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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
PMFA
326
Plante Moran Financial Advisors
Michigan
$4.89K
CAWM
327
Capital A Wealth Management
Pennsylvania
$4.5K +$4.36K +544 New
ECM
328
Estabrook Capital Management
New York
$4.13K
GIA
329
GHP Investment Advisors
Colorado
$3.57K +$3.47K +432 New
PWMG
330
Private Wealth Management Group
New Jersey
$3.45K +$2.9K +361 +633%
NA
331
NewEdge Advisors
Louisiana
$2.92K +$2.48K +309 +702%
BIA
332
Bell Investment Advisors
California
$2.61K +$96 +12 +4%
CPG
333
Cornerstone Planning Group
New Jersey
$2.49K +$2.38K +296 New
SO
334
Sierra Ocean
California
$2.02K +$1.97K +245 New
HFS
335
Hantz Financial Services
Michigan
$2K
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$1.93K
IA
337
IFP Advisors
Florida
$1.81K +$521 +65 +42%
BWL
338
Bogart Wealth LLC
Virginia
$1.75K +$1.7K +212 New
GRP
339
Global Retirement Partners
California
$1.72K -$874 -109 -34%
WSFS
340
Wilmington Savings Fund Society
Delaware
$1.7K
HNB
341
Huntington National Bank
Ohio
$1.67K -$6.57K -819 -80%
CB
342
CNB Bank
Pennsylvania
$1.55K
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51K
EBA
344
Eagle Bay Advisors
New York
$1.33K -$313 -39 -20%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$1.12K +$345 +43 +47%
PWMG
346
Prestige Wealth Management Group
New Jersey
$1.08K +$1.05K +131 New
MCM
347
MAI Capital Management
Ohio
$1.07K +$1.03K +129 New
CFO
348
CVA Family Office
Colorado
$942 +$136 +17 +18%
MG
349
Mather Group
Illinois
$900 -$1.21K -151 -58%
GWM
350
Geneos Wealth Management
Colorado
$793