Helmerich & Payne
482 hedge funds and large institutions have $6.07B invested in Helmerich & Payne in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 185 reducing their positions, and 41 closing their positions.
15% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 41
1% more funds holding
Funds holding: 478 → 482 (+4)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.87% less ownership
Funds ownership: 111.12% → 107.25% (-3.9%)
7% less capital invested
Capital invested by funds: $6.56B → $6.07B (-$489M)
10% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 185
31% less call options, than puts
Call options by funds: $68.8M | Put options by funds: $99.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$273M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$108M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$34.2M |
| 4 |
Neuberger Berman Group
New York
|
+$30.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$212M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$116M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$105M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$94.1M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$38.8M |
HP Hedge Fund Activity: Q3 2017 in Review
482 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q3 2017, worth a combined $6.07B — down 7.5% from $6.56B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HP positions and 41 closed out — a net gain of 6 holders — while 166 added to existing stakes and 185 trimmed.
The largest buyer was Franklin Resources, adding an estimated $273M. The largest seller was Artisan Partners, exiting entirely with an estimated $212M sold.
- 482 institutional investors held Helmerich & Payne (HP) as of Q3 2017, up from 478 in Q2 2017.
- Funds reported $6.07B of Helmerich & Payne stock for Q3 2017, down 7.5% quarter-over-quarter.
- 47 funds opened new Helmerich & Payne positions in Q3 2017 and 41 closed out, a net change of +6 holders.
- The largest Helmerich & Payne buyer in Q3 2017 was Franklin Resources, an estimated $273M added.
- The largest Helmerich & Payne seller in Q3 2017 was Artisan Partners, an estimated $212M sold.
Based on aggregated 13F filings for Q3 2017.