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Helmerich & Payne

374 hedge funds and large institutions have $3.71B invested in Helmerich & Payne in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $16M

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $2.83B → $3.71B (+$885M)

16% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 110

4% more funds holding

Funds holding: 359374 (+15)

3.09% more ownership

Funds ownership: 100.21%103.29% (+3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
374
Holders Change
+15
Holders Change %
+4.18%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
128
Reduced
110
Closed
42
Calls
$28.4M
Puts
$16M
Net Calls
+$12.4M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$33.5M -$484K -14,204 -2%
CF
27
Canoe Financial
Alberta, Canada
$33.1M +$31.4M +919,500 New
SI
28
Sprott Inc
Ontario, Canada
$30.9M -$2.73M -80,000 -9%
Walleye Capital
29
Walleye Capital
New York
$26M +$18.8M +551,083 +325%
Public Sector Pension Investment Board (PSP Investments)
30
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.9M +$10.9M +320,394 +93%
VFT
31
Vanguard Fiduciary Trust
Pennsylvania
$22.9M +$21.7M +635,494 New
BCM
32
Bridgeway Capital Management
Texas
$22.9M +$595K +17,454 +3%
SFM
33
Systematic Financial Management
New Jersey
$21.3M -$674K -19,773 -3%
Mariner
34
Mariner
Kansas
$18.9M -$172K -5,050 -1%
SBH
35
Segall Bryant & Hamill
Illinois
$18.8M -$926K -27,151 -5%
Principal Financial Group
36
Principal Financial Group
Iowa
$17.5M +$389K +11,416 +2%
Alyeska Investment Group
37
Alyeska Investment Group
Illinois
$17.3M -$1.85M -54,279 -10%
EF
38
Empowered Funds
Pennsylvania
$17.1M +$16.2M +474,752 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$15.3M +$2.97M +87,154 +26%
MIM
40
MetLife Investment Management
New Jersey
$15.2M +$12.5M +367,674 +679%
NAMI
41
Nomura Asset Management International
Pennsylvania
$14.1M -$4.08M -119,597 -23%
Renaissance Technologies
42
Renaissance Technologies
New York
$13.7M -$3.07M -90,000 -19%
Franklin Resources
43
Franklin Resources
California
$13.3M +$10.1M +295,973 +404%
KCM
44
Kornitzer Capital Management
Kansas
$11.9M -$113K -3,324 -1%
NIG
45
NFJ Investment Group
Texas
$11.7M -$356K -10,427 -3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$10.6M +$215K +6,314 +2%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$10.3M +$1.3M +38,052 +15%
SPS
48
Susquehanna Portfolio Strategies
Pennsylvania
$10.2M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
49
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.98M +$9.45M +277,063 New
GCM
50
Gibraltar Capital Management
Oklahoma
$9.8M -$1.19M -34,859 -11%