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Patterson-UTI

367 hedge funds and large institutions have $2.96B invested in Patterson-UTI in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 149 increasing their positions, 115 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 115

20% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 49

2% more funds holding

Funds holding: 359367 (+8)

0.52% less ownership

Funds ownership: 99.1%98.57% (-0.52%)

28% less capital invested

Capital invested by funds: $4.12B → $2.96B (-$1.16B)

78% less funds holding in top 10

Funds holding in top 10: 92 (-7)

91% less call options, than puts

Call options by funds: $14.4M | Put options by funds: $154M

Holders
367
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
5.27%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
59
Increased
149
Reduced
115
Closed
49
Calls
$14.4M
Puts
$154M
Net Calls
-$140M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
276
AssetMark Inc
California
$82.6K +$46 +5 +0%
EF
277
Empowered Funds
Pennsylvania
$77.6K -$5.1K -554 -5%
SRC
278
Sage Rhino Capital
California
$77.5K -$23K -2,492 -20%
AWS
279
Atria Wealth Solutions
New York
$76.5K
DekaBank Deutsche Girozentrale
280
DekaBank Deutsche Girozentrale
Germany
$75K +$29.7K +3,221 +47%
NC
281
nVerses Capital
Florida
$75K +$90.3K +9,800 New
PHK
282
Point72 Hong Kong
Hong Kong
$68.6K -$14.2K -1,536 -15%
Ohio Public Employees Retirement System (OPERS)
283
Ohio Public Employees Retirement System (OPERS)
Ohio
$53.6K +$3.47K +377 +6%
C
284
Covestor
United Kingdom
$53K +$30.5K +3,307 +92%
GI
285
GAMMA Investing
California
$48.8K +$2.94K +319 +5%
TRCT
286
Tower Research Capital (TRC)
New York
$46K -$539K -58,525 -91%
Amundi
287
Amundi
France
$45.8K +$1.3K +141 +2%
NEI
288
Northwest & Ethical Investments
Ontario, Canada
$44.4K -$479 -52 -0.9%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$42.1K +$10.5K +1,145 +26%
PA
290
Parallel Advisors
California
$38.7K +$19.3K +2,094 +71%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$36K -$12.7K -1,376 -23%
Jones Financial Companies
292
Jones Financial Companies
Missouri
$34.2K +$4.61K +500 +13%
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$33K +$28.4K +3,087 +250%
LC
294
Lindbrook Capital
California
$32.9K +$13.9K +1,506 +54%
SAM
295
Smartleaf Asset Management
Massachusetts
$30K +$9K +977 +33%
LI
296
LRI Investments
Florida
$25.5K +$9.02K +979 +46%
MHR
297
Matthew Hamilton Rosenberg
$23.7K +$28.6K +3,102 New
GM
298
GeoWealth Management
Illinois
$22.6K +$27.2K +2,949 New
FFA
299
Farther Finance Advisors
California
$22.3K -$41.1K -4,462 -60%
GJWM
300
Gilliland Jeter Wealth Management
Arkansas
$22.2K