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Helmerich & Payne
HP

402 hedge funds and large institutions have $4.36B invested in Helmerich & Payne in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 156 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21.3M | Put options by funds: $13.4M

31% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 48

13% more capital invested

Capital invested by funds: $3.86B → $4.36B (+$493M)

3% more funds holding

Funds holding: 392 → 402 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.46% less ownership

Funds ownership: 107.31% → 104.85% (-2.5%)

15% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 156

Holders
402
Holders Change
+10
Holders Change %
+2.55%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
63
Increased
133
Reduced
156
Closed
48
Calls
$21.3M
Puts
$13.4M
Net Calls
+$7.9M
Net Calls Change
-$1.34M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$29.5M
2
Charles Schwab
Charles Schwab
California
+$20.7M
3
Victory Capital Management
Victory Capital Management
Texas
+$19.7M
4
AIM
ARGA Investment Management
Connecticut
+$18.6M
5
American Century Companies
American Century Companies
Missouri
+$11M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$70.3M
2
BlackRock
BlackRock
New York
-$38.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$14.2M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$13.5M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$681M -$38.9M -1,028,419 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$474M -$14.2M -375,397 -3%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$347M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$227M +$8.3M +219,300 +4%
State Street
5
State Street
Massachusetts
$175M +$68.3K +1,804 +0%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$147M +$29.5M +778,585 +29%
Victory Capital Management
7
Victory Capital Management
Texas
$132M +$19.7M +521,533 +20%
EARNEST Partners
8
EARNEST Partners
Georgia
$126M +$5.87M +155,242 +5%
Invesco
9
Invesco
Georgia
$98.1M +$3.87M +102,171 +5%
BTW
10
Boston Trust Walden
Massachusetts
$92.3M -$754K -19,925 -0.9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$90.5M +$1.76M +46,405 +2%
Northern Trust
12
Northern Trust
Illinois
$71.7M -$1.69M -44,770 -3%
Morgan Stanley
13
Morgan Stanley
New York
$68M -$70.3M -1,858,474 -53%
VanEck Associates
14
VanEck Associates
New York
$67.1M -$11M -291,660 -15%
Charles Schwab
15
Charles Schwab
California
$61.3M +$20.7M +546,509 +60%
AIM
16
ARGA Investment Management
Connecticut
$58M +$18.6M +491,589 +55%
American Century Companies
17
American Century Companies
Missouri
$56.7M +$11M +291,467 +28%
Fisher Asset Management
18
Fisher Asset Management
Washington
$54.8M -$641K -16,940 -1%
Capital Research Global Investors
19
Capital Research Global Investors
California
$52.4M – – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$49.4M -$2.26M -59,780 -5%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$42.8M -$7.85M -207,507 -17%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$38.3M +$178K +4,692 +0.5%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36M +$536K +14,167 +2%
Bank of America
24
Bank of America
North Carolina
$35.1M +$88.4K +2,337 +0.3%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$35M -$6.53M -172,466 -17%
1
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HP Hedge Fund Activity: Q1 2024 in Review

402 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Helmerich & Payne (HP) for Q1 2024, worth a combined $4.36B — up 13% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HP positions and 48 closed out — a net gain of 15 holders — while 133 added to existing stakes and 156 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $70.3M.

  • 402 institutional investors held Helmerich & Payne (HP) as of Q1 2024, up from 392 in Q4 2023.
  • Funds reported $4.36B of Helmerich & Payne stock for Q1 2024, up 13% quarter-over-quarter.
  • 63 funds opened new Helmerich & Payne positions in Q1 2024 and 48 closed out, a net change of +15 holders.
  • The largest Helmerich & Payne buyer in Q1 2024 was Pacer Advisors, an estimated $29.5M added.
  • The largest Helmerich & Payne seller in Q1 2024 was Morgan Stanley, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2024.