We are live on ! Find out more
HP icon

Helmerich & Payne
HP

541 hedge funds and large institutions have $7.62B invested in Helmerich & Payne in 2017 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 190 increasing their positions, 199 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.61% more ownership

Funds ownership: 102.84% → 105.45% (+2.6%)

5% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 199

3% less funds holding

Funds holding: 558 → 541 (-17)

11% less capital invested

Capital invested by funds: $8.61B → $7.62B (-$987M)

12% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 68

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

53% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $97.3M

Holders
541
Holders Change
-17
Holders Change %
-3.05%
% of All Funds
13.47%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.12%
New
60
Increased
190
Reduced
199
Closed
68
Calls
$45.8M
Puts
$97.3M
Net Calls
-$51.6M
Net Calls Change
+$115M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$758M
2
Artisan Partners
Artisan Partners
Wisconsin
+$165M
3
American Century Companies
American Century Companies
Missouri
+$109M
4
PP
Prudential plc
United Kingdom
+$104M
5
WRF
Waddell & Reed Financial
Kansas
+$33.5M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$141M
2
Capital World Investors
Capital World Investors
California
-$56.2M
3
Goldman Sachs
Goldman Sachs
New York
-$46.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$31.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$28.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
551
Engineers Gate Manager
New York
– -$2.51M -32,409 Closed
CIM
552
Chiron Investment Management
New York
– -$2.34M -30,229 Closed
CC
553
Cipher Capital
New York
– -$1.98M -25,567 Closed
ARTA
554
A.R.T. Advisors
New York
– -$1.93M -24,900 Closed
SAM
555
Symphony Asset Management
California
– -$1.8M -23,212 Closed
SCA
556
Secor Capital Advisors
New York
– -$1.78M -22,964 Closed
GA
557
Gateway Advisory
New Jersey
– -$1.6M -20,668 Closed
TI
558
Trexquant Investment
Connecticut
– -$1.3M -16,800 Closed
NIT
559
NumerixS Investment Technologies
British Columbia, Canada
– -$1.07M -13,800 Closed
DCM
560
Driehaus Capital Management
Illinois
– -$1.02M -13,169 Closed
GLA
561
Great Lakes Advisors
Illinois
– -$1.01M -13,120 Closed
NEI
562
Northwest & Ethical Investments
Ontario, Canada
– -$1.01M -13,046 Closed
EI
563
Elkhorn Investments
Illinois
– -$1.01M -13,044 Closed
Tudor Investment Corp
564
Tudor Investment Corp
Connecticut
– -$895K -11,563 Closed
Capital Fund Management (CFM)
565
Capital Fund Management (CFM)
France
– -$819K -11,512 Closed
SCM
566
Shelton Capital Management
Colorado
– -$790K -10,205 Closed
Jennison Associates
567
Jennison Associates
New York
– -$697K -9,008 Closed
IRF
568
IBM Retirement Fund
New York
– -$597K -7,707 Closed
N
569
Natixis
France
– -$573K -7,402 Closed
Axa
570
Axa
France
– -$568K -7,334 Closed
Nomura Holdings
571
Nomura Holdings
Japan
– -$548K -7,060 Closed
ZIG
572
Zurich Insurance Group
Switzerland
– -$424K -5,481 Closed
NME
573
Notis-McConarty Edward
– -$369K -4,765 Closed
VFA
574
Voya Financial Advisors
Connecticut
– -$328K -4,199 Closed
ABP
575
Arthur B. Page
– -$318K -4,115 Closed
21 22
23
24 25

HP Hedge Fund Activity: Q1 2017 in Review

541 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2017, worth a combined $7.62B — down 11% from $8.61B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of HP and 60 opened new positions — a net loss of 8 holders — while 199 trimmed existing stakes and 190 added.

The largest buyer was BlackRock, adding an estimated $758M. The largest seller was AllianceBernstein, cutting an estimated $141M.

  • 541 institutional investors held Helmerich & Payne (HP) as of Q1 2017, down from 558 in Q4 2016.
  • Funds reported $7.62B of Helmerich & Payne stock for Q1 2017, down 11% quarter-over-quarter.
  • 60 funds opened new Helmerich & Payne positions in Q1 2017 and 68 closed out, a net change of -8 holders.
  • The largest Helmerich & Payne buyer in Q1 2017 was BlackRock, an estimated $758M added.
  • The largest Helmerich & Payne seller in Q1 2017 was AllianceBernstein, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2017.