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Helmerich & Payne
HP

363 hedge funds and large institutions have $3.4B invested in Helmerich & Payne in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 133 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $12M

0.87% more ownership

Funds ownership: 92.68% → 93.56% (+0.87%)

2% less capital invested

Capital invested by funds: $3.47B → $3.4B (-$69.9M)

5% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 133

4% less funds holding

Funds holding: 378 → 363 (-15)

22% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 59

Holders
363
Holders Change
-15
Holders Change %
-3.97%
% of All Funds
5.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
127
Reduced
133
Closed
59
Calls
$18.9M
Puts
$12M
Net Calls
+$6.9M
Net Calls Change
+$3.5M

Top Buyers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
+$77.1M
2
ECA
Encompass Capital Advisors
New York
+$23.7M
3
SG
Sourcerock Group
Colorado
+$21.8M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$20.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
-$61M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$59.6M
3
BlackRock
BlackRock
New York
-$14.6M
4
Millennium Management
Millennium Management
New York
-$13M
5
Principal Financial Group
Principal Financial Group
Iowa
-$9.49M

HP Hedge Fund Activity: Q2 2023 in Review

363 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q2 2023, worth a combined $3.4B — down 2% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HP and 46 opened new positions — a net loss of 13 holders — while 133 trimmed existing stakes and 127 added.

The largest buyer was EARNEST Partners, adding an estimated $77.1M. The largest seller was Janus Henderson Group, cutting an estimated $61M.

  • 363 institutional investors held Helmerich & Payne (HP) as of Q2 2023, down from 378 in Q1 2023.
  • Funds reported $3.4B of Helmerich & Payne stock for Q2 2023, down 2% quarter-over-quarter.
  • 46 funds opened new Helmerich & Payne positions in Q2 2023 and 59 closed out, a net change of -13 holders.
  • The largest Helmerich & Payne buyer in Q2 2023 was EARNEST Partners, an estimated $77.1M added.
  • The largest Helmerich & Payne seller in Q2 2023 was Janus Henderson Group, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2023.