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Helmerich & Payne
HP

Overview Fund Activity

361 hedge funds and large institutions have $3.4B invested in Helmerich & Payne in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 134 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-15
Holders Change %
-3.99%
% of All Funds
5.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
127
Reduced
134
Closed
59
Calls
$18.9M
Puts
$12M
Net Calls
+$6.9M
Net Calls Change
+$3.5M

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
$99.8M
2
ECA
Encompass Capital Advisors
New York
$24.6M
3
SG
Sourcerock Group
Colorado
$22.7M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$21.3M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$44.3M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.73M
2
AllianceBernstein
AllianceBernstein
Tennessee
$34M
3
BlackRock
BlackRock
New York
$620M
4
Millennium Management
Millennium Management
New York
$11.3M
5
Principal Financial Group
Principal Financial Group
Iowa
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
$1.1M +$371K +10,455 +51%
GAM
152
Gotham Asset Management
New York
$1.1M -$272K -7,678 -20%
RFC
153
Regions Financial Corp
Alabama
$1.09M +$38.6K +1,088 +4%
ASRS
154
Arizona State Retirement System
Arizona
$1.04M -$42.2K -1,189 -4%
State Board of Administration of Florida Retirement System
155
State Board of Administration of Florida Retirement System
Florida
$1.01M -$164K -4,640 -14%
Sumitomo Mitsui Trust Group
156
Sumitomo Mitsui Trust Group
Japan
$975K +$73.6K +2,075 +8%
NAMA
157
Nikko Asset Management Americas
New York
$975K +$169K +4,775 +21%
EGM
158
Engineers Gate Manager
New York
$974K -$427K -12,050 -30%
BCM
159
Beddow Capital Management
Wyoming
$950K +$950K +26,800 New
Natixis Advisors
160
Natixis Advisors
Massachusetts
$949K +$77.4K +2,185 +9%
RJFSA
161
Raymond James Financial Services Advisors
Florida
$946K -$1.62M -45,580 -63%
ECM
162
Everence Capital Management
Indiana
$945K +$125K +4,060 +15%
OAM
163
Oppenheimer Asset Management
New York
$940K +$940K +26,517 New
AWM
164
Adams Wealth Management
Utah
$937K +$46.3K +1,307 +5%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$927K -$65.3K -1,841 -7%
MML Investors Services
166
MML Investors Services
Massachusetts
$925K +$202K +5,689 +28%
Mariner
167
Mariner
Kansas
$901K +$48.9K +1,381 +6%
Brown Advisory
168
Brown Advisory
Maryland
$856K – – –
SSA
169
Schonfeld Strategic Advisors
New York
$845K +$340K +9,577 +67%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$840K -$1.45M -40,926 -63%
MAM
171
Martingale Asset Management
Massachusetts
$821K +$124K +3,500 +18%
PA
172
Profund Advisors
Maryland
$820K +$44K +1,242 +6%
Renaissance Technologies
173
Renaissance Technologies
New York
$798K -$6.31M -178,000 -89%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$795K +$63.7K +1,798 +9%
LPL Financial
175
LPL Financial
California
$795K -$18.1K -511 -2%
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