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Helmerich & Payne
HP

Overview Fund Activity

338 hedge funds and large institutions have $1.48B invested in Helmerich & Payne in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 103 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
-13
Holders Change %
-3.7%
% of All Funds
4.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
64
Increased
128
Reduced
103
Closed
69
Calls
$24.4M
Puts
$20.1M
Net Calls
+$4.28M
Net Calls Change
+$8.77M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.7M
2
BCM
Bridgeway Capital Management
Texas
+$7.84M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.88M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.86M
5
Barclays
Barclays
United Kingdom
+$6.81M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$33.5M
2
BTW
Boston Trust Walden
Massachusetts
-$21.8M
3
GACM
Global Alpha Capital Management
Quebec, Canada
-$19.1M
4
WCCM
Webs Creek Capital Management
Texas
-$15.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$222M -$9.36M -617,340 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M +$468K +30,899 +0.3%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$119M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$81.4M -$1.68M -110,760 -2%
State Street
5
State Street
Massachusetts
$62M -$1.65M -109,005 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$55.9M +$2.02M +133,512 +4%
EARNEST Partners
7
EARNEST Partners
Georgia
$49.2M +$454K +29,976 +0.9%
American Century Companies
8
American Century Companies
Missouri
$48.9M +$3.65M +240,771 +8%
Invesco
9
Invesco
Georgia
$44.9M +$3.88M +255,794 +9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35.3M -$166K -10,928 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$33.5M +$3.35M +221,146 +11%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$31M +$19.7M +1,298,510 +174%
Fisher Asset Management
13
Fisher Asset Management
Washington
$26.7M -$1.38M -91,008 -5%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.1M +$4.87M +321,004 +23%
LSV Asset Management
15
LSV Asset Management
Illinois
$21.4M -$1.42M -93,700 -6%
Charles Schwab
16
Charles Schwab
California
$20.5M -$1.7M -112,111 -8%
Northern Trust
17
Northern Trust
Illinois
$20.1M -$4.39M -289,394 -18%
VanEck Associates
18
VanEck Associates
New York
$20M -$2.83M -186,367 -12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$15.3M -$1.29M -85,213 -8%
SI
20
Sprott Inc
Ontario, Canada
$14.8M +$4.44M +292,735 +43%
FFH
21
Fairfax Financial Holdings
Ontario, Canada
$14.8M +$3.03M +200,000 +26%
Bank of America
22
Bank of America
North Carolina
$12.7M +$65.6K +4,324 +0.5%
UBS Group
23
UBS Group
Switzerland
$12M -$7.89M -520,124 -40%
Norges Bank
24
Norges Bank
Norway
$10.6M +$10.6M +697,322 New
SBH
25
Segall Bryant & Hamill
Illinois
$9.49M -$239K -15,795 -2%
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