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Patterson-UTI

367 hedge funds and large institutions have $2.96B invested in Patterson-UTI in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 149 increasing their positions, 115 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 115

20% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 49

2% more funds holding

Funds holding: 359367 (+8)

0.52% less ownership

Funds ownership: 99.1%98.57% (-0.52%)

28% less capital invested

Capital invested by funds: $4.12B → $2.96B (-$1.16B)

78% less funds holding in top 10

Funds holding in top 10: 92 (-7)

91% less call options, than puts

Call options by funds: $14.4M | Put options by funds: $154M

Holders
367
Holders Change
+8
Holders Change %
+2.23%
% of All Funds
5.27%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
59
Increased
149
Reduced
115
Closed
49
Calls
$14.4M
Puts
$154M
Net Calls
-$140M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
326
Phocas Financial Corp
California
$4.08K -$306K -33,178 -6%
ECM
327
Estabrook Capital Management
New York
$3.83K
LFA
328
LGT Financial Advisors
Texas
$3.51K +$4.23K +459 New
VCM
329
Versant Capital Management
Arizona
$3.48K -$4.76K -517 -53%
GRP
330
Global Retirement Partners
California
$2.42K +$405 +44 +16%
BIA
331
Bell Investment Advisors
California
$2.33K +$240 +26 +9%
FFO
332
Fortitude Family Office
Arizona
$2.17K -$16.7K -1,808 -86%
Bessemer Group
333
Bessemer Group
New Jersey
$2K -$13.7K -1,488 -86%
HFS
334
Hantz Financial Services
Michigan
$2K
MG
335
Mather Group
Illinois
$1.99K -$1.14K -124 -32%
NMM
336
Naples Money Management
Florida
$1.86K +$1.7K +184 +312%
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$1.78K
Mitsubishi UFJ Asset Management
338
Mitsubishi UFJ Asset Management
Japan
$1.71K
WSFS
339
Wilmington Savings Fund Society
Delaware
$1.58K +$1.9K +206 New
EBA
340
Eagle Bay Advisors
New York
$1.53K -$958 -104 -34%
CB
341
CNB Bank
Pennsylvania
$1.44K
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4K -$2.67K -290 -61%
AF
343
Advisornet Financial
Minnesota
$1.38K +$1.66K +180 New
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.22K -$45.5K -4,940 -97%
IA
345
IFP Advisors
Florida
$1.18K +$1.42K +154 New
CAM
346
ClariVest Asset Management
California
$1.01K
AW
347
Avion Wealth
Texas
$1K +$1.57K +171 +364%
CFO
348
CVA Family Office
Colorado
$742 +$451 +49 +102%
GWM
349
Geneos Wealth Management
Colorado
$734 +$884 +96 New
PFBT
350
Parkside Financial Bank & Trust
Missouri
$704 -$32.2K -3,495 -97%