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Helmerich & Payne

444 hedge funds and large institutions have $4.45B invested in Helmerich & Payne in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 126 increasing their positions, 186 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

12% more capital invested

Capital invested by funds: $3.97B → $4.45B (+$478M)

11% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 65

0.02% more ownership

Funds ownership: 90.57%90.59% (+0.02%)

1% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $35.4M

1% less funds holding

Funds holding: 448444 (-4)

32% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 186

Holders
444
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
8.75%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
72
Increased
126
Reduced
186
Closed
65
Calls
$35.2M
Puts
$35.4M
Net Calls
-$197K
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIM
126
M&G Investment Management
United Kingdom
$2.96M +$2.64M +65,800 New
Man Group
127
Man Group
United Kingdom
$2.92M +$2.27M +56,547 +734%
CA
128
Commerzbank Aktiengesellschaft
Germany
$2.77M +$1.35M +33,535 +123%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$2.73M -$518K -12,916 -18%
Citigroup
130
Citigroup
New York
$2.72M -$1.39M -34,749 -37%
SFI
131
Susquehanna Fundamental Investments
Pennsylvania
$2.66M -$554K -13,800 -19%
PI
132
PineBridge Investments
New York
$2.53M +$832K +20,736 +59%
Franklin Resources
133
Franklin Resources
California
$2.5M +$1.87M +46,554 +555%
Balyasny Asset Management
134
Balyasny Asset Management
Illinois
$2.48M +$245K +6,105 +13%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$2.47M +$2.18M +54,313 New
SLAM
136
Swiss Life Asset Management
$2.41M
Mariner
137
Mariner
Kansas
$2.4M +$35.9K +896 +2%
Toronto Dominion Bank
138
Toronto Dominion Bank
Ontario, Canada
$2.39M -$592K -14,755 -22%
BIM
139
Bridgecreek Investment Management
Oklahoma
$2.3M +$210K +5,240 +12%
Aberdeen Group
140
Aberdeen Group
United Kingdom
$2.29M -$310K -7,728 -13%
EAM
141
Erste Asset Management
Austria
$2.22M -$64.2K -1,600 -3%
CBB
142
Citizens Business Bank
California
$2.18M +$1.93M +48,079 New
Retirement Systems of Alabama
143
Retirement Systems of Alabama
Alabama
$2.17M -$10.4K -260 -0.5%
GF
144
Gabelli Funds
New York
$2.12M -$12K -300 -0.6%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$2.1M -$188K -4,697 -9%
Canada Life
146
Canada Life
Manitoba, Canada
$2.07M -$5.52M -137,600 -75%
RJA
147
Raymond James & Associates
Florida
$2.06M -$97.2K -2,424 -5%
VI
148
Versor Investments
New York
$2.06M -$870K -21,700 -32%
RFC
149
Regions Financial Corp
Alabama
$2.06M -$3.28M -81,657 -64%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$2M -$323K -8,052 -15%

HP Hedge Fund Activity: Q4 2019 in Review

444 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2019, worth a combined $4.45B — up 12% from $3.97B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HP positions and 65 closed out — a net gain of 7 holders — while 126 added to existing stakes and 186 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $76.5M. The largest seller was Capital International Investors, cutting an estimated $193M.

  • 444 institutional investors held Helmerich & Payne (HP) as of Q4 2019, down from 448 in Q3 2019.
  • Funds reported $4.45B of Helmerich & Payne stock for Q4 2019, up 12% quarter-over-quarter.
  • 72 funds opened new Helmerich & Payne positions in Q4 2019 and 65 closed out, a net change of +7 holders.
  • The largest Helmerich & Payne buyer in Q4 2019 was Citadel Advisors, an estimated $76.5M added.
  • The largest Helmerich & Payne seller in Q4 2019 was Capital International Investors, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2019.