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Helmerich & Payne

374 hedge funds and large institutions have $3.71B invested in Helmerich & Payne in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $16M

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $2.83B → $3.71B (+$885M)

16% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 110

4% more funds holding

Funds holding: 359374 (+15)

3.09% more ownership

Funds ownership: 100.21%103.29% (+3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
374
Holders Change
+15
Holders Change %
+4.18%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
128
Reduced
110
Closed
42
Calls
$28.4M
Puts
$16M
Net Calls
+$12.4M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
51
Fulcrum Asset Management
United Kingdom
$9.77M +$9.29M +272,480 New
JP Morgan Chase
52
JP Morgan Chase
New York
$9.42M +$1.72M +50,394 +24%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$8.87M +$8.39M +246,110 New
UBS AM
54
UBS AM
Illinois
$8.68M +$2.24M +65,539 +37%
PA
55
Pinnacle Associates
New York
$8.24M -$224K -6,572 -3%
Legal & General Group
56
Legal & General Group
United Kingdom
$7.97M -$781K -22,907 -9%
N
57
Nuveen
North Carolina
$7.7M +$195K +5,717 +3%
Newport Trust Company
58
Newport Trust Company
District of Columbia
$7.22M +$6.84M +200,516 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$7.06M
ACG
60
Aventail Capital Group
New York
$6.77M -$94.3K -2,764 -1%
DIA
61
Dean Investment Associates
Ohio
$6.22M -$1.34M -39,361 -19%
SC
62
Sagefield Capital
Texas
$5.66M -$4.46M -130,665 -45%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$5.63M -$236K -6,918 -4%
Two Sigma Investments
64
Two Sigma Investments
New York
$5.48M +$5.19M +152,076 New
AQR Capital Management
65
AQR Capital Management
Connecticut
$5.03M +$461K +13,513 +11%
Millennium Management
66
Millennium Management
New York
$4.92M +$3.1M +90,879 +198%
Wells Fargo
67
Wells Fargo
California
$4.9M -$1.73M -50,870 -27%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.76M -$55.4K -1,624 -1%
Man Group
69
Man Group
United Kingdom
$4.74M +$4.49M +131,635 New
MCC
70
Money Concepts Capital
Florida
$4.69M -$189K -5,533 -4%
Squarepoint
71
Squarepoint
New York
$4.47M +$3.81M +111,841 +921%
DCM
72
Dean Capital Management
Kansas
$4.36M -$794K -23,282 -16%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$4.27M +$551K +16,147 +16%
MLIM
74
Mountain Lake Investment Management
Florida
$4.26M
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$4.22M +$775K +22,723 +24%