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Helmerich & Payne
HP

Overview Fund Activity

478 hedge funds and large institutions have $6.56B invested in Helmerich & Payne in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 203 increasing their positions, 167 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
-63
Holders Change %
-11.65%
% of All Funds
11.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
33
Increased
203
Reduced
167
Closed
92
Calls
$51.1M
Puts
$72.9M
Net Calls
-$21.8M
Net Calls Change
+$29.8M

Top Buyers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$117M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$212M
3
Capital International Investors
3
Capital International Investors
California
$318M
4
TIM
4
Thornburg Investment Management
New Mexico
$86.7M
5
KP
5
Kiltearn Partners
United Kingdom
$124M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$61.7M
2
AL
2
AJO LP
Pennsylvania
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.97M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$5.09M
5
PMAM
5
Picton Mahoney Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWNA
551
Marshall Wace North America
New York
– -$209K -3,122 Closed
YMRC
552
Yorktown Management & Research Company
Virginia
– -$200K -3,000 Closed
FPF
553
FNY Partners Fund
New York
– -$86K -1,300 Closed
CSS
554
Cubist Systematic Strategies
Connecticut
– -$87K -1,300 Closed
Walleye Trading
555
Walleye Trading
New York
– -$26 -393 Closed
SAM
556
Shamrock Asset Management
Texas
– -$18K -265 Closed
WOC
557
West Oak Capital
California
– -$16.8K -252 Closed
BWP
558
Baldwin Wealth Partners
Massachusetts
– -$14K -214 Closed
CFA
559
Carroll Financial Associates
North Carolina
– -$13K -200 Closed
AIM
560
Acrospire Investment Management
Illinois
– -$13K -200 Closed
JWA
561
JFS Wealth Advisors
Pennsylvania
– -$14K -180 Closed
IPC
562
Independent Portfolio Consultants
Florida
– -$10K -150 Closed
SWA
563
Sutton Wealth Advisors
Florida
– -$8.45K -127 Closed
PWM
564
Perigon Wealth Management
California
– -$7K -110 Closed
TDC
565
Thompson Davis & Co
Virginia
– -$3K -44 Closed
IP
566
Intellectus Partners
California
– -$3K -39 Closed
MDCM
567
Morgan Dempsey Capital Management
Wisconsin
– -$2K -25 Closed
PFO
568
Pathstone Family Office
New Jersey
– -$1K -18 Closed
TCM
569
Tradewinds Capital Management
Washington
– -$1K -12 Closed
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