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Helmerich & Payne
HP

Overview Fund Activity

550 hedge funds and large institutions have $6.46B invested in Helmerich & Payne in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 172 increasing their positions, 193 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+12
Holders Change %
+2.23%
% of All Funds
12.61%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
70
Increased
172
Reduced
193
Closed
55
Calls
$50.8M
Puts
$76.8M
Net Calls
-$26M
Net Calls Change
-$14.7M

Top Buyers

1
Invesco
Invesco
Georgia
+$39.6M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$38.3M
3
Capital World Investors
Capital World Investors
California
+$31.9M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$21.9M
5
PA
Pinnacle Associates
New York
+$20M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$207M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$51.9M
3
ACM
Arosa Capital Management
Florida
-$37.9M
4
GC
Guggenheim Capital
Illinois
-$37.3M
5
Millennium Management
Millennium Management
New York
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
526
Peak Capital Management
Colorado
$4K +$4K +60 New
EARNEST Partners
527
EARNEST Partners
Georgia
$3K -$3.06K -55 -50%
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
JA
529
JOYN Advisors
Georgia
$3K +$3K +49 New
SIS
530
Sound Income Strategies
Florida
$2K -$2.07K -29 -51%
GI
531
Gradient Investments
Minnesota
$2K -$400 -5 -17%
MDCM
532
Morgan Dempsey Capital Management
Wisconsin
$2K – – –
OFW
533
Omnia Family Wealth
Florida
$2K – – –
WA
534
WealthTrust-Arizona
Arizona
$2K +$65 +1 +3%
FANJ
535
Financial Architects (New Jersey)
New Jersey
$2K +$2K +30 New
CFC
536
Coyle Financial Counsel
Illinois
$2K +$2K +33 New
AIL
537
AGF Investments LLC
Ontario, Canada
$1.24K +$740 +11,601 +148%
NIM
538
NuWave Investment Management
New Jersey
$1K -$23.2K -464 -96%
RA
539
Rational Advisors
New York
$1K -$1.9K -38 -66%
TCA
540
Tortoise Capital Advisors
Kansas
$1K – – –
CFA
541
Carroll Financial Associates
North Carolina
$1K – – –
BBHC
542
Brown Brothers Harriman & Co
New York
$1K – – –
PCG
543
Private Capital Group
Connecticut
$1K – – –
FIB
544
First Interstate Bank
Montana
$1K – – –
WWM
545
Willingdon Wealth Management
North Carolina
$1K +$1K +11 New
NA
546
NewEdge Advisors
Louisiana
$325 +$325 +5,183 New
RCAG
547
Rehmann Capital Advisory Group
Michigan
$64 – – –
FRA
548
Front Row Advisors
California
$4 +$4 +60 New
FPA
549
First Pacific Advisors
California
– -$18.6M -279,408 Closed
TCM
550
TVR Capital Management
Connecticut
– -$9.79M -147,147 Closed
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