We are live on ! Find out more
HP icon

Helmerich & Payne

516 hedge funds and large institutions have $5.56B invested in Helmerich & Payne in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 196 increasing their positions, 163 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $31M

20% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 163

19% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 53

13% more capital invested

Capital invested by funds: $4.92B → $5.56B (+$645M)

1% more funds holding

Funds holding: 510516 (+6)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.42% less ownership

Funds ownership: 94.16%90.74% (-3.4%)

Holders
516
Holders Change
+6
Holders Change %
+1.18%
% of All Funds
11.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
63
Increased
196
Reduced
163
Closed
53
Calls
$55.6M
Puts
$31M
Net Calls
+$24.6M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$661M +$8.79M +161,367 +1%
BlackRock
2
BlackRock
New York
$558M -$11.4M -209,484 -2%
Capital International Investors
3
Capital International Investors
California
$518M +$69.8M +1,280,831 +16%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$459M
State Street
5
State Street
Massachusetts
$345M +$14.9M +273,409 +5%
Capital World Investors
6
Capital World Investors
California
$326M +$11.1M +204,000 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$136M +$6.36M +116,820 +5%
Invesco
8
Invesco
Georgia
$101M +$12.6M +231,829 +15%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$94.9M +$21.4M +393,329 +30%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$88.2M +$4.62M +84,889 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$83.1M +$51M +935,398 +167%
Fisher Asset Management
12
Fisher Asset Management
Washington
$80.4M +$25.5M +467,991 +48%
Northern Trust
13
Northern Trust
Illinois
$70M +$1.05M +19,340 +2%
Ameriprise
14
Ameriprise
Minnesota
$62.9M -$30.2M -554,305 -33%
RCAMU
15
Rothschild & Co Asset Management US
Connecticut
$53.4M +$13.2M +241,690 +34%
Norges Bank
16
Norges Bank
Norway
$53M
Goldman Sachs
17
Goldman Sachs
New York
$52.9M -$27.1M -496,648 -34%
AQR Capital Management
18
AQR Capital Management
Connecticut
$46.6M -$18.9M -346,183 -29%
Charles Schwab
19
Charles Schwab
California
$40M -$14.6M -268,714 -27%
AA
20
ALPS Advisors
Colorado
$39.5M +$2.26M +41,456 +6%
Legal & General Group
21
Legal & General Group
United Kingdom
$38.7M +$6.92M +126,937 +22%
ORIO
22
Old Republic International (ORI)
Illinois
$37.6M
VanEck Associates
23
VanEck Associates
New York
$37.4M -$11.3M -207,622 -24%
RFC
24
Regions Financial Corp
Alabama
$37.3M +$4.08M +74,927 +13%
Wells Fargo
25
Wells Fargo
California
$35.5M +$9.56M +175,406 +38%

HP Hedge Fund Activity: Q1 2019 in Review

516 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2019, worth a combined $5.56B — up 13% from $4.92B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HP positions and 53 closed out — a net gain of 10 holders — while 196 added to existing stakes and 163 trimmed.

The largest buyer was Capital International Investors, adding an estimated $69.8M. The largest seller was Millennium Management, cutting an estimated $101M.

  • 516 institutional investors held Helmerich & Payne (HP) as of Q1 2019, up from 510 in Q4 2018.
  • Funds reported $5.56B of Helmerich & Payne stock for Q1 2019, up 13% quarter-over-quarter.
  • 63 funds opened new Helmerich & Payne positions in Q1 2019 and 53 closed out, a net change of +10 holders.
  • The largest Helmerich & Payne buyer in Q1 2019 was Capital International Investors, an estimated $69.8M added.
  • The largest Helmerich & Payne seller in Q1 2019 was Millennium Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2019.