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Helmerich & Payne
HP

311 hedge funds and large institutions have $3.2B invested in Helmerich & Payne in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 107 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $2.57B → $3.2B (+$626M)

2.45% more ownership

Funds ownership: 88.62% → 91.07% (+2.5%)

5% less call options, than puts

Call options by funds: $38.4M | Put options by funds: $40.3M

8% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 107

6% less funds holding

Funds holding: 330 → 311 (-19)

31% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 55

Holders
311
Holders Change
-19
Holders Change %
-5.76%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
98
Reduced
107
Closed
55
Calls
$38.4M
Puts
$40.3M
Net Calls
-$1.85M
Net Calls Change
-$11M

Top Buyers

1
BlackRock
BlackRock
New York
+$86.4M
2
VanEck Associates
VanEck Associates
New York
+$67.3M
3
State Street
State Street
Massachusetts
+$23.1M
4
Northern Trust
Northern Trust
Illinois
+$16.5M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$15.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$62.4M
2
Boston Partners
Boston Partners
Massachusetts
-$25.4M
3
Millennium Management
Millennium Management
New York
-$17.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$11.3M
5
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$7.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
AE Wealth Management
Kansas
$2.36M +$818K +27,789 +62%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$2.32M +$833K +28,330 +66%
PI
103
PEAK6 Investments
Illinois
$2.25M +$1.39M +47,189 +218%
PA
104
Profund Advisors
Maryland
$2.09M +$1.57M +53,432 +504%
Squarepoint
105
Squarepoint
New York
$2.09M -$1.74M -58,991 -48%
WG
106
Winton Group
United Kingdom
$2.08M -$383K -13,008 -17%
CM
107
CoreCommodity Management
Connecticut
$1.87M -$1.92M -65,186 -53%
SLAM
108
Swiss Life Asset Management
$1.82M -$120K -4,084 -7%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$1.8M +$1.03M +34,973 +172%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$1.75M +$443K +15,054 +39%
AB
111
Amalgamated Bank
New York
$1.72M +$1.17M +39,666 +303%
CSS
112
Cubist Systematic Strategies
Connecticut
$1.71M -$7.06M -240,077 -82%
ACA
113
Aptus Capital Advisors
Alabama
$1.59M +$1.44M +48,782 New
LSERS
114
Louisiana State Employees Retirement System
Louisiana
$1.59M -$8.83K -300 -0.6%
BCM
115
Beddow Capital Management
Wyoming
$1.54M +$1.39M +47,312 New
UCFA
116
United Capital Financial Advisors
Texas
$1.45M -$54.1K -1,840 -4%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$1.43M -$14K -477 -1%
CI Investments Inc
118
CI Investments Inc
Ontario, Canada
$1.43M -$14.9K -508 -1%
FAM
119
Fred Alger Management
New York
$1.43M +$1.29M +43,693 New
UBS Group
120
UBS Group
Switzerland
$1.4M -$1.9M -64,441 -60%
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$1.38M -$2.71M -92,060 -68%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$1.29M -$38.3K -1,302 -3%
MIM
123
MetLife Investment Management
New Jersey
$1.22M +$1.1M +37,512 New
EOCM
124
Energy Opportunities Capital Management
Texas
$1.19M – – –
Man Group
125
Man Group
United Kingdom
$1.18M +$1.06M +36,181 New
3 4
5
6 7

HP Hedge Fund Activity: Q2 2021 in Review

311 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2021, worth a combined $3.2B — up 24% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of HP and 38 opened new positions — a net loss of 17 holders — while 107 trimmed existing stakes and 98 added.

The largest buyer was BlackRock, adding an estimated $86.4M. The largest seller was Bank of America, cutting an estimated $62.4M.

  • 311 institutional investors held Helmerich & Payne (HP) as of Q2 2021, down from 330 in Q1 2021.
  • Funds reported $3.2B of Helmerich & Payne stock for Q2 2021, up 24% quarter-over-quarter.
  • 38 funds opened new Helmerich & Payne positions in Q2 2021 and 55 closed out, a net change of -17 holders.
  • The largest Helmerich & Payne buyer in Q2 2021 was BlackRock, an estimated $86.4M added.
  • The largest Helmerich & Payne seller in Q2 2021 was Bank of America, an estimated $62.4M sold.

Based on aggregated 13F filings for Q2 2021.