Helmerich & Payne
352 hedge funds and large institutions have $2.6B invested in Helmerich & Payne in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 128 increasing their positions, 127 reducing their positions, and 62 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 127
4.26% less ownership
Funds ownership: 104.38% → 100.12% (-4.3%)
6% less funds holding
Funds holding: 375 → 352 (-23)
21% less capital invested
Capital invested by funds: $3.3B → $2.6B (-$702M)
29% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 62
33% less call options, than puts
Call options by funds: $9.25M | Put options by funds: $13.7M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$32.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$22.9M |
| 3 |
WCCM
Webs Creek Capital Management
Dallas,
Texas
|
+$17.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$15.6M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
-$86M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$31.5M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$20.3M |
| 4 |
GJL
Gendell Jeffrey L
|
-$19.6M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$14.2M |
HP Hedge Fund Activity: Q1 2025 in Review
352 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2025, worth a combined $2.6B — down 21% from $3.3B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of HP and 44 opened new positions — a net loss of 18 holders — while 127 trimmed existing stakes and 128 added.
The largest buyer was UBS Group, adding an estimated $32.5M. The largest seller was ARGA Investment Management, exiting entirely with an estimated $86M sold.
- 352 institutional investors held Helmerich & Payne (HP) as of Q1 2025, down from 375 in Q4 2024.
- Funds reported $2.6B of Helmerich & Payne stock for Q1 2025, down 21% quarter-over-quarter.
- 44 funds opened new Helmerich & Payne positions in Q1 2025 and 62 closed out, a net change of -18 holders.
- The largest Helmerich & Payne buyer in Q1 2025 was UBS Group, an estimated $32.5M added.
- The largest Helmerich & Payne seller in Q1 2025 was ARGA Investment Management, an estimated $86M sold.
Based on aggregated 13F filings for Q1 2025.