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
$147M
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
$78.6M
5
SCM
SIR Capital Management
New York
$26.1M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
2
Blackstone Inc
Blackstone Inc
New York
$310M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$83M
4
ACM
Anomaly Capital Management
New York
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
326
Global Retirement Partners
California
$3.03K – – –
HFS
327
Hantz Financial Services
Michigan
$3K – – –
MA
328
MCF Advisors
Kentucky
$2.6K – – –
BIA
329
Bell Investment Advisors
California
$2.54K – – –
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$2.52K – – –
Mitsubishi UFJ Asset Management
331
Mitsubishi UFJ Asset Management
Japan
$2.41K – – –
CB
332
CNB Bank
Pennsylvania
$2.03K – – –
NMM
333
Naples Money Management
Florida
$1.78K +$1.78K +165 New
OC
334
Oakworth Capital
Alabama
$1.65K +$1.65K +153 New
LF
335
Lee Financial
Texas
$1.52K +$1.52K +141 New
RA
336
Rise Advisors
New York
$1.48K +$11 +1 +0.7%
CAM
337
ClariVest Asset Management
California
$1.38K +$1.38K +128 New
GWS
338
Glassman Wealth Services
Virginia
$1.32K – – –
JWA
339
JFS Wealth Advisors
Pennsylvania
$1.16K -$151 -14 -12%
AT
340
Arlington Trust
Alabama
$1.11K +$1.11K +103 New
NA
341
NewEdge Advisors
Louisiana
$1.03K – – –
PWMG
342
Private Wealth Management Group
New Jersey
$918 +$918 +85 New
AF
343
Advisornet Financial
Minnesota
$788 +$259 +24 +49%
CWC
344
Carolinas Wealth Consulting
North Carolina
$642 – – –
TCWA
345
Turtle Creek Wealth Advisors
Texas
$540 +$540 +50 New
SIC
346
SJS Investment Consulting
Ohio
$519 -$76 -7 -13%
AAP
347
Arax Advisory Partners
Colorado
$324 +$54 +5 +20%
SIS
348
Strategic Investment Solutions
Illinois
$324 +$324 +30 New
AWM
349
Abound Wealth Management
Tennessee
$303 -$184 -17 -38%
CAS
350
Coppell Advisory Solutions
Texas
$248 -$29.7K -2,754 -99%
12 13
14
15 16