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Helmerich & Payne

340 hedge funds and large institutions have $1.48B invested in Helmerich & Payne in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 129 increasing their positions, 103 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 103

21% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $20.1M

8% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 71

1.8% less ownership

Funds ownership: 100.12%98.31% (-1.8%)

3% less funds holding

Funds holding: 351340 (-11)

43% less capital invested

Capital invested by funds: $2.6B → $1.48B (-$1.12B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
340
Holders Change
-11
Holders Change %
-3.13%
% of All Funds
4.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
65
Increased
129
Reduced
103
Closed
71
Calls
$24.4M
Puts
$20.1M
Net Calls
+$4.28M
Net Calls Change
+$8.77M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
76
Money Concepts Capital
Florida
$1.97M +$1.45M +79,248 +157%
LCM
77
Legato Capital Management
California
$1.77M +$809K +44,129 +61%
Allianz Asset Management
78
Allianz Asset Management
Germany
$1.74M +$279K +15,202 +15%
Millennium Management
79
Millennium Management
New York
$1.73M -$1.62M -88,511 -44%
AllianceBernstein
80
AllianceBernstein
Tennessee
$1.67M -$10.1M -551,920 -83%
AQR Capital Management
81
AQR Capital Management
Connecticut
$1.66M -$2.65M -144,365 -57%
Holocene Advisors
82
Holocene Advisors
New York
$1.64M +$1.98M +107,935 New
ACA
83
Aptus Capital Advisors
Alabama
$1.6M +$167K +9,093 +9%
RB
84
Rodgers Brothers
Pennsylvania
$1.58M +$19.2K +1,050 +1%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$1.54M +$153K +8,369 +9%
Citigroup
86
Citigroup
New York
$1.54M -$1.12M -60,834 -37%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$1.51M -$151K -8,234 -8%
PCM
88
Palisade Capital Management
New Jersey
$1.46M +$96.9K +5,286 +6%
PCMF
89
Private Capital Management (Florida)
Florida
$1.44M +$660K +36,000 +61%
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$1.43M +$116K +6,336 +7%
Comerica Bank
91
Comerica Bank
Texas
$1.43M +$376K +20,531 +28%
LI
92
LMCG Investments
Massachusetts
$1.41M -$497K -27,109 -23%
CICI
93
Capital Investment Counsel Inc
North Carolina
$1.39M +$73.1K +3,987 +5%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$1.39M +$142K +7,734 +9%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$1.38M +$12.1K +659 +0.7%
YIH
96
Y-Intercept (HK)
Hong Kong
$1.29M +$1.12M +61,194 +255%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$1.28M -$2.57M -140,387 -62%
IIM
98
INTECH Investment Management
Florida
$1.28M -$112K -6,132 -7%
PIM
99
Profit Investment Management
Maryland
$1.24M
JG
100
Jain Global
New York
$1.16M +$1.4M +76,200 New

HP Hedge Fund Activity: Q2 2025 in Review

340 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2025, worth a combined $1.48B — down 43% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HP and 65 opened new positions — a net loss of 6 holders — while 103 trimmed existing stakes and 129 added.

The largest buyer was Balyasny Asset Management, adding an estimated $23.8M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $33.5M sold.

  • 340 institutional investors held Helmerich & Payne (HP) as of Q2 2025, down from 351 in Q1 2025.
  • Funds reported $1.48B of Helmerich & Payne stock for Q2 2025, down 43% quarter-over-quarter.
  • 65 funds opened new Helmerich & Payne positions in Q2 2025 and 71 closed out, a net change of -6 holders.
  • The largest Helmerich & Payne buyer in Q2 2025 was Balyasny Asset Management, an estimated $23.8M added.
  • The largest Helmerich & Payne seller in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $33.5M sold.

Based on aggregated 13F filings for Q2 2025.