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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
MFS
351
Mattson Financial Services
Michigan
$765 +$802 +100 New
SPIA
352
Steward Partners Investment Advisory
New York
$562 +$545 +68 New
TSMHT
353
Thurston Springer Miller Herd & Titak
Indiana
$545
WWP
354
WR Wealth Planners
Missouri
$526 +$8 +1 +2%
CWP
355
Concord Wealth Partners
Virginia
$454
SIS
356
Strategic Investment Solutions
Illinois
$324
CA
357
CoreCap Advisors
Michigan
$320 +$8 +1 +3%
LFG
358
Larson Financial Group
Missouri
$314
AWM
359
Abound Wealth Management
Tennessee
$207
WTC
360
WhitTier Trust Company
Nevada
$206
WCM
361
WealthTrak Capital Management
Virginia
$124 +$120 +15 New
SS
362
SBI Securities
Japan
$91 +$88 +11 New
BIG
363
Brooklyn Investment Group
New York
$17 +$24 +3 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
364
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8
HWM
365
HighMark Wealth Management
Minnesota
$6
1832 Asset Management
366
1832 Asset Management
Ontario, Canada
-$41.6M -5,437,949 Closed
VNIM
367
Vaughan Nelson Investment Management
Texas
-$24.1M -3,146,502 Closed
AIM
368
Atlantic Investment Management
New York
-$13.4M -1,750,000 Closed
GF
369
Greenhouse Funds
Maryland
-$12.3M -1,603,605 Closed
CF
370
Canoe Financial
Alberta, Canada
-$11.8M -1,524,000 Closed
JF
371
Jump Financial
Illinois
-$7.29M -952,570 Closed
HP
372
Hartree Partners
New York
-$6.04M -790,000 Closed
PCM
373
Penn Capital Management
Pennsylvania
-$4.69M -611,032 Closed
Canada Pension Plan Investment Board
374
Canada Pension Plan Investment Board
Ontario, Canada
-$3.86M -505,200 Closed
QT
375
Quantbot Technologies
New York
-$2.68M -350,972 Closed