We are live on ! Find out more
HP icon

Helmerich & Payne

383 hedge funds and large institutions have $3.83B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $10.7M

2.59% more ownership

Funds ownership: 104.85%107.44% (+2.6%)

5% less funds holding

Funds holding: 402383 (-19)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

12% less capital invested

Capital invested by funds: $4.36B → $3.83B (-$524M)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
383
Holders Change
-19
Holders Change %
-4.73%
% of All Funds
5.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
132
Reduced
149
Closed
52
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DRZID
26
DePrince Race & Zollo Inc (DRZ)
Florida
$32.1M -$909K -23,640 -3%
Goldman Sachs
27
Goldman Sachs
New York
$28.8M -$1.36M -35,435 -4%
GJL
28
Gendell Jeffrey L
$28.4M +$10.2M +266,320 +51%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$28.3M -$77 -2 -0%
GACM
30
Global Alpha Capital Management
Quebec, Canada
$26.8M +$984K +25,600 +4%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$26.4M -$3.92M -102,035 -12%
GIP
32
Granite Investment Partners
California
$23.9M -$2.52M -65,660 -9%
SBH
33
Segall Bryant & Hamill
Illinois
$22.1M +$1.48M +38,441 +7%
FFH
34
Fairfax Financial Holdings
Ontario, Canada
$20.1M
SI
35
Sprott Inc
Ontario, Canada
$20M
Principal Financial Group
36
Principal Financial Group
Iowa
$18.6M -$1M -26,112 -5%
Deutsche Bank
37
Deutsche Bank
Germany
$17.9M -$2.21M -57,372 -10%
SFM
38
Systematic Financial Management
New Jersey
$17.1M -$435K -11,325 -2%
JP Morgan Chase
39
JP Morgan Chase
New York
$16.8M -$2.92M -76,044 -14%
CCM
40
Channing Capital Management
Illinois
$16.3M
GLA
41
Great Lakes Advisors
Illinois
$14.6M -$534K -13,880 -3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$14.1M -$1.05M -27,240 -7%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$13.3M +$7.72M +200,700 +121%
Ameriprise
44
Ameriprise
Minnesota
$13.2M -$1.14M -29,755 -8%
CIM
45
Cambria Investment Management
California
$12.8M +$13.3M +346,825 +5,446%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$12.3M -$54.2K -1,409 -0.4%
KCM
47
Kornitzer Capital Management
Kansas
$12.2M -$119K -3,090 -0.9%
GT
48
Glenmede Trust
Pennsylvania
$11.7M +$65.1K +1,692 +0.5%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$11.7M +$3.85M +100,096 +45%
KCM
50
Kennedy Capital Management
Missouri
$11.6M +$908K +23,622 +8%

HP Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2024, worth a combined $3.83B — down 12% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of HP and 38 opened new positions — a net loss of 14 holders — while 149 trimmed existing stakes and 132 added.

The largest buyer was American Century Companies, adding an estimated $19.8M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 383 institutional investors held Helmerich & Payne (HP) as of Q2 2024, down from 402 in Q1 2024.
  • Funds reported $3.83B of Helmerich & Payne stock for Q2 2024, down 12% quarter-over-quarter.
  • 38 funds opened new Helmerich & Payne positions in Q2 2024 and 52 closed out, a net change of -14 holders.
  • The largest Helmerich & Payne buyer in Q2 2024 was American Century Companies, an estimated $19.8M added.
  • The largest Helmerich & Payne seller in Q2 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.