We are live on ! Find out more
HP icon

Helmerich & Payne

374 hedge funds and large institutions have $3.3B invested in Helmerich & Payne in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 126 increasing their positions, 138 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2% more capital invested

Capital invested by funds: $3.23B → $3.3B (+$75.3M)

8% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 138

2.78% less ownership

Funds ownership: 107.15%104.38% (-2.8%)

3% less funds holding

Funds holding: 385374 (-11)

21% less call options, than puts

Call options by funds: $7.95M | Put options by funds: $10M

Holders
374
Holders Change
-11
Holders Change %
-2.86%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
126
Reduced
138
Closed
59
Calls
$7.95M
Puts
$10M
Net Calls
-$2.05M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
26
Gendell Jeffrey L
$26.9M +$9.61M +283,157 +51%
Goldman Sachs
27
Goldman Sachs
New York
$25.9M -$2.24M -66,133 -8%
FFH
28
Fairfax Financial Holdings
Ontario, Canada
$24.8M +$7.43M +219,000 +39%
JP Morgan Chase
29
JP Morgan Chase
New York
$23.1M +$4.36M +128,501 +22%
Norges Bank
30
Norges Bank
Norway
$21.6M +$726K +21,381 +3%
SBH
31
Segall Bryant & Hamill
Illinois
$21.5M +$3.17M +93,315 +16%
SI
32
Sprott Inc
Ontario, Canada
$19M +$367K +10,800 +2%
SFM
33
Systematic Financial Management
New Jersey
$18.4M +$705K +20,770 +4%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$17.4M -$86.3K -2,542 -0.5%
AllianceBernstein
35
AllianceBernstein
Tennessee
$16.8M -$7.96M -234,615 -31%
Bank of America
36
Bank of America
North Carolina
$16.7M -$12.2M -358,312 -41%
Principal Financial Group
37
Principal Financial Group
Iowa
$15.3M +$455K +13,410 +3%
CCM
38
Channing Capital Management
Illinois
$15M +$1.82M +53,633 +13%
GIP
39
Granite Investment Partners
California
$14.7M -$4.33M -127,525 -22%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.2M +$2.21M +64,971 +19%
GT
41
Glenmede Trust
Pennsylvania
$12.9M -$162K -4,772 -1%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$12.2M +$1.03M +30,426 +9%
KCM
43
Kornitzer Capital Management
Kansas
$11.9M +$40.9K +1,205 +0.3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$11.4M -$620K -18,253 -5%
ECM
45
ExodusPoint Capital Management
New York
$10.9M +$11.6M +341,387 New
Ameriprise
46
Ameriprise
Minnesota
$10.4M -$709K -20,898 -6%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$9.84M +$54.7K +1,611 +0.5%
Deutsche Bank
48
Deutsche Bank
Germany
$9.72M -$6.96M -204,898 -40%
Legal & General Group
49
Legal & General Group
United Kingdom
$9.53M +$182K +5,358 +2%
First Trust Advisors
50
First Trust Advisors
Illinois
$8.48M +$2.72M +80,041 +43%

HP Hedge Fund Activity: Q4 2024 in Review

374 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2024, worth a combined $3.3B — up 2.3% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HP and 54 opened new positions — a net loss of 5 holders — while 138 trimmed existing stakes and 126 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $30.4M. The largest seller was Pacer Advisors, exiting entirely with an estimated $81.7M sold.

  • 374 institutional investors held Helmerich & Payne (HP) as of Q4 2024, down from 385 in Q3 2024.
  • Funds reported $3.3B of Helmerich & Payne stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 54 funds opened new Helmerich & Payne positions in Q4 2024 and 59 closed out, a net change of -5 holders.
  • The largest Helmerich & Payne buyer in Q4 2024 was Balyasny Asset Management, an estimated $30.4M added.
  • The largest Helmerich & Payne seller in Q4 2024 was Pacer Advisors, an estimated $81.7M sold.

Based on aggregated 13F filings for Q4 2024.