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Helmerich & Payne
HP

Overview Fund Activity

320 hedge funds and large institutions have $2.26B invested in Helmerich & Payne in 2020 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 76 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+9
Holders Change %
+2.89%
% of All Funds
5.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
76
Reduced
140
Closed
44
Calls
$16.5M
Puts
$56.8M
Net Calls
-$40.3M
Net Calls Change
-$16.2M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$161M
2
Bank of America
Bank of America
North Carolina
$27.2M
3
BlackRock
BlackRock
New York
$350M
4
BIP
Brandes Investment Partners
California
$23.1M
5
IAM
Impala Asset Management
Florida
$5.72M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.15M
2
Two Sigma Investments
Two Sigma Investments
New York
$34M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$28.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOCM
201
Energy Opportunities Capital Management
Texas
$290K +$290K +12,525 New
JAM
202
Jupiter Asset Management
United Kingdom
$285K +$285K +12,305 New
CAI
203
Capital Advisors Inc
Oklahoma
$277K +$32.6K +1,410 +13%
Bessemer Group
204
Bessemer Group
New Jersey
$264K – – –
JF
205
Jump Financial
Illinois
$255K -$369K -15,949 -59%
PP
206
Pegasus Partners
Wisconsin
$254K +$14K +604 +6%
Stifel Financial
207
Stifel Financial
Missouri
$252K -$225K -9,713 -47%
Verition Fund Management
208
Verition Fund Management
Connecticut
$252K +$252K +10,860 New
VI
209
Versor Investments
New York
$251K -$530K -22,867 -68%
HFS
210
Hantz Financial Services
Michigan
$250K +$39K +1,682 +18%
EI
211
Ethic Inc
New York
$246K -$42K -1,817 -15%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$238K +$101K +4,376 +74%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$231K +$231K +9,959 New
KA
214
Kovack Advisors
Florida
$229K -$20.6K -890 -8%
CIAS
215
Capital Investment Advisory Services
North Carolina
$223K +$223K +9,609 New
SG
216
Sourcerock Group
Colorado
$215K +$215K +9,271 New
HAG
217
HighPoint Advisor Group
Illinois
$213K +$213K +8,206 New
CGH
218
Crossmark Global Holdings
Texas
$211K -$120K -5,210 -36%
KeyBank National Association
219
KeyBank National Association
Ohio
$209K -$400K -17,315 -66%
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$205K +$205K +8,855 New
Osaic Holdings
221
Osaic Holdings
Arizona
$194K +$19.9K +865 +11%
Russell Investments Group
222
Russell Investments Group
United Kingdom
$169K -$1.83M -78,089 -92%
Acadian Asset Management
223
Acadian Asset Management
Massachusetts
$164K +$67.4K +2,906 +70%
FTDI
224
First Trust Direct Indexing
Massachusetts
$144K +$144K +6,222 New
QT
225
Quantbot Technologies
New York
$142K +$142K +6,172 New
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