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Patterson-UTI
PTEN

233 hedge funds and large institutions have $1.73B invested in Patterson-UTI in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,654% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $485K

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

66% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 59

8% more funds holding

Funds holding: 215 → 233 (+18)

5% more capital invested

Capital invested by funds: $1.64B → $1.73B (+$84.3M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.4% less ownership

Funds ownership: 96.49% → 95.08% (-1.4%)

Holders
233
Holders Change
+18
Holders Change %
+8.37%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
38
Increased
98
Reduced
59
Closed
18
Calls
$13.4M
Puts
$485K
Net Calls
+$12.9M
Net Calls Change
+$12.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$36.4M
2
AC
Ascribe Capital
New York
+$32.4M
3
Macquarie Group
Macquarie Group
Australia
+$26.3M
4
CS
Credit Suisse
Switzerland
+$15M
5
SG
Sourcerock Group
Colorado
+$12.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$54.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.47M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.25M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.01M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$13.8M -$5.01M -581,500 -26%
SG
27
Sourcerock Group
Colorado
$12.4M +$12.6M +1,466,353 New
Principal Financial Group
28
Principal Financial Group
Iowa
$12.2M -$664K -77,020 -5%
GC
29
Guggenheim Capital
Illinois
$12.2M -$1.07M -124,496 -8%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$11.9M +$12.1M +1,405,249 New
Two Sigma Advisers
31
Two Sigma Advisers
New York
$11.4M -$3.03M -351,700 -21%
Invesco
32
Invesco
Georgia
$10.7M +$1.78M +206,460 +19%
N
33
Nuveen
North Carolina
$10.5M +$1.6M +185,732 +18%
JP Morgan Chase
34
JP Morgan Chase
New York
$10.2M -$1.14M -132,043 -10%
Morgan Stanley
35
Morgan Stanley
New York
$8.21M +$1.06M +123,291 +15%
Fisher Asset Management
36
Fisher Asset Management
Washington
$7.97M +$7.98M +925,687 +5,378%
BCM
37
Bridgeway Capital Management
Texas
$7.6M – – –
ECM
38
ExodusPoint Capital Management
New York
$7.29M +$5.34M +619,906 +256%
GLA
39
Great Lakes Advisors
Illinois
$7.2M -$143K -16,574 -2%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$7.15M -$45.8K -5,318 -0.6%
Man Group
41
Man Group
United Kingdom
$5.86M -$3.44M -398,987 -37%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$5.7M – – –
Legal & General Group
43
Legal & General Group
United Kingdom
$5.48M +$579K +67,159 +12%
Deutsche Bank
44
Deutsche Bank
Germany
$5.28M +$4.15M +482,007 +338%
JG
45
Jefferies Group
New York
$5.2M +$4.48M +520,326 +544%
BFM
46
Boothbay Fund Management
New York
$5.1M +$5.2M +603,518 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$5.01M +$376K +43,606 +8%
AllianceBernstein
48
AllianceBernstein
Tennessee
$4.68M +$35K +4,061 +0.7%
Goldman Sachs
49
Goldman Sachs
New York
$4.61M -$144K -16,765 -3%
AI
50
Acuitas Investments
Washington
$4.47M – – –
1
2
3 4 5

PTEN Hedge Fund Activity: Q4 2021 in Review

233 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Patterson-UTI (PTEN) for Q4 2021, worth a combined $1.73B — up 5.1% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PTEN positions and 18 closed out — a net gain of 20 holders — while 98 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $36.4M. The largest seller was Wells Fargo, cutting an estimated $54.5M.

  • 233 institutional investors held Patterson-UTI (PTEN) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $1.73B of Patterson-UTI stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 38 funds opened new Patterson-UTI positions in Q4 2021 and 18 closed out, a net change of +20 holders.
  • The largest Patterson-UTI buyer in Q4 2021 was BlackRock, an estimated $36.4M added.
  • The largest Patterson-UTI seller in Q4 2021 was Wells Fargo, an estimated $54.5M sold.

Based on aggregated 13F filings for Q4 2021.