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Helmerich & Payne
HP

374 hedge funds and large institutions have $4.13B invested in Helmerich & Payne in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 138 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $22M | Put options by funds: $12.4M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

21% more capital invested

Capital invested by funds: $3.4B → $4.13B (+$730M)

4.78% more ownership

Funds ownership: 93.56% → 98.34% (+4.8%)

3% more funds holding

Funds holding: 363 → 374 (+11)

11% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 138

Holders
374
Holders Change
+11
Holders Change %
+3.03%
% of All Funds
5.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
123
Reduced
138
Closed
32
Calls
$22M
Puts
$12.4M
Net Calls
+$9.61M
Net Calls Change
+$2.71M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$100M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$49.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$32.8M
4
Walleye Capital
Walleye Capital
New York
+$21.5M
5
Goldman Sachs
Goldman Sachs
New York
+$17.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$40.1M
2
ECA
Encompass Capital Advisors
New York
-$24.6M
3
SG
Sourcerock Group
Colorado
-$22.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$19.4M
5
Norges Bank
Norges Bank
Norway
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.42M +$491K +11,761 +17%
GWI
102
Grace & White Inc
New York
$3.4M – – –
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$3.21M – – –
JCP
104
Jennifer C. Price
$3.16M -$1.04M -25,000 -25%
CICI
105
Capital Investment Counsel Inc
North Carolina
$3.14M -$72.5K -1,737 -2%
TI
106
Trexquant Investment
Connecticut
$3.1M -$1.11M -26,572 -27%
SCM
107
SIR Capital Management
New York
$3.08M +$398K +9,520 +15%
Norges Bank
108
Norges Bank
Norway
$3.04M -$18.1M -432,538 -86%
PCM
109
Palisade Capital Management
New Jersey
$3.02M +$646K +15,464 +28%
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.8M -$2.07M -49,487 -43%
First Eagle Investment Management
111
First Eagle Investment Management
New York
$2.79M +$218K +5,220 +9%
CM
112
CoreCommodity Management
Connecticut
$2.75M -$2.87M -68,604 -51%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$2.74M -$1.73M -41,471 -39%
SOADOR
114
State of Alaska Department of Revenue
Alaska
$2.61M -$234K -5,593 -8%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$2.61M -$659K -15,790 -20%
Deutsche Bank
116
Deutsche Bank
Germany
$2.6M +$701K +16,774 +37%
US Bancorp
117
US Bancorp
Minnesota
$2.57M +$176K +4,209 +7%
SEI Investments
118
SEI Investments
Pennsylvania
$2.56M -$2.25M -53,887 -47%
GAM
119
Gotham Asset Management
New York
$2.51M +$1.2M +28,675 +93%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$2.49M +$174K +4,168 +8%
MWM
121
Moran Wealth Management
Florida
$2.49M +$16.5K +395 +0.7%
DA
122
Duality Advisers
Florida
$2.44M +$2.42M +57,837 New
IMRF
123
Illinois Municipal Retirement Fund
Illinois
$2.35M +$2.33M +55,732 New
Renaissance Technologies
124
Renaissance Technologies
New York
$2.32M +$1.36M +32,600 +145%
HighTower Advisors
125
HighTower Advisors
Illinois
$2.27M -$434K -10,401 -16%
3 4
5
6 7

HP Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2023, worth a combined $4.13B — up 21% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HP positions and 32 closed out — a net gain of 16 holders — while 123 added to existing stakes and 138 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $100M. The largest seller was BlackRock, cutting an estimated $40.1M.

  • 374 institutional investors held Helmerich & Payne (HP) as of Q3 2023, up from 363 in Q2 2023.
  • Funds reported $4.13B of Helmerich & Payne stock for Q3 2023, up 21% quarter-over-quarter.
  • 48 funds opened new Helmerich & Payne positions in Q3 2023 and 32 closed out, a net change of +16 holders.
  • The largest Helmerich & Payne buyer in Q3 2023 was Victory Capital Management, an estimated $100M added.
  • The largest Helmerich & Payne seller in Q3 2023 was BlackRock, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2023.