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Helmerich & Payne

385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

1% more funds holding

Funds holding: 383385 (+2)

0.28% less ownership

Funds ownership: 107.44%107.15% (-0.28%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

16% less capital invested

Capital invested by funds: $3.83B → $3.23B (-$607M)

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $44.5M

Holders
385
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
132
Reduced
137
Closed
51
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
126
MetLife Investment Management
New Jersey
$1.7M
CF
127
Corebridge Financial
Texas
$1.69M -$20.4K -591 -1%
CAM
128
Cresset Asset Management
Illinois
$1.68M +$135K +3,911 +8%
IMRF
129
Illinois Municipal Retirement Fund
Illinois
$1.65M -$139K -4,024 -7%
Calamos Advisors
130
Calamos Advisors
Illinois
$1.64M
DCM
131
Dean Capital Management
Kansas
$1.56M +$1.77M +51,260 New
VOYA Investment Management
132
VOYA Investment Management
Georgia
$1.55M -$34.3K -994 -2%
Squarepoint
133
Squarepoint
New York
$1.54M +$1.75M +50,727 New
JCP
134
Jennifer C. Price
$1.52M
US Bancorp
135
US Bancorp
Minnesota
$1.5M +$38K +1,099 +2%
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$1.45M -$69.1K -2,000 -4%
RCM
137
Radnor Capital Management
Pennsylvania
$1.32M +$1.5M +43,544 New
Mitsubishi UFJ Trust & Banking
138
Mitsubishi UFJ Trust & Banking
Japan
$1.32M +$639K +18,511 +74%
BP
139
BWM Planning
Texas
$1.29M +$1.47M +42,432 New
MCC
140
Money Concepts Capital
Florida
$1.24M -$17.5K -508 -1%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$1.22M -$53.4K -1,546 -4%
LCM
142
Legato Capital Management
California
$1.19M +$1.36M +39,236 New
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$1.17M
YCM
144
Yousif Capital Management
Michigan
$1.16M -$46K -1,332 -3%
Two Sigma Advisers
145
Two Sigma Advisers
New York
$1.16M -$1.04M -30,200 -44%
BF
146
BOK Financial
Oklahoma
$1.15M +$311 +9 +0%
SCM
147
Semanteon Capital Management
Massachusetts
$1.13M +$324K +9,383 +34%
OAM
148
Oppenheimer Asset Management
New York
$1.11M -$20.8K -602 -2%
PCMF
149
Private Capital Management (Florida)
Florida
$1.1M +$1.24M +36,000 New
WG
150
Winton Group
United Kingdom
$1.07M +$286K +8,269 +31%

HP Hedge Fund Activity: Q3 2024 in Review

385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.

The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.

  • 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
  • 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
  • The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
  • The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2024.