Helmerich & Payne
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$75.9M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$59.6M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$29.4M |
| 4 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
+$28.6M |
| 5 |
BlackRock
New York
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Squarepoint
New York
|
-$30.7M |
| 2 |
Walleye Capital
New York
|
-$19.9M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$15.3M |
| 4 |
SIG
Senator Investment Group
New York
|
-$14.8M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$10.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QL
426
Quarry LP
New York
| – | -$18.5K | -439 | Closed |
|
|
FFL
427
Financial Freedom LLC
Cincinnati,
Ohio
| – | -$11K | -260 | Closed |
|
|
WWP
428
WR Wealth Planners
Columbia,
Missouri
| – | -$8.43K | -200 | Closed |
|
|
PVH
429
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$8K | -172 | Closed |
|
|
BWP
430
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$5.27K | -125 | Closed |
|
|
TWM
431
Tradition Wealth Management
Edina,
Minnesota
| – | -$4K | -84 | Closed |
|
|
FHA
432
First Horizon Advisors
Memphis,
Tennessee
| – | -$2.02K | -48 | Closed |
|
433
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$999 | -25 | Closed |
|
|
JWM
434
Janiczek Wealth Management
Denver,
Colorado
| – | -$338 | -8 | Closed |
|
|
HI
435
Horizon Investments
Charlotte,
North Carolina
| – | -$253 | -6 | Closed |
|
|
LSA
436
Leonteq Securities AG
Zurich,
Switzerland
| – | -$84 | -2 | Closed |
|
|
SSG
437
Summit Securities Group
New York
| – | +$39 | +1 | New |
|
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.