We are live on ! Find out more
HP icon

Helmerich & Payne
HP

374 hedge funds and large institutions have $4.13B invested in Helmerich & Payne in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 138 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $22M | Put options by funds: $12.4M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

21% more capital invested

Capital invested by funds: $3.4B → $4.13B (+$730M)

4.78% more ownership

Funds ownership: 93.56% → 98.34% (+4.8%)

3% more funds holding

Funds holding: 363 → 374 (+11)

11% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 138

Holders
374
Holders Change
+11
Holders Change %
+3.03%
% of All Funds
5.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
123
Reduced
138
Closed
32
Calls
$22M
Puts
$12.4M
Net Calls
+$9.61M
Net Calls Change
+$2.71M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$100M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$49.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$32.8M
4
Walleye Capital
Walleye Capital
New York
+$21.5M
5
Goldman Sachs
Goldman Sachs
New York
+$17.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$40.1M
2
ECA
Encompass Capital Advisors
New York
-$24.6M
3
SG
Sourcerock Group
Colorado
-$22.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$19.4M
5
Norges Bank
Norges Bank
Norway
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$12.2M -$592K -14,183 -5%
GJL
52
Gendell Jeffrey L
$11.8M -$2.28M -54,604 -16%
SI
53
Sprott Inc
Ontario, Canada
$11.4M -$1.25M -30,000 -10%
Allianz Asset Management
54
Allianz Asset Management
Germany
$11.3M -$3.92M -93,894 -26%
Man Group
55
Man Group
United Kingdom
$11M -$5.02M -120,306 Closed
Two Sigma Advisers
56
Two Sigma Advisers
New York
$10.7M +$2.79M +66,700 +36%
ECM
57
ExodusPoint Capital Management
New York
$10.4M +$8.98M +215,037 +689%
PA
58
Pinnacle Associates
New York
$9.76M -$276K -6,599 -3%
Swiss National Bank
59
Swiss National Bank
Switzerland
$9.51M -$79.3K -1,900 -0.8%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$8.67M +$1.29M +30,928 +18%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$7.64M -$193K -4,623 -2%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$7.57M +$1.34M +31,973 +22%
AWCI
63
Alpine Woods Capital Investors
New York
$7.31M -$154K -3,688 -2%
Wells Fargo
64
Wells Fargo
California
$6.75M -$2.23M -53,352 -25%
Franklin Resources
65
Franklin Resources
California
$6.59M -$2.32M -55,512 -26%
Barclays
66
Barclays
United Kingdom
$6.45M +$255K +6,111 +4%
AIM
67
ARGA Investment Management
Connecticut
$6.26M +$4.01M +96,066 +183%
AQR Capital Management
68
AQR Capital Management
Connecticut
$6.26M +$2.27M +54,302 +58%
HF
69
HRT Financial
New York
$6.14M +$5.62M +134,596 +1,207%
MAP
70
Moody Aldrich Partners
Massachusetts
$6.04M +$283K +6,768 +5%
Citadel Advisors
71
Citadel Advisors
Florida
$5.83M -$4.37M -104,610 -43%
SC
72
Sagefield Capital
Texas
$5.61M +$923K +22,103 +20%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$5.59M -$80.1K -1,919 -1%
Millennium Management
74
Millennium Management
New York
$5.42M -$8M -191,460 -60%
Prudential Financial
75
Prudential Financial
New Jersey
$5.32M -$2.98M -71,398 -36%
1 2
3
4 5

HP Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2023, worth a combined $4.13B — up 21% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HP positions and 32 closed out — a net gain of 16 holders — while 123 added to existing stakes and 138 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $100M. The largest seller was BlackRock, cutting an estimated $40.1M.

  • 374 institutional investors held Helmerich & Payne (HP) as of Q3 2023, up from 363 in Q2 2023.
  • Funds reported $4.13B of Helmerich & Payne stock for Q3 2023, up 21% quarter-over-quarter.
  • 48 funds opened new Helmerich & Payne positions in Q3 2023 and 32 closed out, a net change of +16 holders.
  • The largest Helmerich & Payne buyer in Q3 2023 was Victory Capital Management, an estimated $100M added.
  • The largest Helmerich & Payne seller in Q3 2023 was BlackRock, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2023.