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Patterson-UTI
PTEN

Overview Fund Activity

256 hedge funds and large institutions have $474M invested in Patterson-UTI in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 82 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-11
Holders Change %
-4.12%
% of All Funds
5.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
96
Reduced
82
Closed
51
Calls
$314K
Puts
$143K
Net Calls
+$171K
Net Calls Change
-$767K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.38M
2
PPA
Parametric Portfolio Associates
Washington
+$4.34M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.89M
4
LM
Luminus Management
Texas
+$3.85M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$3.76M

Top Sellers

1
SI
Scout Investments
Missouri
-$19.9M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$15.7M
3
CTA
Carillon Tower Advisers
Florida
-$13.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$9.27M
5
PP
Prudential plc
United Kingdom
-$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
226
Sowell Financial Services
Arkansas
$3K – – –
CAW
227
Cornerstone Advisors (Washington)
Washington
$3K +$1.71K +620 +133%
SPIA
228
Steward Partners Investment Advisory
New York
$2K -$3.68K -2,032 -65%
PB
229
Pinnacle Bancorp
Nebraska
$2K – – –
HIA
230
Harbor Investment Advisory
Maryland
$2K +$2K +719 New
PFBT
231
Parkside Financial Bank & Trust
Missouri
$2K +$2K +826 New
TFO
232
Tarbox Family Office
California
$2K +$2K +830 New
ECM
233
Estabrook Capital Management
New York
$1.18K – – –
ClearBridge Investments
234
ClearBridge Investments
New York
$1K -$5.03M -1,473,317 -100%
LC
235
Lindbrook Capital
California
$1K -$1.19K -659 -54%
IA
236
IFP Advisors
Florida
$1K -$1.38K -427 -58%
KPW
237
Kore Private Wealth
New York
$1K – – –
PCIA
238
Prime Capital Investment Advisors
Kansas
$1K – – –
CWP
239
CFM Wealth Partners
Texas
$1K – – –
EFSCE
240
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +272 New
BBHC
241
Brown Brothers Harriman & Co
New York
$1K +$1K +375 New
BII
242
Bainco International Investors
Massachusetts
$1K +$1K +424 New
SFSIG
243
San Francisco Sentry Investment Group
California
$1K +$1K +460 New
ABC
244
Associated Banc-Corp
Wisconsin
$1K +$1K +473 New
TPCW
245
TD Private Client Wealth
New York
$959 +$148 +63 +18%
EW
246
Evoke Wealth
California
$562 +$562 +239 New
SI
247
Scout Investments
Missouri
– -$19.9M -1,894,855 Closed
Point72 Asset Management
248
Point72 Asset Management
Connecticut
– -$15.7M -1,496,983 Closed
CTA
249
Carillon Tower Advisers
Florida
– -$13.7M -1,302,490 Closed
PP
250
Prudential plc
United Kingdom
– -$9.16M -872,600 Closed
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