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Helmerich & Payne
HP

Overview Fund Activity

384 hedge funds and large institutions have $3.84B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 149 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-18
Holders Change %
-4.48%
% of All Funds
5.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
133
Reduced
149
Closed
51
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.81M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$18.6M
2
AIM
ARGA Investment Management
Connecticut
+$18.5M
3
EARNEST Partners
EARNEST Partners
Georgia
+$17M
4
LSV Asset Management
LSV Asset Management
Illinois
+$14.6M
5
CIM
Cambria Investment Management
California
+$12.5M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$11.3M
2
BlackRock
BlackRock
New York
-$11M
3
Man Group
Man Group
United Kingdom
-$7.46M
4
UBS Group
UBS Group
Switzerland
-$6.73M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$5.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$986K +$39.8K +1,100 +4%
JCIA
152
Jackson Creek Investment Advisors
Colorado
$979K -$1.34K -37 -0.1%
WG
153
Winton Group
United Kingdom
$977K +$147K +4,068 +18%
State Board of Administration of Florida Retirement System
154
State Board of Administration of Florida Retirement System
Florida
$966K -$233K -6,450 -19%
MAM
155
Martingale Asset Management
Massachusetts
$960K +$642K +17,752 +201%
Connor, Clark & Lunn Investment Management (CC&L)
156
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$939K +$939K +25,993 New
GIM
157
Greylin Investment Management
Virginia
$929K -$95.1K -2,632 -9%
MML Investors Services
158
MML Investors Services
Massachusetts
$927K -$102K -2,829 -10%
HCM
159
Hilton Capital Management
New York
$919K +$40.4K +1,118 +5%
UM
160
UniSuper Management
Australia
$915K – – –
Natixis Advisors
161
Natixis Advisors
Massachusetts
$910K -$260K -7,204 -22%
Mitsubishi UFJ Trust & Banking
162
Mitsubishi UFJ Trust & Banking
Japan
$903K +$725K +20,065 +407%
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$887K +$151K +4,166 +20%
FCH
164
Freestone Capital Holdings
Washington
$867K – – –
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$867K -$88K -2,435 -9%
SC
166
Savant Capital
Illinois
$836K +$163K +4,506 +24%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$832K -$429K -11,871 -34%
ECM
168
Evergreen Capital Management
Washington
$832K -$24.3K -673 -3%
ETC
169
Exchange Traded Concepts
Oklahoma
$827K +$48.6K +1,344 +6%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$811K -$35.2K -974 -4%
PA
171
Profund Advisors
Maryland
$807K +$103K +2,849 +15%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$799K -$7.63K -211 -0.9%
VPIM
173
Vanguard Personalized Indexing Management
California
$795K +$18.5K +513 +2%
EI
174
Ethic Inc
New York
$794K +$215K +5,945 +37%
PRC
175
Pearl River Capital
Michigan
$790K -$2.21M -61,189 -74%
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