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Helmerich & Payne

374 hedge funds and large institutions have $3.71B invested in Helmerich & Payne in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $16M

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $2.83B → $3.71B (+$885M)

16% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 110

4% more funds holding

Funds holding: 359374 (+15)

3.09% more ownership

Funds ownership: 100.21%103.29% (+3.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
374
Holders Change
+15
Holders Change %
+4.18%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
65
Increased
128
Reduced
110
Closed
42
Calls
$28.4M
Puts
$16M
Net Calls
+$12.4M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
176
Stifel Financial
Missouri
$676K +$60.6K +1,778 +10%
BIG
177
Brooklyn Investment Group
New York
$651K +$189K +5,546 +44%
ET
178
Entropy Technologies
New York
$651K +$197K +5,770 +47%
VT
179
Vise Technologies
New York
$647K
Mitsubishi UFJ Trust & Banking
180
Mitsubishi UFJ Trust & Banking
Japan
$640K +$274K +8,020 +82%
SG Americas Securities
181
SG Americas Securities
New York
$629K -$252K -7,378 -30%
VOYA Investment Management
182
VOYA Investment Management
Georgia
$614K -$14.2K -417 -2%
TWM
183
TCFG Wealth Management
California
$578K -$1.93M -56,458 -78%
TIA
184
TCFG Investment Advisors
California
$578K +$547K +16,050 New
BCI
185
Brinker Capital Investments
Pennsylvania
$571K -$102K -2,980 -16%
AHL
186
Abel Hall LLC
Louisiana
$570K +$48.9K +1,435 +10%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$570K -$10.8K -318 -2%
EHWM
188
Eads & Heald Wealth Management
Georgia
$565K -$105K -3,085 -16%
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$555K +$1.98K +58 +0.4%
ProShare Advisors
190
ProShare Advisors
Maryland
$555K -$117K -3,437 -18%
SI
191
SCP Investment
California
$533K +$505K +14,800 New
CCM
192
Channing Capital Management
Illinois
$530K
SWM
193
Scissortail Wealth Management
Oklahoma
$530K +$21.1K +620 +4%
EI
194
Ethic Inc
New York
$526K -$8.42K -247 -2%
MSRPS
195
Maryland State Retirement & Pension System
Maryland
$525K +$3K +88 +0.6%
WSFS
196
Wilmington Savings Fund Society
Delaware
$522K
AI
197
Atria Investments
North Carolina
$521K +$8.39K +246 +2%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$513K +$1.71K +50 +0.4%
FIM
199
Fruth Investment Management
Texas
$461K
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$456K