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Helmerich & Payne
HP

Overview Fund Activity

384 hedge funds and large institutions have $3.84B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 149 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-18
Holders Change %
-4.48%
% of All Funds
5.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
133
Reduced
149
Closed
51
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.81M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$18.6M
2
AIM
ARGA Investment Management
Connecticut
+$18.5M
3
EARNEST Partners
EARNEST Partners
Georgia
+$17M
4
LSV Asset Management
LSV Asset Management
Illinois
+$14.6M
5
CIM
Cambria Investment Management
California
+$12.5M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$11.3M
2
BlackRock
BlackRock
New York
-$11M
3
Man Group
Man Group
United Kingdom
-$7.46M
4
UBS Group
UBS Group
Switzerland
-$6.73M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$5.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
201
Sumitomo Mitsui Trust Group
Japan
$564K -$133K -3,679 -19%
KeyBank National Association
202
KeyBank National Association
Ohio
$561K +$13.5K +374 +2%
MG
203
Mather Group
Illinois
$553K +$66K +1,568 +14%
EGM
204
Engineers Gate Manager
New York
$551K -$310K -8,581 -36%
Teacher Retirement System of Texas
205
Teacher Retirement System of Texas
Texas
$547K +$69.1K +1,913 +14%
GCP
206
GSA Capital Partners
United Kingdom
$547K +$547K +15,144 New
ProShare Advisors
207
ProShare Advisors
Maryland
$543K -$168K -4,649 -24%
SI
208
Stephens Inc
Arkansas
$533K +$142K +3,930 +36%
CL
209
Choreo LLC
Illinois
$533K +$533K +14,899 New
A
210
AlphaQuest
New York
$511K +$270K +7,466 +112%
AI
211
Atria Investments
North Carolina
$507K +$507K +14,031 New
SWM
212
Scissortail Wealth Management
Oklahoma
$505K +$505K +13,976 New
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$493K -$32K -886 -6%
Capital Fund Management (CFM)
214
Capital Fund Management (CFM)
France
$485K -$1.05M -29,017 -68%
SPA
215
Sherbrooke Park Advisers
New York
$480K +$480K +13,286 New
EWA
216
Exencial Wealth Advisors
Oklahoma
$474K -$9.54K -264 -2%
KA
217
KLCM Advisors
Wisconsin
$470K – – –
Pictet Asset Management
218
Pictet Asset Management
Switzerland
$464K -$25.3K -700 -5%
FIM
219
Fruth Investment Management
Texas
$456K -$18.1K -500 -4%
OW
220
Olistico Wealth
Oklahoma
$454K – – –
VI
221
Versor Investments
New York
$452K -$145K -4,000 -24%
RI
222
Ridgewood Investments
New Jersey
$446K -$18.1K -500 -4%
CAI
223
Capital Advisors Inc
Oklahoma
$437K – – –
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$425K +$60.6K +1,678 +17%
PCM
225
Prelude Capital Management
New York
$412K -$663K -18,358 -62%
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