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
+$84.1M
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
+$28.6M
5
SCM
SIR Capital Management
New York
+$26.1M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$92.9M
2
Blackstone Inc
Blackstone Inc
New York
-$66.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.9M
4
ACM
Anomaly Capital Management
New York
-$40.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
301
PrairieView Partners
Minnesota
$19K – – –
BTI
302
Blue Trust Inc
Georgia
$18K +$5.94K +410 +49%
PA
303
Pineridge Advisors
Missouri
$16.5K +$16.5K +1,528 New
Nomura Asset Management
304
Nomura Asset Management
Japan
$16.2K – – –
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$16.1K -$1.04K -96 -6%
EWA
306
EverSource Wealth Advisors
Alabama
$15.3K +$1.8K +167 +13%
C
307
Covestor
United Kingdom
$12K +$11.7K +1,091 +3,896%
RA
308
RiverPark Advisors
New York
$11.9K +$2.19K +203 +23%
FCMT
309
Founders Capital Management (Texas)
Texas
$10.8K – – –
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$8.5K +$2.14K +198 +34%
PVH
311
Psagot Value Holdings
Israel
$8K +$2.06K +187 +35%
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.24K – – –
PMFA
313
Plante Moran Financial Advisors
Michigan
$7.03K – – –
AF
314
Allworth Financial
California
$6.66K +$3.28K +304 +97%
ECM
315
Estabrook Capital Management
New York
$5.4K – – –
FFO
316
Fortitude Family Office
Arizona
$5.37K +$5.37K +497 New
BFEC
317
Benjamin F. Edwards & Company
Missouri
$5K +$5K +470 New
HNB
318
Huntington National Bank
Ohio
$4.99K +$475 +44 +11%
VCM
319
Versant Capital Management
Arizona
$4.86K -$3.51K -325 -42%
FHA
320
First Horizon Advisors
Tennessee
$4.83K – – –
EBA
321
Eagle Bay Advisors
New York
$4.47K -$68.6K -6,355 -94%
CFD
322
Creative Financial Designs
Indiana
$4.14K – – –
CIA
323
Cape Investment Advisory
Georgia
$4.05K +$4.05K +375 New
HCP
324
Hexagon Capital Partners
Arkansas
$3.86K +$3.53K +327 +1,090%
Barrow, Hanley, Mewhinney & Strauss
325
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.45K +$950 +88 +38%
11 12
13
14 15