Helmerich & Payne
395 hedge funds and large institutions have $4.6B invested in Helmerich & Payne in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 124 increasing their positions, 130 reducing their positions, and 35 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
137% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 35
49% more call options, than puts
Call options by funds: $64M | Put options by funds: $43M
27% more capital invested
Capital invested by funds: $3.61B → $4.6B (+$984M)
11% more funds holding
Funds holding: 355 → 395 (+40)
5% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 130
4.78% less ownership
Funds ownership: 92.78% → 88% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$27.4M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
+$23.4M |
| 3 |
ACM
Anomaly Capital Management
New York
|
+$20.2M |
| 4 |
Renaissance Technologies
New York
|
+$17.8M |
| 5 |
PC
PointState Capital
New York
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$60.3M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$30.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$20.5M |
| 4 |
Goldman Sachs
New York
|
-$16.3M |
| 5 |
MIM
Merewether Investment Management
Dallas,
Texas
|
-$16M |
HP Hedge Fund Activity: Q4 2022 in Review
395 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q4 2022, worth a combined $4.6B — up 27% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new HP positions and 35 closed out — a net gain of 48 holders — while 124 added to existing stakes and 130 trimmed.
The largest buyer was BlackRock, adding an estimated $27.4M. The largest seller was Nuveen, cutting an estimated $60.3M.
- 395 institutional investors held Helmerich & Payne (HP) as of Q4 2022, up from 355 in Q3 2022.
- Funds reported $4.6B of Helmerich & Payne stock for Q4 2022, up 27% quarter-over-quarter.
- 83 funds opened new Helmerich & Payne positions in Q4 2022 and 35 closed out, a net change of +48 holders.
- The largest Helmerich & Payne buyer in Q4 2022 was BlackRock, an estimated $27.4M added.
- The largest Helmerich & Payne seller in Q4 2022 was Nuveen, an estimated $60.3M sold.
Based on aggregated 13F filings for Q4 2022.