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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
AAM
76
Advisors Asset Management
Colorado
$4.19M -$26.7K -783 -0.7%
Creative Planning
77
Creative Planning
Kansas
$3.99M +$464K +13,593 +14%
Prudential Financial
78
Prudential Financial
New Jersey
$3.97M +$268K +7,870 +8%
GWI
79
Grace & White Inc
New York
$3.67M -$593K -17,400 -15%
AllianceBernstein
80
AllianceBernstein
Tennessee
$3.66M +$237K +6,950 +6%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$3.44M -$144K -4,213 -4%
WCM
82
Wedge Capital Management
North Carolina
$3.43M -$169K -4,952 -5%
First Trust Advisors
83
First Trust Advisors
Illinois
$3.39M -$2.14M -62,814 -40%
CAU
84
Caxton Associates (UK)
$3.35M +$3.17M +92,951 New
Citigroup
85
Citigroup
New York
$3.32M +$2.07M +60,604 +193%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$3.3M +$1.3K +38 +0%
VCM
87
Voleon Capital Management
California
$3.14M -$759K -22,261 -20%
Canada Life
88
Canada Life
Manitoba, Canada
$3.13M -$47.4K -1,391 -2%
Deutsche Bank
89
Deutsche Bank
Germany
$3.12M -$2.12M -62,296 -42%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$2.86M +$1.24M +36,270 +84%
VAM
91
Vanguard Asset Management
$2.8M +$2.65M +77,640 New
PCM
92
Palisade Capital Management
New Jersey
$2.76M -$173K -5,081 -6%
Voloridge Investment Management
93
Voloridge Investment Management
Florida
$2.68M -$8.86M -259,649 -78%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$2.61M -$2.89M -84,594 -54%
PCMF
95
Private Capital Management (Florida)
Florida
$2.59M -$71.6K -2,100 -3%
YIH
96
Y-Intercept (HK)
Hong Kong
$2.53M +$2.4M +70,259 New
BA
97
Bridgewater Associates
Connecticut
$2.49M +$2.36M +69,072 New
CICI
98
Capital Investment Counsel Inc
North Carolina
$2.45M -$281K -8,250 -11%
AIG
99
Abbington Investment Group
Connecticut
$2.42M +$380K +11,138 +20%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$2.4M -$57.3K -1,681 -2%