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Patterson-UTI

410 hedge funds and large institutions have $4.59B invested in Patterson-UTI in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 135 increasing their positions, 128 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

79% more capital invested

Capital invested by funds: $2.57B → $4.59B (+$2.02B)

42% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $11.8M

10% more funds holding

Funds holding: 372410 (+38)

5% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 128

0.82% more ownership

Funds ownership: 110.91%111.73% (+0.82%)

Holders
410
Holders Change
+38
Holders Change %
+10.22%
% of All Funds
5.05%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
89
Increased
135
Reduced
128
Closed
41
Calls
$16.8M
Puts
$11.8M
Net Calls
+$4.96M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
226
Fieldview Capital Management
Michigan
$441K +$349K +40,764 New
CFO
227
Callan Family Office
Pennsylvania
$441K +$14.4K +1,684 +4%
MOACM
228
Mutual of America Capital Management
New York
$428K +$728 +85 +0.2%
Marshall Wace
229
Marshall Wace
United Kingdom
$427K -$1.81M -211,909 -84%
AIC
230
Archer Investment Corporation
Indiana
$412K +$326K +38,082 New
IFG
231
Independent Financial Group
California
$408K +$322K +37,657 New
GCM
232
Graham Capital Management
Connecticut
$406K -$534K -62,401 -62%
GT
233
Glenmede Trust
Pennsylvania
$386K +$203K +23,755 +200%
GFA
234
Gallagher Fiduciary Advisors
Illinois
$378K +$105K +12,211 +54%
Federated Hermes
235
Federated Hermes
Pennsylvania
$376K +$297K +34,735 New
BIG
236
Brooklyn Investment Group
New York
$376K +$108K +12,573 +57%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$372K -$5.93K -693 -2%
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$371K +$856 +100 +0.3%
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$348K +$177K +20,671 +180%
AC
240
AXQ Capital
New Jersey
$337K +$34.3K +4,012 +15%
AC
241
AWM Capital
Arizona
$332K -$23.7K -2,769 -8%
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$326K +$139K +16,212 +117%
VT
243
Vise Technologies
New York
$322K
Caisse de Depot et Placement du Quebec (CDPQ)
244
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$309K +$244K +28,500 New
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$309K +$41.2K +4,809 +20%
AIP
246
Ameritas Investment Partners
Nebraska
$308K -$9.5K -1,110 -4%
RI
247
Rinkey Investments
California
$306K
HighTower Advisors
248
HighTower Advisors
Illinois
$305K +$91.4K +10,682 +61%
SF
249
Summit Financial
New Jersey
$298K -$125K -14,629 -35%
B
250
Bailard
California
$298K +$235K +27,500 New