA
448
Edge Advisors
Georgia
$24K +$280 +5 +1%
RIA
449
RPG Investment Advisory
California
$23K
GLI
450
Guardian Life Insurance
New York
$23K +$5.94K +106 +43%

HP Hedge Fund Activity: Q4 2017 in Review

514 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2017, worth a combined $7.54B — up 24% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HP positions and 47 closed out — a net gain of 34 holders — while 156 added to existing stakes and 191 trimmed.

The largest buyer was Capital World Investors, adding an estimated $64.9M. The largest seller was NN Investment Partners Holdings, cutting an estimated $58.4M.

  • 514 institutional investors held Helmerich & Payne (HP) as of Q4 2017, up from 482 in Q3 2017.
  • Funds reported $7.54B of Helmerich & Payne stock for Q4 2017, up 24% quarter-over-quarter.
  • 81 funds opened new Helmerich & Payne positions in Q4 2017 and 47 closed out, a net change of +34 holders.
  • The largest Helmerich & Payne buyer in Q4 2017 was Capital World Investors, an estimated $64.9M added.
  • The largest Helmerich & Payne seller in Q4 2017 was NN Investment Partners Holdings, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2017.