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Helmerich & Payne

385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

1% more funds holding

Funds holding: 383385 (+2)

0.28% less ownership

Funds ownership: 107.44%107.15% (-0.28%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

16% less capital invested

Capital invested by funds: $3.83B → $3.23B (-$607M)

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $44.5M

Holders
385
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
132
Reduced
137
Closed
51
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$4.61M -$41.6K -1,203 -0.8%
NIG
77
NFJ Investment Group
Texas
$4.59M +$2.53M +73,176 +94%
Citigroup
78
Citigroup
New York
$4.59M +$2.23M +64,465 +75%
UBS AM
79
UBS AM
Illinois
$4.57M -$1.02M -29,505 -16%
Canada Pension Plan Investment Board
80
Canada Pension Plan Investment Board
Ontario, Canada
$4.4M -$7.69M -222,600 -61%
Nordea Investment Management
81
Nordea Investment Management
Sweden
$4.35M -$264K -7,652 -5%
JF
82
Jump Financial
Illinois
$4.32M +$220K +6,383 +5%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$4.28M +$4.06M +117,624 +511%
CM
84
CoreCommodity Management
Connecticut
$4.23M -$2.14K -62 -0%
Axa
85
Axa
France
$4.19M +$4.02M +116,257 +544%
ACA
86
Aptus Capital Advisors
Alabama
$4.09M +$624K +18,070 +16%
First Eagle Investment Management
87
First Eagle Investment Management
New York
$3.97M +$926K +26,800 +26%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$3.74M -$480K -13,893 -10%
AQR Capital Management
89
AQR Capital Management
Connecticut
$3.72M -$1.52M -43,995 -26%
QT
90
Quantbot Technologies
New York
$3.72M +$372K +10,783 +10%
LI
91
LMCG Investments
Massachusetts
$3.67M +$31.9K +924 +0.8%
EP
92
Edgestream Partners
New Jersey
$3.41M +$3.87M +112,107 New
ACM
93
Aquatic Capital Management
Illinois
$3.27M +$1.55M +44,800 +71%
EGM
94
Engineers Gate Manager
New York
$3.2M +$3.11M +89,914 +589%
CANY
95
Caxton Associates (New York)
New York
$3.1M +$3.52M +101,890 New
Comerica Bank
96
Comerica Bank
Texas
$3.05M +$166K +4,808 +5%
DIA
97
Dean Investment Associates
Ohio
$3.05M +$3.46M +100,170 New
Capital Research Global Investors
98
Capital Research Global Investors
California
$3.04M -$34.5M -999,207 -91%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$2.95M +$461K +13,351 +16%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$2.93M +$65.7K +1,901 +2%

HP Hedge Fund Activity: Q3 2024 in Review

385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.

The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.

  • 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
  • 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
  • The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
  • The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2024.