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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
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$1.39M +$447K +13,109 +52%
CSP
127
Cary Street Partners
Virginia
$1.36M -$10.2K -300 -0.8%
Schroder Investment Management Group
128
Schroder Investment Management Group
United Kingdom
$1.34M +$1.28M +37,483 New
BP
129
BWM Planning
Texas
$1.27M -$40.1K -1,177 -3%
CM
130
CoreCommodity Management
Connecticut
$1.25M -$697K -20,427 -37%
KK
131
KLP Kapitalforvaltning
Norway
$1.24M +$34.1K +1,000 +3%
RFC
132
Regions Financial Corp
Alabama
$1.21M -$66.1K -1,939 -5%
Universal-Beteiligungs- und Servicegesellschaft
133
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.17M
XT
134
XTX Topco
Cayman Islands
$1.17M +$166K +4,854 +18%
GC
135
Guggenheim Capital
Illinois
$1.15M +$417K +12,218 +62%
OAM
136
Oppenheimer Asset Management
New York
$1.14M +$182K +5,349 +20%
CCIA
137
Campbell & Co Investment Adviser
Maryland
$1.11M +$1.05M +30,906 New
LPL Financial
138
LPL Financial
California
$1.11M -$13.9K -409 -1%
VPIM
139
Vanguard Personalized Indexing Management
California
$1.09M +$61.3K +1,797 +6%
New York State Common Retirement Fund
140
New York State Common Retirement Fund
New York
$1.08M
YCM
141
Yousif Capital Management
Michigan
$1.08M +$3.17K +93 +0.3%
Raymond James Financial
142
Raymond James Financial
Florida
$1.07M -$1.58M -46,424 -61%
AB
143
Amalgamated Bank
New York
$1.03M -$5.42K -159 -0.6%
BEI
144
Benjamin Edwards Inc
Missouri
$990K -$35.2K -1,032 -4%
HAI
145
Hennessy Advisors Inc
California
$980K +$177K +5,200 +24%
ASRS
146
Arizona State Retirement System
Arizona
$975K -$20.6K -604 -2%
HC
147
Hara Capital
Washington
$967K -$211K -6,194 -19%
State Board of Administration of Florida Retirement System
148
State Board of Administration of Florida Retirement System
Florida
$963K
PFSRSONJ
149
Police & Firemen's Retirement System of New Jersey
New Jersey
$960K
MNBTD
150
Moody National Bank Trust Division
Texas
$938K +$1.64K +48 +0.2%