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Helmerich & Payne
HP

354 hedge funds and large institutions have $3.66B invested in Helmerich & Payne in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $19.9M

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

2% more funds holding

Funds holding: 346 → 354 (+8)

0.33% more ownership

Funds ownership: 93.79% → 94.13% (+0.33%)

11% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 133

14% less capital invested

Capital invested by funds: $4.25B → $3.66B (-$587M)

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
354
Holders Change
+8
Holders Change %
+2.31%
% of All Funds
6.1%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
119
Reduced
133
Closed
34
Calls
$35.1M
Puts
$19.9M
Net Calls
+$15.2M
Net Calls Change
-$12.5M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$78M
2
Millennium Management
Millennium Management
New York
+$35.4M
3
MIM
Merewether Investment Management
Texas
+$18.2M
4
Goldman Sachs
Goldman Sachs
New York
+$14.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$9.29M

Top Sellers

Rank Fund Capital Flow
1
SG
Sourcerock Group
Colorado
-$34.3M
2
VanEck Associates
VanEck Associates
New York
-$30.3M
3
DCM
Driehaus Capital Management
Illinois
-$15.8M
4
Principal Financial Group
Principal Financial Group
Iowa
-$14.5M
5
BlackRock
BlackRock
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAMA
151
Nikko Asset Management Americas
New York
$951K -$198K -4,712 -16%
MWM
152
MorganRosel Wealth Management
Colorado
$947K +$27.4K +651 +3%
First Eagle Investment Management
153
First Eagle Investment Management
New York
$939K -$1.35M -32,200 -56%
Brown Advisory
154
Brown Advisory
Maryland
$923K +$35.8K +851 +4%
Sumitomo Mitsui Trust Group
155
Sumitomo Mitsui Trust Group
Japan
$920K -$198K -4,712 -16%
Verition Fund Management
156
Verition Fund Management
Connecticut
$908K +$1.03M +24,569 New
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$907K +$312K +7,412 +43%
LPL Financial
158
LPL Financial
California
$874K -$122K -2,900 -11%
NWM
159
Nicola Wealth Management
British Columbia, Canada
$856K +$379K +9,000 +114%
Victory Capital Management
160
Victory Capital Management
Texas
$853K +$17K +405 +2%
ACM
161
Aquatic Capital Management
Illinois
$839K +$955K +22,700 New
AAM
162
Advisors Asset Management
Colorado
$802K -$342K -8,121 -27%
Walleye Trading
163
Walleye Trading
New York
$792K +$901K +21,417 New
PA
164
Profund Advisors
Maryland
$786K -$155K -3,675 -15%
GJL
165
Gendell Jeffrey L
$778K -$251K -5,961 -22%
MOACM
166
Mutual of America Capital Management
New York
$774K +$137K +3,265 +18%
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$746K -$10.8K -256 -1%
AWM
168
Adams Wealth Management
Utah
$741K -$179K -4,255 -18%
VRS
169
Virginia Retirement Systems
Virginia
$725K +$825K +19,600 New
TRCT
170
Tower Research Capital (TRC)
New York
$709K +$623K +14,813 +339%
MAA
171
Mraz Amerine & Associates
California
$652K -$175K -4,159 -19%
CF
172
CNA Financial
Illinois
$650K +$3.37K +80 +0.5%
CC
173
Cipher Capital
New York
$644K +$733K +17,422 New
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$634K -$5.68K -135 -0.8%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$616K +$5.34K +127 +0.8%
5 6
7
8 9

HP Hedge Fund Activity: Q3 2022 in Review

354 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2022, worth a combined $3.66B — down 14% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HP positions and 34 closed out — a net gain of 10 holders — while 119 added to existing stakes and 133 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $78M. The largest seller was Sourcerock Group, cutting an estimated $34.3M.

  • 354 institutional investors held Helmerich & Payne (HP) as of Q3 2022, up from 346 in Q2 2022.
  • Funds reported $3.66B of Helmerich & Payne stock for Q3 2022, down 14% quarter-over-quarter.
  • 44 funds opened new Helmerich & Payne positions in Q3 2022 and 34 closed out, a net change of +10 holders.
  • The largest Helmerich & Payne buyer in Q3 2022 was Janus Henderson Group, an estimated $78M added.
  • The largest Helmerich & Payne seller in Q3 2022 was Sourcerock Group, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2022.