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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
SAM
301
Smartleaf Asset Management
Massachusetts
$65.4K
BTI
302
Blue Trust Inc
Georgia
$58.9K
AIM
303
Arcadia Investment Management
Michigan
$56.2K
SOW
304
State of Wyoming
Wyoming
$54.2K
AAM
305
Advisors Asset Management
Colorado
$53.5K
C
306
Covestor
United Kingdom
$51K
Nomura Asset Management
307
Nomura Asset Management
Japan
$48.5K
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$43.3K
TRCT
309
Tower Research Capital (TRC)
New York
$37.9K
Jones Financial Companies
310
Jones Financial Companies
Missouri
$31.4K
LC
311
Lindbrook Capital
California
$30K
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$28.3K
LI
313
LRI Investments
Florida
$27.3K
PA
314
Parallel Advisors
California
$27.1K
HCP
315
Hexagon Capital Partners
Arkansas
$24.5K
OWA
316
Opal Wealth Advisors
New York
$23.3K
CCM
317
Coldstream Capital Management
Washington
$22.8K
VCM
318
Versant Capital Management
Arizona
$21.4K
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$20.1K
Optiver Holding
320
Optiver Holding
Netherlands
$20K
CI
321
CX Institutional
Indiana
$20K
WT
322
Whittier Trust
California
$18.2K
AAP
323
Arax Advisory Partners
Colorado
$16.4K
Barrow, Hanley, Mewhinney & Strauss
324
Barrow, Hanley, Mewhinney & Strauss
Texas
$16.2K
CAL
325
Capital Advisors Ltd
Ohio
$15K