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Helmerich & Payne

346 hedge funds and large institutions have $4.25B invested in Helmerich & Payne in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $23.4M

2.91% more ownership

Funds ownership: 90.88%93.79% (+2.9%)

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

4% more capital invested

Capital invested by funds: $4.1B → $4.25B (+$149M)

1% less funds holding

Funds holding: 351346 (-5)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

44% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 154

Holders
346
Holders Change
-5
Holders Change %
-1.42%
% of All Funds
5.83%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
48
Increased
86
Reduced
154
Closed
46
Calls
$51.1M
Puts
$23.4M
Net Calls
+$27.7M
Net Calls Change
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
176
Ethic Inc
New York
$731K -$1.58M -33,984 -67%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$712K +$10.2K +220 +1%
WG
178
Winton Group
United Kingdom
$710K -$128K -2,761 -14%
CG
179
Cutler Group
California
$669K -$61.8K -1,330 -8%
KA
180
KLCM Advisors
Wisconsin
$667K -$116K -2,500 -14%
SF
181
Symphony Financial
Texas
$664K +$705K +15,170 New
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$660K
Neuberger Berman Group
183
Neuberger Berman Group
New York
$644K +$836 +18 +0.1%
UB
184
UMB Bank
Missouri
$633K -$46.5K -1,000 -6%
ProShare Advisors
185
ProShare Advisors
Maryland
$627K -$392K -8,444 -37%
UCFA
186
United Capital Financial Advisors
Texas
$618K -$373K -8,025 -36%
Mitsubishi UFJ Trust & Banking
187
Mitsubishi UFJ Trust & Banking
Japan
$607K -$256K -5,500 -28%
VPIM
188
Vanguard Personalized Indexing Management
California
$603K +$133K +2,856 +26%
FIM
189
Fruth Investment Management
Texas
$592K
PHK
190
Point72 Hong Kong
Hong Kong
$585K +$631K +13,580 New
KAS
191
Kestra Advisory Services
Texas
$575K -$2.14K -46 -0.3%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$567K
CAI
193
Capital Advisors Inc
Oklahoma
$556K -$226K -4,867 -27%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$554K -$13K -280 -2%
BCI
195
Brinker Capital Investments
Pennsylvania
$551K -$154K -3,317 -21%
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
$540K -$5.07K -109 -0.9%
BCM
197
Beddow Capital Management
Wyoming
$531K -$836K -17,985 -59%
CIAS
198
Capital Investment Advisory Services
North Carolina
$502K -$28.6K -615 -5%
USAA
199
United Services Automobile Association
Texas
$486K +$525K +11,288 New
AG
200
Algert Global
California
$467K -$438K -9,430 -47%

HP Hedge Fund Activity: Q2 2022 in Review

346 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2022, worth a combined $4.25B — up 3.6% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HP positions and 46 closed out — a net gain of 2 holders — while 86 added to existing stakes and 154 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $209M. The largest seller was VanEck Associates, cutting an estimated $54.6M.

  • 346 institutional investors held Helmerich & Payne (HP) as of Q2 2022, down from 351 in Q1 2022.
  • Funds reported $4.25B of Helmerich & Payne stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 48 funds opened new Helmerich & Payne positions in Q2 2022 and 46 closed out, a net change of +2 holders.
  • The largest Helmerich & Payne buyer in Q2 2022 was AllianceBernstein, an estimated $209M added.
  • The largest Helmerich & Payne seller in Q2 2022 was VanEck Associates, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2022.