Helmerich & Payne
397 hedge funds and large institutions have $4.6B invested in Helmerich & Payne in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 123 increasing their positions, 132 reducing their positions, and 35 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
143% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 35
49% more call options, than puts
Call options by funds: $64M | Put options by funds: $43M
25% more capital invested
Capital invested by funds: $3.66B → $4.6B (+$934M)
12% more funds holding
Funds holding: 354 → 397 (+43)
7% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 132
1.65% less ownership
Funds ownership: 94.13% → 92.47% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$27.4M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
+$23.4M |
| 3 |
ACM
Anomaly Capital Management
New York
|
+$20.2M |
| 4 |
Renaissance Technologies
New York
|
+$17.8M |
| 5 |
PC
PointState Capital
New York
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$67.1M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$60.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$30.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$20.5M |
| 5 |
Goldman Sachs
New York
|
-$16.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
426
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$72K | -717 | Closed |
|
|
AA
427
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$20K | -549 | Closed |
|
|
HL
428
Harding Loevner
Bridgewater,
New Jersey
| – | -$16K | -445 | Closed |
|
|
SWM
429
Selective Wealth Management
Forest,
Virginia
| – | -$8K | -206 | Closed |
|
|
IAMOG
430
Investors Asset Management of Georgia
Atlanta,
Georgia
| – | -$5K | -140 | Closed |
|
|
NICM
431
Neo Ivy Capital Management
New York
| – | -$4K | -116 | Closed |
|
|
GWSG
432
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$1K | -20 | Closed |
|
HP Hedge Fund Activity: Q4 2022 in Review
397 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2022, worth a combined $4.6B — up 25% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new HP positions and 35 closed out — a net gain of 50 holders — while 123 added to existing stakes and 132 trimmed.
The largest buyer was BlackRock, adding an estimated $27.4M. The largest seller was Janus Henderson Group, cutting an estimated $67.1M.
- 397 institutional investors held Helmerich & Payne (HP) as of Q4 2022, up from 354 in Q3 2022.
- Funds reported $4.6B of Helmerich & Payne stock for Q4 2022, up 25% quarter-over-quarter.
- 85 funds opened new Helmerich & Payne positions in Q4 2022 and 35 closed out, a net change of +50 holders.
- The largest Helmerich & Payne buyer in Q4 2022 was BlackRock, an estimated $27.4M added.
- The largest Helmerich & Payne seller in Q4 2022 was Janus Henderson Group, an estimated $67.1M sold.
Based on aggregated 13F filings for Q4 2022.