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Patterson-UTI
PTEN

Overview Fund Activity

367 hedge funds and large institutions have $4.65B invested in Patterson-UTI in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+9
Holders Change %
+2.51%
% of All Funds
5.32%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
72
Increased
125
Reduced
130
Closed
56
Calls
$16.3M
Puts
$236M
Net Calls
-$220M
Net Calls Change
-$66.4M

Top Buyers

1
CCM
Channing Capital Management
Illinois
+$60.8M
2
Jane Street
Jane Street
New York
+$37.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$25.7M
4
WCCM
Webs Creek Capital Management
Texas
+$24.1M
5
Norges Bank
Norges Bank
Norway
+$23.4M

Top Sellers

1
CCM
Cerberus Capital Management
New York
-$147M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$111M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.8M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$39.8M
5
Morgan Stanley
Morgan Stanley
New York
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Cresset Asset Management
Illinois
$205K -$27.5K -2,305 -12%
Capstone Investment Advisors
252
Capstone Investment Advisors
New York
$200K +$200K +16,719 New
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$199K -$126K -10,579 -39%
HighTower Advisors
254
HighTower Advisors
Illinois
$198K -$24.6K -2,084 -11%
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$196K -$13.1K -1,099 -6%
VEA
256
Virtus ETF Advisers
New York
$194K +$194K +16,236 New
VA
257
Vident Advisory
Georgia
$189K +$189K +15,826 New
JSW
258
Journey Strategic Wealth
New Jersey
$171K +$19.8K +1,657 +13%
SCM
259
Shelton Capital Management
Colorado
$171K – – –
COI
260
Connable Office Inc
Michigan
$170K +$27.6K +2,313 +19%
EMAM
261
Encompass More Asset Management
California
$167K -$12.9K -1,078 -7%
KJHP
262
K.J. Harrison & Partners
Ontario, Canada
$162K – – –
SFG
263
Sunburst Financial Group
Alabama
$157K – – –
IRC
264
Investors Research Corp
Georgia
$156K -$6.87K -575 -4%
FTDI
265
First Trust Direct Indexing
Massachusetts
$155K -$6.72K -563 -4%
PI
266
PEAK6 Investments
Illinois
$155K +$155K +12,950 New
AI
267
Atom Investors
Texas
$150K +$150K +12,556 New
GCP
268
GSA Capital Partners
United Kingdom
$148K -$173K -14,516 -54%
GT
269
Greenleaf Trust
Michigan
$141K +$141K +11,789 New
VT
270
Vise Technologies
New York
$137K +$137K +11,464 New
MWM
271
MorganRosel Wealth Management
Colorado
$133K – – –
PMA
272
Prudent Man Advisors
Illinois
$133K -$7.36K -616 -5%
PWPS
273
Pinnacle Wealth Planning Services
Ohio
$132K +$132K +11,064 New
SRC
274
Sage Rhino Capital
California
$130K +$130K +10,899 New
SC
275
Syon Capital
California
$130K +$130K +10,874 New
9 10
11
12 13