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Helmerich & Payne

383 hedge funds and large institutions have $3.83B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $10.7M

2.59% more ownership

Funds ownership: 104.85%107.44% (+2.6%)

5% less funds holding

Funds holding: 402383 (-19)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

12% less capital invested

Capital invested by funds: $4.36B → $3.83B (-$524M)

27% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
383
Holders Change
-19
Holders Change %
-4.73%
% of All Funds
5.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
132
Reduced
149
Closed
52
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
151
Jackson Creek Investment Advisors
Colorado
$979K -$1.42K -37 -0.1%
WG
152
Winton Group
United Kingdom
$977K +$156K +4,068 +18%
State Board of Administration of Florida Retirement System
153
State Board of Administration of Florida Retirement System
Florida
$966K -$248K -6,450 -19%
MAM
154
Martingale Asset Management
Massachusetts
$960K +$683K +17,752 +201%
Connor, Clark & Lunn Investment Management (CC&L)
155
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$939K +$999K +25,993 New
GIM
156
Greylin Investment Management
Virginia
$929K -$101K -2,632 -9%
MML Investors Services
157
MML Investors Services
Massachusetts
$927K -$109K -2,829 -10%
HCM
158
Hilton Capital Management
New York
$919K +$43K +1,118 +5%
UM
159
UniSuper Management
Australia
$915K
Natixis Advisors
160
Natixis Advisors
Massachusetts
$910K -$277K -7,204 -22%
Mitsubishi UFJ Trust & Banking
161
Mitsubishi UFJ Trust & Banking
Japan
$903K +$772K +20,065 +407%
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$887K +$160K +4,166 +20%
FCH
163
Freestone Capital Holdings
Washington
$867K
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$867K -$93.6K -2,435 -9%
SC
165
Savant Capital
Illinois
$836K +$173K +4,506 +24%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$832K -$456K -11,871 -34%
ECM
167
Evergreen Capital Management
Washington
$832K -$25.9K -673 -3%
ETC
168
Exchange Traded Concepts
Oklahoma
$827K +$51.7K +1,344 +6%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$811K -$37.5K -974 -4%
PA
170
Profund Advisors
Maryland
$807K +$110K +2,849 +15%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$799K -$8.11K -211 -0.9%
VPIM
172
Vanguard Personalized Indexing Management
California
$795K +$19.7K +513 +2%
EI
173
Ethic Inc
New York
$794K +$229K +5,945 +37%
PRC
174
Pearl River Capital
Michigan
$790K -$2.35M -61,189 -74%
HC
175
Hara Capital
Washington
$784K +$834K +21,699 New

HP Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2024, worth a combined $3.83B — down 12% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of HP and 38 opened new positions — a net loss of 14 holders — while 149 trimmed existing stakes and 132 added.

The largest buyer was American Century Companies, adding an estimated $19.8M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 383 institutional investors held Helmerich & Payne (HP) as of Q2 2024, down from 402 in Q1 2024.
  • Funds reported $3.83B of Helmerich & Payne stock for Q2 2024, down 12% quarter-over-quarter.
  • 38 funds opened new Helmerich & Payne positions in Q2 2024 and 52 closed out, a net change of -14 holders.
  • The largest Helmerich & Payne buyer in Q2 2024 was American Century Companies, an estimated $19.8M added.
  • The largest Helmerich & Payne seller in Q2 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.