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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
WAM
301
WFA Asset Management
Wisconsin
$26.8K +$26.1K +3,250 New
HCP
302
Hexagon Capital Partners
Arkansas
$26.7K +$14.8K +1,844 +133%
MHR
303
Matthew Hamilton Rosenberg
$25.6K
IAIM
304
International Assets Investment Management
Florida
$24.7K +$196K +24,428 +3,992%
WT
305
Whittier Trust
California
$18.3K -$281 -35 -2%
VCM
306
Versant Capital Management
Arizona
$17.1K +$13K +1,620 +356%
Optiver Holding
307
Optiver Holding
Netherlands
$16.7K +$4.47K +557 +38%
Barrow, Hanley, Mewhinney & Strauss
308
Barrow, Hanley, Mewhinney & Strauss
Texas
$16.3K +$2.41K +300 +18%
CAL
309
Capital Advisors Ltd
Ohio
$16K +$810 +101 +6%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$14.8K -$3.19K -398 -18%
PP
311
PrairieView Partners
Minnesota
$14K
PS
312
Principal Securities
Iowa
$12.9K +$858 +107 +7%
Nomura Asset Management
313
Nomura Asset Management
Japan
$12.4K
RIL
314
Rothschild Investment LLC
Illinois
$12.1K -$481 -60 -4%
FFA
315
Farther Finance Advisors
California
$11.6K -$12.1K -1,509 -52%
FFO
316
Fortitude Family Office
Arizona
$11.5K +$8.9K +1,110 +392%
HI
317
Harbour Investments
Wisconsin
$10.3K +$9.99K +1,246 New
GKIM
318
GW&K Investment Management
Massachusetts
$9K -$6.3K -785 -43%
EWA
319
EverSource Wealth Advisors
Alabama
$8.89K -$337 -42 -4%
AF
320
Allworth Financial
California
$8.64K +$1.27K +159 +20%
RA
321
Rise Advisors
New York
$8.52K -$1.03K -129 -11%
FCMT
322
Founders Capital Management (Texas)
Texas
$8.26K
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$7.04K +$1.11K +138 +20%
UB
324
UMB Bank
Missouri
$6.11K -$1.43K -178 -19%
TCOV
325
Trust Company of Vermont
Vermont
$5.82K