Helmerich & Payne
378 hedge funds and large institutions have $3.47B invested in Helmerich & Payne in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 130 reducing their positions, and 72 closing their positions.
11% more call options, than puts
Call options by funds: $34.4M | Put options by funds: $31M
4.68% more ownership
Funds ownership: 88% → 92.68% (+4.7%)
5% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 130
4% less funds holding
Funds holding: 395 → 378 (-17)
18% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 72
24% less capital invested
Capital invested by funds: $4.6B → $3.47B (-$1.12B)
100% less funds holding in top 10
Funds holding in top 10: 5 → 0 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.5M |
| 2 |
Squarepoint
New York
|
+$21.5M |
| 3 |
Janus Henderson Group
London,
|
+$17.8M |
| 4 |
GACM
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
+$16.3M |
| 5 |
BlackRock
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$116M |
| 2 |
ACM
Anomaly Capital Management
New York
|
-$49.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.8M |
| 4 |
Goldman Sachs
New York
|
-$23.4M |
| 5 |
PC
PointState Capital
New York
|
-$17.1M |
HP Hedge Fund Activity: Q1 2023 in Review
378 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2023, worth a combined $3.47B — down 24% from $4.6B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of HP and 59 opened new positions — a net loss of 13 holders — while 130 trimmed existing stakes and 137 added.
The largest buyer was Vanguard Group, adding an estimated $28.5M. The largest seller was AllianceBernstein, cutting an estimated $116M.
- 378 institutional investors held Helmerich & Payne (HP) as of Q1 2023, down from 395 in Q4 2022.
- Funds reported $3.47B of Helmerich & Payne stock for Q1 2023, down 24% quarter-over-quarter.
- 59 funds opened new Helmerich & Payne positions in Q1 2023 and 72 closed out, a net change of -13 holders.
- The largest Helmerich & Payne buyer in Q1 2023 was Vanguard Group, an estimated $28.5M added.
- The largest Helmerich & Payne seller in Q1 2023 was AllianceBernstein, an estimated $116M sold.
Based on aggregated 13F filings for Q1 2023.