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Patterson-UTI

378 hedge funds and large institutions have $3.25B invested in Patterson-UTI in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 133 increasing their positions, 125 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less capital invested

Capital invested by funds: $3.34B → $3.25B (-$91.1M)

1.36% less ownership

Funds ownership: 103.55%102.2% (-1.4%)

80% less call options, than puts

Call options by funds: $7.29M | Put options by funds: $36.7M

Holders
378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.29M
Puts
$36.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
276
Commerce Bank
Missouri
$114K
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$112K
GI
278
GAMMA Investing
California
$112K
SFG
279
Sunburst Financial Group
Alabama
$110K
GT
280
Greenleaf Trust
Michigan
$110K
Lido Advisors
281
Lido Advisors
California
$110K
IRC
282
Investors Research Corp
Georgia
$107K
SCM
283
Shelton Capital Management
Colorado
$106K
QIM
284
Quantitative Investment Management
Virginia
$105K
AWM
285
Adams Wealth Management
Utah
$105K
CI
286
CacheTech Inc
Utah
$105K
PMA
287
Prudent Man Advisors
Illinois
$104K
AGA
288
Arkos Global Advisors
Texas
$99K
FFM
289
Forum Financial Management
Illinois
$98.4K
BF
290
Brucke Financial
Indiana
$94.5K
EF
291
Empowered Funds
Pennsylvania
$94.3K
OPS
292
Orion Portfolio Solutions
Nebraska
$87K
BCI
293
Brinker Capital Investments
Pennsylvania
$87K
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$86.9K
First Manhattan
295
First Manhattan
New York
$85.8K
MFG
296
Merit Financial Group
Georgia
$85.5K
WS
297
Wedbush Securities
California
$85K
HCM
298
Hodges Capital Management
Texas
$82K
DekaBank Deutsche Girozentrale
299
DekaBank Deutsche Girozentrale
Germany
$81K
AssetMark Inc
300
AssetMark Inc
California
$69.8K