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Helmerich & Payne

385 hedge funds and large institutions have $3.23B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 137 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

1% more funds holding

Funds holding: 383385 (+2)

0.28% less ownership

Funds ownership: 107.44%107.15% (-0.28%)

4% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 137

16% less capital invested

Capital invested by funds: $3.83B → $3.23B (-$607M)

77% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $44.5M

Holders
385
Holders Change
+2
Holders Change %
+0.52%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
132
Reduced
137
Closed
51
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
176
Man Group
United Kingdom
$792K -$3.22M -93,350 -78%
Mariner
177
Mariner
Kansas
$791K -$628K -18,169 -41%
Creative Planning
178
Creative Planning
Kansas
$720K +$95.8K +2,774 +13%
ACM
179
Aster Capital Management
United Arab Emirates
$709K +$804K +23,292 New
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$708K -$25.3K -733 -3%
MNBTD
181
Moody National Bank Trust Division
Texas
$683K +$172K +4,971 +28%
Verition Fund Management
182
Verition Fund Management
Connecticut
$680K +$405K +11,719 +110%
EI
183
Ethic Inc
New York
$674K -$205K -5,945 -27%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$672K
ECM
185
Evergreen Capital Management
Washington
$671K -$33.4K -966 -4%
VPIM
186
Vanguard Personalized Indexing Management
California
$670K +$1.31K +38 +0.2%
SRL
187
Scientech Research LLC
New Jersey
$661K +$751K +21,734 New
Natixis Advisors
188
Natixis Advisors
Massachusetts
$650K -$132K -3,813 -15%
LPL Financial
189
LPL Financial
California
$650K -$214K -6,208 -23%
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$642K -$5.66K -164 -0.8%
PTC
191
Petrus Trust Company
Texas
$619K +$703K +20,340 New
NC
192
Napatree Capital
Rhode Island
$619K -$18.8K -543 -3%
ProShare Advisors
193
ProShare Advisors
Maryland
$615K +$179K +5,184 +35%
Tudor Investment Corp
194
Tudor Investment Corp
Connecticut
$612K +$695K +20,121 New
AWM
195
Adams Wealth Management
Utah
$598K +$34.7K +1,005 +5%
CI
196
CacheTech Inc
Utah
$598K +$34.7K +1,005 +5%
VI
197
Versor Investments
New York
$594K +$242K +7,015 +56%
Stifel Financial
198
Stifel Financial
Missouri
$590K -$39.1K -1,132 -6%
MM
199
MQS Management
New York
$586K +$350K +10,122 +111%
JSSH
200
J. Safra Sarasin Holding
$583K +$30.6K +885 +5%

HP Hedge Fund Activity: Q3 2024 in Review

385 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2024, worth a combined $3.23B — down 16% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HP positions and 51 closed out — a net gain of 4 holders — while 132 added to existing stakes and 137 trimmed.

The largest buyer was Norges Bank, adding an estimated $17M. The largest seller was Pacer Advisors, cutting an estimated $39.4M.

  • 385 institutional investors held Helmerich & Payne (HP) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $3.23B of Helmerich & Payne stock for Q3 2024, down 16% quarter-over-quarter.
  • 55 funds opened new Helmerich & Payne positions in Q3 2024 and 51 closed out, a net change of +4 holders.
  • The largest Helmerich & Payne buyer in Q3 2024 was Norges Bank, an estimated $17M added.
  • The largest Helmerich & Payne seller in Q3 2024 was Pacer Advisors, an estimated $39.4M sold.

Based on aggregated 13F filings for Q3 2024.