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Helmerich & Payne
HP

Overview Fund Activity

540 hedge funds and large institutions have $8.5B invested in Helmerich & Payne in 2013 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 193 increasing their positions, 202 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+49
Holders Change %
+9.98%
% of All Funds
15.68%
Holding in Top 10
16
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+100%
% of All Funds
0.46%
New
85
Increased
193
Reduced
202
Closed
34
Calls
$165M
Puts
$103M
Net Calls
+$62.6M
Net Calls Change
+$47.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$82.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$148M
3
SCM
Sandler Capital Management
New York
$87.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$108M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$113M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$1.69M
2
JHIU
Janus Henderson Investors US
Colorado
$98.9M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$93.9M
5
BCM
Becker Capital Management
Oregon
$984K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
451
United Capital Financial Advisors
Texas
$279K -$13K -155 -4%
ZDA
452
Zweig-DiMenna Associates
New York
$277K -$363K -4,321 -57%
AWA
453
AmeriServ Wealth Advisors
Pennsylvania
$277K -$16.8K -200 -6%
ATC
454
Adirondack Trust Company
New York
$272K – – –
CTC
455
Central Trust Company
Missouri
$270K +$1.26K +15 +0.5%
FT
456
Fiduciary Trust
Massachusetts
$269K – – –
LIA
457
LS Investment Advisors
Michigan
$269K +$167K +1,980 +163%
VKH
458
Virtu KCG Holdings
New York
$261K -$133K -1,582 -34%
CI
459
Conning Inc
Connecticut
$260K +$260K +3,098 New
DILH
460
Dai-ichi Life Holdings
Japan
$259K – – –
AA
461
Ancora Advisors
Ohio
$252K – – –
WSCM
462
Wellington Shields Capital Management
New York
$252K – – –
NC
463
NBW Capital
Massachusetts
$252K – – –
BACM
464
Blue Arrow Capital Management
New York
$252K +$252K +3,000 New
BST
465
Bath Savings Trust
Maine
$244K +$244K +2,900 New
SWA
466
SFMG Wealth Advisors
Texas
$243K +$243K +2,892 New
LTFS
467
Ladenburg Thalmann Financial Services
Florida
$241K +$14.7K +175 +7%
CC
468
Courier Capital
New York
$240K +$240K +2,852 New
OA
469
OFI Advisors
Pennsylvania
$239K -$8.91K -106 -4%
VAM
470
Verity Asset Management
North Carolina
$236K +$236K +2,802 New
WTIM
471
Wilmington Trust Investment Management
Delaware
$229K +$229K +2,720 New
SFSIG
472
San Francisco Sentry Investment Group
California
$219K – – –
PAM
473
PartnerRe Asset Management
Connecticut
$217K -$11.4K -135 -5%
SGH
474
Schonfeld Group Holdings
New York
$217K +$217K +2,583 New
FCB
475
First Citizens Bancorporation
South Carolina
$216K +$216K +2,570 New
17 18
19
20 21