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Helmerich & Payne
HP

Overview Fund Activity

391 hedge funds and large institutions have $3.86B invested in Helmerich & Payne in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 127 reducing their positions, and 44 closing their positions.

Holders
391
Holders Change
+19
Holders Change %
+5.11%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
67
Increased
136
Reduced
127
Closed
44
Calls
$22.7M
Puts
$13.4M
Net Calls
+$9.23M
Net Calls Change
-$373K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$126M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$98.5M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.5M
4
AIM
4
ARGA Investment Management
Connecticut
$32.1M
5
BlackRock
5
BlackRock
New York
$624M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$0
2
Walleye Capital
2
Walleye Capital
New York
$0
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
SIG
4
Senator Investment Group
New York
$0
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$624M 17,224,149 +702,005 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$422M 11,639,212 -173,120 -1%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$299M 8,257,200 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$188M 5,181,316 +19,622 +0.4%
State Street
5
State Street
Massachusetts
$150M 4,149,934 +19,928 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$126M 3,475,866 +1,961,807 +130%
EARNEST Partners
7
EARNEST Partners
Georgia
$103M 2,842,947 -86,551 -3%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$98.5M 2,720,464 +1,541,987 +131%
Victory Capital Management
9
Victory Capital Management
Texas
$95.2M 2,628,685 +210,321 +9%
Invesco
10
Invesco
Georgia
$80.8M 2,230,251 +260,111 +13%
BTW
11
Boston Trust Walden
Massachusetts
$80.2M 2,214,742 +34,863 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$76.3M 2,105,897 +95,060 +5%
VanEck Associates
13
VanEck Associates
New York
$68.4M 1,887,117 -20,611 -1%
Northern Trust
14
Northern Trust
Illinois
$63.4M 1,749,656 -30,905 -2%
Fisher Asset Management
15
Fisher Asset Management
Washington
$47.8M 1,320,005 -275,749 -17%
Capital Research Global Investors
16
Capital Research Global Investors
California
$45.1M 1,245,268 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$44.7M 1,234,542 +69,625 +6%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$44.4M 1,224,463 +12,567 +1%
American Century Companies
19
American Century Companies
Missouri
$38.3M 1,057,248 +548,242 +108%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$36.4M 1,004,518 +106,491 +12%
Goldman Sachs
21
Goldman Sachs
New York
$35.5M 979,230 +21,291 +2%
Charles Schwab
22
Charles Schwab
California
$33M 910,432 +21,490 +2%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$32.8M 906,751 +386,364 +74%
AIM
24
ARGA Investment Management
Connecticut
$32.1M 887,116 +738,594 +497%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.5M 841,724 +760,554 +937%
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