PTEN icon

Patterson-UTI
PTEN

Overview Fund Activity

358 hedge funds and large institutions have $4.33B invested in Patterson-UTI in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 125 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
61
Increased
122
Reduced
125
Closed
57
Calls
$16.6M
Puts
$170M
Net Calls
-$153M
Net Calls Change
-$164M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$147M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$44.9M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$35.9M
4
Bank of America
Bank of America
North Carolina
$78.6M
5
SCM
SIR Capital Management
New York
$26.1M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
Blackstone Inc
Blackstone Inc
New York
$310M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$83M
4
ACM
Anomaly Capital Management
New York
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
276
DekaBank Deutsche Girozentrale
Germany
$107K +$34.2K +3,196 +47%
BCI
277
Brinker Capital Investments
Pennsylvania
$106K -$9.36K -889 -8%
OPS
278
Orion Portfolio Solutions
Nebraska
$106K -$9.36K -889 -8%
S
279
SignatureFD
Georgia
$105K +$7.07K +655 +7%
OA
280
Operose Advisors
Wisconsin
$99.4K +$99.4K +9,208 New
KBC Group
281
KBC Group
Belgium
$80K +$19.5K +1,812 +32%
GI
282
GAMMA Investing
California
$77.5K +$77.5K +6,985 New
FFA
283
Farther Finance Advisors
California
$75.6K +$31.8K +2,944 +73%
UBS Group
284
UBS Group
Switzerland
$72.4K -$116K -10,747 -62%
PCM
285
Penserra Capital Management
California
$61K -$549K -51,515 -90%
NICM
286
Neo Ivy Capital Management
New York
$40K +$40K +3,692 New
AIC
287
Archer Investment Corporation
Indiana
$40K – – –
CI Investments Inc
288
CI Investments Inc
Ontario, Canada
$34K -$9.48K -890 -22%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$34K +$4.48K +413 +15%
Bessemer Group
290
Bessemer Group
New Jersey
$34K +$30.9K +2,910 +1,003%
MHR
291
Matthew Hamilton Rosenberg
$33.5K – – –
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$32.9K +$6.16K +570 +23%
PFBT
293
Parkside Financial Bank & Trust
Missouri
$31.3K -$1.13K -105 -3%
PA
294
Parallel Advisors
California
$28.4K -$367 -34 -1%
WT
295
Whittier Trust
California
$24.6K -$551 -51 -2%
PS
296
Principal Securities
Iowa
$24K +$24K +2,226 New
CFGS
297
Concourse Financial Group Securities
Alabama
$23K +$767 +71 +3%
LC
298
Lindbrook Capital
California
$21.6K -$13.6K -1,260 -39%
SOW
299
State of Wyoming
Wyoming
$20.8K -$134K -12,382 -87%
CAL
300
Capital Advisors Ltd
Ohio
$20K – – –
10 11
12
13 14