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Helmerich & Payne
HP

Overview Fund Activity

576 hedge funds and large institutions have $10.9B invested in Helmerich & Payne in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 192 increasing their positions, 230 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+36
Holders Change %
+6.67%
% of All Funds
16.65%
Holding in Top 10
31
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+93.75%
% of All Funds
0.9%
New
88
Increased
192
Reduced
230
Closed
44
Calls
$62.3M
Puts
$74.2M
Net Calls
-$11.9M
Net Calls Change
-$74.5M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$260M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$281M
3
SFM
Systematic Financial Management
New Jersey
$74.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$983M
5
GC
Guggenheim Capital
Illinois
$89.1M

Top Sellers

1
SCM
Sandler Capital Management
New York
$38.6M
2
Citadel Advisors
Citadel Advisors
Florida
$883K
3
RA
Royce & Associates
New York
$252M
4
Goldman Sachs
Goldman Sachs
New York
$46.8M
5
ARC
Absolute Return Capital
Massachusetts
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
501
Naples Global Advisors
Florida
$231K +$231K +2,145 New
YMRC
502
Yorktown Management & Research Company
Virginia
$226K +$226K +2,100 New
FMW
503
Farr Miller & Washington
District of Columbia
$223K +$223K +2,075 New
NPC
504
National Planning Corporation
California
$221K +$221K +2,050 New
SAM
505
Shamrock Asset Management
Texas
$221K +$221K +2,054 New
CCM
506
Carderock Capital Management
Maryland
$221K +$221K +2,056 New
WA
507
WFG Advisors
Texas
$219K +$27.4K +255 +14%
ACA
508
Anchor Capital Advisors
Massachusetts
$216K +$216K +2,006 New
KCM
509
Kornitzer Capital Management
Kansas
$215K -$45.2K -420 -17%
WAM
510
Wolverine Asset Management
Illinois
$215K – – –
NCM
511
Nelson Capital Management
California
$215K – – –
SM
512
Stratton Management
Pennsylvania
$215K +$215K +2,000 New
ACM
513
Argyle Capital Management
Pennsylvania
$215K +$215K +2,000 New
CI
514
Constellation Investments
Ohio
$215K +$215K +2,000 New
KA
515
KLCM Advisors
Wisconsin
$215K +$215K +2,000 New
RNS
516
Robert N. Shapiro
$211K – – –
ONB
517
Old National Bancorp
Indiana
$207K +$207K +1,928 New
SC
518
Scotia Capital
Ontario, Canada
$206K +$206K +1,915 New
BAS
519
Brown Advisory Securities
Maryland
$205K -$270K -2,500 -57%
CAI
520
Capital Advisors Inc
Oklahoma
$201K +$201K +1,865 New
IMS
521
Index Management Solutions
Pennsylvania
$194K +$93.2K +866 +92%
Toronto Dominion Bank
522
Toronto Dominion Bank
Ontario, Canada
$185K +$754 +7 +0.4%
BRWA
523
B. Riley Wealth Advisors
Florida
$185K +$185K +1,718 New
M
524
MOTCO
Texas
$183K – – –
OMCS
525
Old Mutual Customised Solutions
South Africa
$183K – – –
19 20
21
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