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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
SEI Investments
101
SEI Investments
Pennsylvania
$2.39M +$779K +22,850 +53%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$2.36M +$1.66M +48,551 +288%
LCM
103
Legato Capital Management
California
$2.27M -$445K -13,034 -17%
EP
104
Edgestream Partners
New Jersey
$2.26M -$7.61M -223,125 -78%
LI
105
LMCG Investments
Massachusetts
$2.24M +$58.4K +1,711 +3%
VGA
106
Vanguard Global Advisers
Pennsylvania
$2.2M +$2.09M +61,193 New
CAM
107
Cozad Asset Management
Illinois
$2.14M +$336K +9,839 +20%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$2.01M +$1.91M +55,987 New
Calamos Advisors
109
Calamos Advisors
Illinois
$1.94M
IMRF
110
Illinois Municipal Retirement Fund
Illinois
$1.85M +$65.7K +1,927 +4%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$1.77M -$45.8K -1,344 -3%
ETC
112
Exchange Traded Concepts
Oklahoma
$1.74M +$597K +17,505 +57%
TBC
113
Tweedy, Browne Co
Connecticut
$1.74M +$597K +17,505 +57%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$1.73M +$1.64M +48,079 New
Mirae Asset Global ETFs Holdings
115
Mirae Asset Global ETFs Holdings
Hong Kong
$1.67M +$52.9K +1,551 +3%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$1.63M +$19.2K +563 +1%
QCM
117
Quantinno Capital Management
New York
$1.61M +$160K +4,689 +12%
US Bancorp
118
US Bancorp
Minnesota
$1.61M -$2.73K -80 -0.2%
LSERS
119
Louisiana State Employees Retirement System
Louisiana
$1.6M -$44.3K -1,300 -3%
IIM
120
INTECH Investment Management
Florida
$1.58M +$79.4K +2,328 +6%
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$1.52M +$671K +19,689 +88%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$1.51M
N
123
Numerai
California
$1.5M +$1.1M +32,177 +339%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$1.49M -$775K -22,721 -36%
CWM
125
Cadence Wealth Management
Massachusetts
$1.46M +$42.5K +1,247 +3%