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Helmerich & Payne
HP

402 hedge funds and large institutions have $4.36B invested in Helmerich & Payne in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 156 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $13.4M

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

13% more capital invested

Capital invested by funds: $3.86B → $4.36B (+$493M)

3% more funds holding

Funds holding: 392 → 402 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.46% less ownership

Funds ownership: 107.31% → 104.85% (-2.5%)

15% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 156

Holders
402
Holders Change
+10
Holders Change %
+2.55%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
63
Increased
133
Reduced
156
Closed
48
Calls
$21.3M
Puts
$13.4M
Net Calls
+$7.9M
Net Calls Change
-$1.34M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$29.5M
2
Charles Schwab
Charles Schwab
California
+$20.7M
3
Victory Capital Management
Victory Capital Management
Texas
+$19.7M
4
AIM
ARGA Investment Management
Connecticut
+$18.6M
5
American Century Companies
American Century Companies
Missouri
+$11M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$70.3M
2
BlackRock
BlackRock
New York
-$38.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$14.2M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13.5M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
426
Sherbrooke Park Advisers
New York
– -$243K -6,708 Closed
UCFA
427
United Capital Financial Advisors
Texas
– -$234K -6,448 Closed
SRL
428
Scientech Research LLC
New Jersey
– -$219K -6,043 Closed
GCP
429
GSA Capital Partners
United Kingdom
– -$213K -5,884 Closed
GCM
430
Gallacher Capital Management
Colorado
– -$212K -5,866 Closed
BC
431
Bridgefront Capital
Texas
– -$204K -5,639 Closed
Qube Research & Technologies (QRT)
432
Qube Research & Technologies (QRT)
United Kingdom
– -$175K -4,843 Closed
TPCW
433
TD Private Client Wealth
New York
– -$69K -1,904 Closed
MAM
434
Meeder Asset Management
Ohio
– -$64.7K -1,786 Closed
AIC
435
Archer Investment Corporation
Indiana
– -$46.5K -1,285 Closed
CA
436
Clearstead Advisors
Ohio
– -$36.2K -1,000 Closed
RFA
437
Resurgent Financial Advisors
Georgia
– -$32.6K -900 Closed
ASN
438
Advisory Services Network
Georgia
– -$30.2K -833 Closed
JFGIW
439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$17.5K -484 Closed
PE
440
Point72 Europe
United Kingdom
– -$13.2K -364 Closed
GWS
441
Glassman Wealth Services
Virginia
– -$7.32K -202 Closed
PA
442
Pineridge Advisors
Missouri
– -$3.8K -105 Closed
DAC
443
Dividend Assets Capital
South Carolina
– -$4K -100 Closed
CA
444
Crewe Advisors
Utah
– -$2.57K -71 Closed
BGAI
445
Bruce G. Allen Investments
Colorado
– -$2.46K -68 Closed
LF
446
Lee Financial
Texas
– -$2.39K -66 Closed
CT
447
Caldwell Trust
Florida
– -$1.7K -47 Closed
VNA
448
Valley National Advisers
Pennsylvania
– -$1K -30 Closed
GI
449
Gradient Investments
Minnesota
– -$833 -23 Closed
14 15 16 17
18

HP Hedge Fund Activity: Q1 2024 in Review

402 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2024, worth a combined $4.36B — up 13% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HP positions and 48 closed out — a net gain of 15 holders — while 133 added to existing stakes and 156 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $70.3M.

  • 402 institutional investors held Helmerich & Payne (HP) as of Q1 2024, up from 392 in Q4 2023.
  • Funds reported $4.36B of Helmerich & Payne stock for Q1 2024, up 13% quarter-over-quarter.
  • 63 funds opened new Helmerich & Payne positions in Q1 2024 and 48 closed out, a net change of +15 holders.
  • The largest Helmerich & Payne buyer in Q1 2024 was Pacer Advisors, an estimated $29.5M added.
  • The largest Helmerich & Payne seller in Q1 2024 was Morgan Stanley, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2024.