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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
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$582K +$6.39K +185 +1%
BDWCC
202
B&D White Capital Company
Texas
$581K +$660K +19,100 New
PA
203
Profund Advisors
Maryland
$567K -$128K -3,692 -17%
Neuberger Berman Group
204
Neuberger Berman Group
New York
$550K -$35.4K -1,026 -5%
SC
205
Savant Capital
Illinois
$545K -$181K -5,235 -23%
BCM
206
Bayesian Capital Management
New York
$545K +$618K +17,900 New
A
207
AlphaQuest
New York
$528K +$112K +3,238 +23%
ET
208
Entropy Technologies
New York
$523K +$48.4K +1,402 +9%
CL
209
Choreo LLC
Illinois
$508K +$41.5K +1,202 +8%
GC
210
Guggenheim Capital
Illinois
$481K -$148K -4,283 -21%
KeyBank National Association
211
KeyBank National Association
Ohio
$471K -$1.28K -37 -0.2%
SI
212
Stephens Inc
Arkansas
$455K +$7.63K +221 +1%
BCI
213
Brinker Capital Investments
Pennsylvania
$454K -$44.3K -1,282 -8%
OPS
214
Orion Portfolio Solutions
Nebraska
$454K -$44.3K -1,282 -8%
WSFS
215
Wilmington Savings Fund Society
Delaware
$452K +$514K +14,873 New
MOACM
216
Mutual of America Capital Management
New York
$452K -$47.4K -1,373 -8%
NAMA
217
Nikko Asset Management Americas
New York
$446K -$33.2K -960 -6%
Sumitomo Mitsui Trust Group
218
Sumitomo Mitsui Trust Group
Japan
$446K -$33.2K -960 -6%
QC
219
Quadrature Capital
United Kingdom
$441K +$501K +14,492 New
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$439K +$91.8K +2,659 +23%
Walleye Capital
221
Walleye Capital
New York
$437K +$496K +14,353 New
MAM
222
Martingale Asset Management
Massachusetts
$428K -$432K -12,520 -47%
SWM
223
Scissortail Wealth Management
Oklahoma
$425K -$483K -13,970 -100%
Cerity Partners
224
Cerity Partners
New York
$425K +$195K +5,642 +68%
EWA
225
Exencial Wealth Advisors
Oklahoma
$423K +$27.9K +809 +6%

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.