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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 %
OAM
476
Orinda Asset Management
California
$215K – – –
CLOS
477
Compagnie Lombard Odier SCmA
Switzerland
$205K +$205K +2,444 New
KCM
478
Kornitzer Capital Management
Kansas
$203K -$804K -9,580 -80%
RHJA
479
Rice Hall James & Associates
California
$202K +$202K +2,400 New
FAT
480
First American Trust
California
$202K +$202K +2,400 New
BCM
481
Birmingham Capital Management
Alabama
$202K +$202K +2,400 New
EOJOAM
482
E. Ohman J:or Asset Management
Sweden
$202K – – –
Creative Planning
483
Creative Planning
Kansas
$188K +$5.48K +65 +3%
MCM
484
McKinley Capital Management
Alaska
$177K +$177K +2,101 New
NCM
485
Nelson Capital Management
California
$168K – – –
WAM
486
Wolverine Asset Management
Illinois
$168K +$168K +2,000 New
RNS
487
Robert N. Shapiro
$165K -$107K -1,270 -39%
WA
488
WFG Advisors
Texas
$150K +$87.8K +1,044 +141%
Toronto Dominion Bank
489
Toronto Dominion Bank
Ontario, Canada
$144K +$144K +1,710 New
ICM
490
ICC Capital Management
Florida
$143K – – –
M
491
MOTCO
Texas
$143K – – –
OMCS
492
Old Mutual Customised Solutions
South Africa
$143K – – –
TRCT
493
Tower Research Capital (TRC)
New York
$123K -$246K -2,926 -67%
STC
494
SEI Trust Company
Pennsylvania
$116K -$723K -8,614 -86%
NYLT
495
New York Life Trust
New York
$113K +$113K +1,340 New
SSG
496
Summit Securities Group
New York
$109K +$109K +1,300 New
WIL
497
Winifred I. Li
$98K – – –
MME
498
Meag Munich Ergo
Germany
$87K -$15.5M -187,174 -99%
WCM
499
Windsor Capital Management
Arizona
$81K – – –
IMS
500
Index Management Solutions
Pennsylvania
$79K +$8.85K +105 +13%
18 19
20
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