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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 %
RFA
526
Reilly Financial Advisors
California
$159K +$159K +1,475 New
Loomis, Sayles & Company
527
Loomis, Sayles & Company
Massachusetts
$129K +$63.9K +594 +98%
WIL
528
Winifred I. Li
$126K – – –
Northwestern Mutual Wealth Management
529
Northwestern Mutual Wealth Management
Wisconsin
$125K +$125K +1,162 New
CLOS
530
Compagnie Lombard Odier SCmA
Switzerland
$113K -$150K -1,394 -57%
CRCP
531
Copper Rock Capital Partners
Massachusetts
$97K – – –
GIS
532
Guardian Investor Services
New York
$91K -$1.94K -18 -2%
FNBT
533
FineMark National Bank & Trust
Florida
$90K -$6.58K -61 -7%
ICM
534
ICC Capital Management
Florida
$86K -$96.8K -900 -53%
CPA
535
Cowen Prime Advisors
New York
$86K – – –
EAMA
536
EFG Asset Management (Americas)
Florida
$77K +$77K +713 New
ARMT
537
Amica Retiree Medical Trust
Rhode Island
$76K -$428K -4,000 -85%
HIM
538
Hillsdale Investment Management
Ontario, Canada
$75K – – –
AR
539
Advisory Research
Illinois
$75K +$75K +698 New
Parallax Volatility Advisers
540
Parallax Volatility Advisers
California
$73K -$551K -5,149 -88%
GLI
541
Guardian Life Insurance
New York
$65K – – –
First Manhattan
542
First Manhattan
New York
$64K -$10.7K -100 -14%
SAMC
543
Shinko Asset Management Company
Japan
$47K -$7.15K -66 -13%
W
544
Wealthfront
California
$45K +$45K +418 New
CFN
545
Cordasco Financial Network
Florida
$43K – – –
FHA
546
First Horizon Advisors
Tennessee
$42K -$3.4K -32 -7%
BGIM
547
Brandywine Global Investment Management
Pennsylvania
$39K -$5M -45,600 -99%
EWM
548
Evercore Wealth Management
New York
$39K – – –
WEC
549
Winslow Evans & Crocker
Massachusetts
$32.3K – – –
MFS
550
MSI Financial Services
Massachusetts
$29K -$23.8K -220 -45%
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