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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
IIM
176
INTECH Investment Management
Florida
$781K +$831K +21,616 New
Axa
177
Axa
France
$772K +$454K +11,805 +124%
Two Sigma Investments
178
Two Sigma Investments
New York
$770K -$4.71M -122,442 -85%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$769K -$2.65K -69 -0.3%
Creative Planning
180
Creative Planning
Kansas
$755K +$200K +5,196 +33%
NC
181
Napatree Capital
Rhode Island
$755K +$98.5K +2,562 +14%
Stifel Financial
182
Stifel Financial
Missouri
$741K -$12.8K -332 -2%
TD Asset Management
183
TD Asset Management
Ontario, Canada
$730K -$677K -17,600 -47%
Corient Private Wealth
184
Corient Private Wealth
Florida
$726K +$40.8K +1,062 +6%
GC
185
Guggenheim Capital
Illinois
$726K -$115K -2,990 -13%
Neuberger Berman Group
186
Neuberger Berman Group
New York
$691K +$105K +2,737 +17%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$685K -$106K -2,763 -13%
AWM
188
Adams Wealth Management
Utah
$674K -$173K -4,509 -19%
CI
189
CacheTech Inc
Utah
$674K +$717K +18,657 New
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
$674K -$74.9K -1,948 -9%
JSSH
191
J. Safra Sarasin Holding
$661K +$703K +18,281 New
MNBTD
192
Moody National Bank Trust Division
Texas
$632K +$68.8K +1,788 +11%
MOACM
193
Mutual of America Capital Management
New York
$586K -$30.7K -799 -5%
BCI
194
Brinker Capital Investments
Pennsylvania
$586K +$136K +3,524 +28%
OPS
195
Orion Portfolio Solutions
Nebraska
$586K +$136K +3,524 +28%
SG Americas Securities
196
SG Americas Securities
New York
$583K -$138K -3,580 -18%
FIM
197
Freedom Investment Management
Connecticut
$577K -$730K -18,979 -54%
ET
198
Entropy Technologies
New York
$571K +$607K +15,790 New
NAMA
199
Nikko Asset Management Americas
New York
$564K -$141K -3,679 -19%
Sumitomo Mitsui Trust Group
200
Sumitomo Mitsui Trust Group
Japan
$564K -$141K -3,679 -19%

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.