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Patterson-UTI

372 hedge funds and large institutions have $2.57B invested in Patterson-UTI in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $11.2M

22% more capital invested

Capital invested by funds: $2.1B → $2.57B (+$469M)

18% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 60

5.67% more ownership

Funds ownership: 105.25%110.91% (+5.7%)

1% more funds holding

Funds holding: 368372 (+4)

1% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 123

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
372
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
4.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
71
Increased
124
Reduced
123
Closed
60
Calls
$31.5M
Puts
$11.2M
Net Calls
+$20.4M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$134K +$78.1K +13,084 +147%
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$134K -$19.9K -3,329 -13%
ECM
228
Evergreen Capital Management
Washington
$134K +$131K +21,885 New
BIG
229
Brooklyn Investment Group
New York
$131K +$132K +22,161 New
CGH
230
Crossmark Global Holdings
Texas
$128K -$6 -1 -0%
CCM
231
Chilton Capital Management
Texas
$128K
Teacher Retirement System of Texas
232
Teacher Retirement System of Texas
Texas
$125K -$364K -61,052 -75%
BF
233
Brucke Financial
Indiana
$125K -$11.7K -1,952 -9%
FIA
234
FPC Investment Advisory
California
$123K +$120K +20,100 New
Lazard Asset Management
235
Lazard Asset Management
New York
$123K
SCM
236
Sterling Capital Management
North Carolina
$122K -$26.6K -4,456 -18%
D.E. Shaw & Co
237
D.E. Shaw & Co
New York
$122K -$1.04M -174,617 -90%
FCM
238
Fourpath Capital Management
Oklahoma
$122K
MFG
239
Merit Financial Group
Georgia
$122K +$119K +19,915 New
DekaBank Deutsche Girozentrale
240
DekaBank Deutsche Girozentrale
Germany
$120K
Focus Partners Wealth
241
Focus Partners Wealth
Massachusetts
$118K +$116K +19,352 New
BCI
242
Brinker Capital Investments
Pennsylvania
$112K +$4.58K +768 +4%
EI
243
Ethic Inc
New York
$112K +$109K +18,266 New
SWM
244
SilverOak Wealth Management
Minnesota
$109K +$107K +17,874 New
HighTower Advisors
245
HighTower Advisors
Illinois
$107K +$7.3K +1,223 +8%
LWAM
246
Legacy Wealth Asset Management
Minnesota
$104K +$4.55K +762 +5%
SLAM
247
Swiss Life Asset Management
$104K +$3.77K +631 +4%
A
248
AlphaQuest
New York
$96.8K
CIS
249
Custom Index Systems
New York
$95.3K
AHL
250
Abel Hall LLC
Louisiana
$94.5K +$92.3K +15,463 New