Helmerich & Payne
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, 134 reducing their positions, and 59 closing their positions.
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 (-$68.3M)
5% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 134
4% less funds holding
Funds holding: 378 → 363 (-15)
22% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$77.1M |
| 2 |
ECA
Encompass Capital Advisors
New York
|
+$23.7M |
| 3 |
SG
Sourcerock Group
Denver,
Colorado
|
+$21.8M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$20.5M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$61M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$59.6M |
| 3 |
BlackRock
New York
|
-$14.6M |
| 4 |
Millennium Management
New York
|
-$13M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$9.49M |
HP Hedge Fund Activity: Q2 2023 in Review
363 of the 6,369 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 134 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.