We are live on ! Find out more
HP icon

Helmerich & Payne
HP

374 hedge funds and large institutions have $4.13B invested in Helmerich & Payne in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 138 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $22M | Put options by funds: $12.4M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

21% more capital invested

Capital invested by funds: $3.4B → $4.13B (+$730M)

4.78% more ownership

Funds ownership: 93.56% → 98.34% (+4.8%)

3% more funds holding

Funds holding: 363 → 374 (+11)

11% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 138

Holders
374
Holders Change
+11
Holders Change %
+3.03%
% of All Funds
5.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
123
Reduced
138
Closed
32
Calls
$22M
Puts
$12.4M
Net Calls
+$9.61M
Net Calls Change
+$2.71M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$100M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$49.2M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$32.8M
4
Walleye Capital
Walleye Capital
New York
+$21.5M
5
Goldman Sachs
Goldman Sachs
New York
+$17.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$40.1M
2
ECA
Encompass Capital Advisors
New York
-$24.6M
3
SG
Sourcerock Group
Colorado
-$22.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$19.4M
5
Norges Bank
Norges Bank
Norway
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
151
Truist Financial
North Carolina
$1.4M -$27.5K -658 -2%
OAM
152
Oppenheimer Asset Management
New York
$1.38M +$256K +6,138 +23%
AG
153
Algert Global
California
$1.36M +$1.35M +32,360 New
MML Investors Services
154
MML Investors Services
Massachusetts
$1.35M +$252K +6,031 +23%
FIM
155
Freedom Investment Management
Connecticut
$1.33M -$294K -7,031 -18%
RFC
156
Regions Financial Corp
Alabama
$1.33M +$29.9K +715 +2%
EIM
157
Essex Investment Management
Massachusetts
$1.33M +$1.28M +30,706 +4,189%
SO
158
STRS Ohio
Ohio
$1.32M +$752K +18,000 +134%
Los Angeles Capital Management
159
Los Angeles Capital Management
California
$1.28M +$1.27M +30,474 New
PI
160
PEAK6 Investments
Illinois
$1.26M +$1.17M +28,094 +1,499%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$1.26M +$153K +3,671 +14%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$1.25M +$518K +12,400 +72%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$1.25M -$98.9K -2,369 -7%
ASRS
164
Arizona State Retirement System
Arizona
$1.23M -$5.8K -139 -0.5%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$1.22M +$85.5K +2,047 +8%
State Board of Administration of Florida Retirement System
166
State Board of Administration of Florida Retirement System
Florida
$1.2M -$418 -10 -0%
LPL Financial
167
LPL Financial
California
$1.13M +$186K +4,460 +20%
HCM
168
Hodges Capital Management
Texas
$1.13M +$1.12M +26,808 New
BCM
169
Beddow Capital Management
Wyoming
$1.13M -$3.13K -75 -0.3%
Mariner
170
Mariner
Kansas
$1.12M +$42.6K +1,019 +4%
DFCM
171
Dark Forest Capital Management
Puerto Rico
$1.05M +$1.04M +24,975 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$1.05M +$99.6K +2,385 +11%
AI
173
AXS Investments
New York
$1.03M +$1.02M +24,500 New
Brown Advisory
174
Brown Advisory
Maryland
$1.02M – – –
RJFSA
175
Raymond James Financial Services Advisors
Florida
$1.02M -$108K -2,580 -10%
5 6
7
8 9

HP Hedge Fund Activity: Q3 2023 in Review

374 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2023, worth a combined $4.13B — up 21% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HP positions and 32 closed out — a net gain of 16 holders — while 123 added to existing stakes and 138 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $100M. The largest seller was BlackRock, cutting an estimated $40.1M.

  • 374 institutional investors held Helmerich & Payne (HP) as of Q3 2023, up from 363 in Q2 2023.
  • Funds reported $4.13B of Helmerich & Payne stock for Q3 2023, up 21% quarter-over-quarter.
  • 48 funds opened new Helmerich & Payne positions in Q3 2023 and 32 closed out, a net change of +16 holders.
  • The largest Helmerich & Payne buyer in Q3 2023 was Victory Capital Management, an estimated $100M added.
  • The largest Helmerich & Payne seller in Q3 2023 was BlackRock, an estimated $40.1M sold.

Based on aggregated 13F filings for Q3 2023.