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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
IIM
401
InTrack Investment Management
Vermont
-$195K -25,500 Closed
ACM
402
Aster Capital Management
United Arab Emirates
-$191K -24,911 Closed
CM
403
Capula Management
Cayman Islands
-$155K -20,264 Closed
LCS
404
Levin Capital Strategies
New York
-$144K -18,800 Closed
FTDI
405
First Trust Direct Indexing
Massachusetts
-$124K -16,253 Closed
TAM
406
Titleist Asset Management
Texas
-$111K -14,536 Closed
CAM
407
Cresset Asset Management
Illinois
-$108K -14,086 Closed
AWS
408
Atria Wealth Solutions
New York
-$76.5K -10,000 Closed
NC
409
nVerses Capital
Florida
-$75K -9,800 Closed
PHK
410
Point72 Hong Kong
Hong Kong
-$68.6K -8,964 Closed
Amundi
411
Amundi
France
-$45.8K -5,996 Closed
NEI
412
Northwest & Ethical Investments
Ontario, Canada
-$44.4K -5,800 Closed
GM
413
GeoWealth Management
Illinois
-$22.6K -2,949 Closed
GJWM
414
Gilliland Jeter Wealth Management
Arkansas
-$22.2K -2,900 Closed
SOW
415
State of Wyoming
Wyoming
-$20.5K -2,675 Closed
CPA
416
Capital Performance Advisors
California
-$11.5K -1,504 Closed
QL
417
Quarry LP
New York
-$5.29K -692 Closed
LFA
418
LGT Financial Advisors
Texas
-$3.51K -459 Closed
AW
419
Avion Wealth
Texas
-$1K -218 Closed
AF
420
Advisornet Financial
Minnesota
-$1.38K -180 Closed
JFGIW
421
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.22K -160 Closed
BF
422
BOK Financial
Oklahoma
-$348 -42 Closed
MFG
423
Mendota Financial Group
Wisconsin
-$314 -41 Closed
CFGS
424
Concourse Financial Group Securities
Alabama
-$112 -14 Closed
DB
425
Danske Bank
Denmark
-$8 -1 Closed