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Helmerich & Payne
HP

Overview Fund Activity

384 hedge funds and large institutions have $3.21B invested in Helmerich & Payne in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
–
Holders Change %
0%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
55
Increased
131
Reduced
137
Closed
53
Calls
$10.1M
Puts
$44.5M
Net Calls
-$34.4M
Net Calls Change
-$37.5M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$70.9M
2
BlackRock
BlackRock
New York
$496M
3
Citadel Advisors
Citadel Advisors
Florida
$20.3M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$10.8M
5
Morgan Stanley
Morgan Stanley
New York
$62.5M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$425K
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$81.7M
3
Capital Research Global Investors
Capital Research Global Investors
California
$3.04M
4
BTW
Boston Trust Walden
Massachusetts
$41.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$496M +$12.6M +412,605 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$340M -$3.17M -104,085 -0.9%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$251M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$166M -$3.5M -115,043 -2%
State Street
5
State Street
Massachusetts
$127M +$1.05M +34,395 +0.8%
EARNEST Partners
6
EARNEST Partners
Georgia
$105M -$535K -17,603 -0.5%
Victory Capital Management
7
Victory Capital Management
Texas
$90.6M -$2.7M -88,644 -3%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$81.7M -$34.7M -1,141,196 -30%
Invesco
9
Invesco
Georgia
$72.3M -$6.12M -201,301 -8%
American Century Companies
10
American Century Companies
Missouri
$70.9M +$14.3M +468,620 +25%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$68.4M +$696K +22,875 +1%
Morgan Stanley
12
Morgan Stanley
New York
$62.5M +$10.5M +343,566 +20%
AIM
13
ARGA Investment Management
Connecticut
$57.3M -$175K -5,763 -0.3%
Northern Trust
14
Northern Trust
Illinois
$49.2M -$1.39M -45,589 -3%
Charles Schwab
15
Charles Schwab
California
$45.8M +$1.52M +49,982 +3%
BTW
16
Boston Trust Walden
Massachusetts
$41.1M -$26.5M -871,038 -39%
Fisher Asset Management
17
Fisher Asset Management
Washington
$41.1M -$1.46M -48,020 -3%
LSV Asset Management
18
LSV Asset Management
Illinois
$41.1M +$4.88M +160,293 +13%
VanEck Associates
19
VanEck Associates
New York
$40.2M -$9.44M -279,801 -19%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$35.6M +$8.58M +282,031 +32%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.3M +$5.39M +177,023 +18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$31.8M -$3.71M -121,817 -10%
Bank of America
23
Bank of America
North Carolina
$26.8M -$2.41M -79,065 -8%
GACM
24
Global Alpha Capital Management
Quebec, Canada
$26.8M +$4.22M +138,590 +19%
Goldman Sachs
25
Goldman Sachs
New York
$26.6M +$2.4M +79,051 +10%
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