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Patterson-UTI

365 hedge funds and large institutions have $3.34B invested in Patterson-UTI in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 116 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 116

13% more capital invested

Capital invested by funds: $2.96B → $3.34B (+$376M)

5% more ownership

Funds ownership: 98.57%103.58% (+5%)

7% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 60

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 367365 (-2)

57% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $29.5M

Holders
365
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
64
Increased
139
Reduced
116
Closed
60
Calls
$12.8M
Puts
$29.5M
Net Calls
-$16.8M
Net Calls Change
+$123M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
276
Brinker Capital Investments
Pennsylvania
$87.2K +$84.7K +10,562 New
OPS
277
Orion Portfolio Solutions
Nebraska
$87.2K +$84.7K +10,562 New
SM
278
Sciencast Management
New Jersey
$85.4K +$82.9K +10,339 New
CM
279
Crestline Management
Texas
$85.1K +$82.6K +10,300 New
AIM
280
Arcadia Investment Management
Michigan
$85K -$703K -87,598 -89%
TI
281
TrueMark Investments
Illinois
$84.9K -$96.6K -12,041 -54%
KIM
282
Kestra Investment Management
Texas
$84.8K +$82.4K +10,266 New
AssetMark Inc
283
AssetMark Inc
California
$83.8K -$5.2K -648 -6%
DekaBank Deutsche Girozentrale
284
DekaBank Deutsche Girozentrale
Germany
$77K
Ohio Public Employees Retirement System (OPERS)
285
Ohio Public Employees Retirement System (OPERS)
Ohio
$60.6K +$2.67K +333 +5%
CAS
286
Coppell Advisory Solutions
Texas
$57.2K -$48.7K -6,070 -46%
GI
287
GAMMA Investing
California
$55.4K +$2.55K +318 +5%
CIAM
288
Caitong International Asset Management
Hong Kong
$54.5K +$53K +6,603 New
AAM
289
Advisors Asset Management
Colorado
$54.3K -$324K -40,374 -86%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$48.7K +$3.13K +390 +7%
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$46.9K +$10.9K +1,358 +31%
SAM
292
Smartleaf Asset Management
Massachusetts
$45.9K +$13.8K +1,717 +44%
PAS
293
Point72 Asia (Singapore)
Singapore
$41.9K +$40.7K +5,071 New
Jones Financial Companies
294
Jones Financial Companies
Missouri
$41.7K +$4.49K +560 +12%
BTI
295
Blue Trust Inc
Georgia
$41.4K -$36K -4,484 -47%
MAM
296
Meeder Asset Management
Ohio
$38.6K +$37.5K +4,675 New
LC
297
Lindbrook Capital
California
$30.9K -$4.47K -557 -13%
Mitsubishi UFJ Asset Management
298
Mitsubishi UFJ Asset Management
Japan
$29.5K +$25.8K +3,218 +1,443%
PA
299
Parallel Advisors
California
$27.5K -$13.9K -1,734 -34%
LI
300
LRI Investments
Florida
$27.4K +$1.88K +234 +8%