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Helmerich & Payne
HP

Overview Fund Activity

384 hedge funds and large institutions have $3.84B invested in Helmerich & Payne in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 149 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-18
Holders Change %
-4.48%
% of All Funds
5.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
133
Reduced
149
Closed
51
Calls
$13.8M
Puts
$10.7M
Net Calls
+$3.09M
Net Calls Change
-$4.81M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$67.3M
2
AIM
ARGA Investment Management
Connecticut
$68.3M
3
EARNEST Partners
EARNEST Partners
Georgia
$125M
4
LSV Asset Management
LSV Asset Management
Illinois
$43M
5
CIM
Cambria Investment Management
California
$12.8M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
2
BlackRock
BlackRock
New York
$574M
3
Man Group
Man Group
United Kingdom
$4.31M
4
UBS Group
UBS Group
Switzerland
$1.25M
5
Capital Research Global Investors
Capital Research Global Investors
California
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$574M -$11M -303,715 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$407M +$291K +8,051 +0.1%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$298M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$202M +$6.37M +176,179 +3%
State Street
5
State Street
Massachusetts
$150M -$114K -3,161 -0.1%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$138M +$11.8M +327,802 +9%
EARNEST Partners
7
EARNEST Partners
Georgia
$125M +$17M +471,420 +16%
Victory Capital Management
8
Victory Capital Management
Texas
$111M -$2.98M -82,474 -3%
Invesco
9
Invesco
Georgia
$93.2M +$8.89M +245,965 +11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$80.4M +$2.6M +72,037 +3%
BTW
11
Boston Trust Walden
Massachusetts
$80.3M +$1,000K +27,660 +1%
AIM
12
ARGA Investment Management
Connecticut
$68.3M +$18.5M +512,273 +37%
American Century Companies
13
American Century Companies
Missouri
$67.3M +$18.6M +513,647 +38%
Morgan Stanley
14
Morgan Stanley
New York
$61.9M +$3.42M +94,530 +6%
Northern Trust
15
Northern Trust
Illinois
$60.1M -$1.52M -42,163 -2%
VanEck Associates
16
VanEck Associates
New York
$53.2M -$4.45M -123,246 -8%
Charles Schwab
17
Charles Schwab
California
$52.6M -$82K -2,269 -0.2%
Fisher Asset Management
18
Fisher Asset Management
Washington
$50.6M +$3.48M +96,327 +7%
LSV Asset Management
19
LSV Asset Management
Illinois
$43M +$14.6M +405,179 +52%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$42.2M -$300K -8,302 -0.7%
Capital Research Global Investors
21
Capital Research Global Investors
California
$39.7M -$5.28M -146,061 -12%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.6M +$4.64M +128,372 +15%
Bank of America
23
Bank of America
North Carolina
$34.7M +$4.57M +126,339 +15%
AllianceBernstein
24
AllianceBernstein
Tennessee
$34.5M +$10.2M +282,138 +42%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$33.5M -$3.24M -89,690 -9%
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