PTEN icon

Patterson-UTI
PTEN

Overview Fund Activity

364 hedge funds and large institutions have $3.34B invested in Patterson-UTI in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 138 increasing their positions, 116 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
–
Holders Change %
0%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
65
Increased
138
Reduced
116
Closed
59
Calls
$12.8M
Puts
$29.5M
Net Calls
-$16.8M
Net Calls Change
+$123M

Top Buyers

1
AIM
ARGA Investment Management
Connecticut
+$68.2M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$66M
3
Holocene Advisors
Holocene Advisors
New York
+$49.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.8M
5
BlackRock
BlackRock
New York
+$19.9M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$4.62B
2
Macquarie Group
Macquarie Group
Australia
-$60.1M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$41.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$31.4M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAWM
326
Capital A Wealth Management
Pennsylvania
$4.5K +$4.5K +544 New
ECM
327
Estabrook Capital Management
New York
$4.13K – – –
GIA
328
GHP Investment Advisors
Colorado
$3.57K +$3.57K +432 New
PWMG
329
Private Wealth Management Group
New Jersey
$3.45K +$2.98K +361 +633%
NA
330
NewEdge Advisors
Louisiana
$2.92K +$2.55K +309 +702%
BIA
331
Bell Investment Advisors
California
$2.61K +$99 +12 +4%
CPG
332
Cornerstone Planning Group
New Jersey
$2.49K +$2.49K +296 New
SO
333
Sierra Ocean
California
$2.02K +$2.02K +245 New
HFS
334
Hantz Financial Services
Michigan
$2K – – –
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$1.93K – – –
IA
336
IFP Advisors
Florida
$1.81K +$537 +65 +42%
BWL
337
Bogart Wealth LLC
Virginia
$1.75K +$1.75K +212 New
GRP
338
Global Retirement Partners
California
$1.72K -$900 -109 -34%
WSFS
339
Wilmington Savings Fund Society
Delaware
$1.7K – – –
HNB
340
Huntington National Bank
Ohio
$1.67K -$6.76K -819 -80%
CB
341
CNB Bank
Pennsylvania
$1.55K – – –
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51K – – –
EBA
343
Eagle Bay Advisors
New York
$1.33K -$322 -39 -20%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$1.12K +$355 +43 +47%
PWMG
345
Prestige Wealth Management Group
New Jersey
$1.08K +$1.08K +131 New
MCM
346
MAI Capital Management
Ohio
$1.07K +$1.07K +129 New
CFO
347
CVA Family Office
Colorado
$942 +$140 +17 +18%
MG
348
Mather Group
Illinois
$900 -$1.25K -151 -58%
GWM
349
Geneos Wealth Management
Colorado
$793 – – –
MFS
350
Mattson Financial Services
Michigan
$765 +$765 +100 New
12 13
14
15 16