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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
Millennium Management
26
Millennium Management
New York
$34.4M +$14.2M +1,775,641 +74%
Bank of America
27
Bank of America
North Carolina
$33.6M -$22.5M -2,807,389 -41%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$22.9M +$12.7M +1,583,057 +133%
JP Morgan Chase
29
JP Morgan Chase
New York
$21.8M -$383K -47,799 -2%
N
30
Nuveen
North Carolina
$20.7M +$8.03M +1,000,702 +66%
EDRH
31
Edmond de Rothschild Holding
Switzerland
$17.3M +$802K +100,000 +5%
KBG
32
Kahn Brothers Group
New York
$16.5M -$2M -249,658 -11%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$16.1M +$13.7M +1,704,087 +693%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$15.2M -$12.6M -1,567,438 -46%
UBS Group
35
UBS Group
Switzerland
$15M +$13.5M +1,677,017 +1,206%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$14.9M -$565K -70,419 -4%
FGP
37
Freestone Grove Partners
California
$14.4M +$14M +1,743,758 New
SG
38
Sourcerock Group
Colorado
$14.2M +$13.8M +1,724,000 New
Bessemer Group
39
Bessemer Group
New Jersey
$13.8M +$13.4M +1,670,951 +687,634%
ACB
40
Aristotle Capital Boston
Massachusetts
$13.7M -$1.96M -243,740 -13%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$13.7M +$180K +22,413 +1%
Alyeska Investment Group
42
Alyeska Investment Group
Illinois
$13.5M +$13.1M +1,631,134 New
Renaissance Technologies
43
Renaissance Technologies
New York
$12.9M +$10.3M +1,283,684 +468%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$12M -$3.91M -486,787 -25%
CVA
45
Ceredex Value Advisors
Florida
$11M +$681K +84,950 +7%
Marshall Wace
46
Marshall Wace
United Kingdom
$10.6M +$7.81M +973,799 +310%
Deutsche Bank
47
Deutsche Bank
Germany
$10.3M -$8.3M -1,034,532 -45%
Cerity Partners
48
Cerity Partners
New York
$10.1M -$142K -17,648 -1%
RA
49
Royce & Associates
New York
$9.84M +$1.51M +187,900 +19%
Victory Capital Management
50
Victory Capital Management
Texas
$9.47M +$2.13M +265,714 +30%