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Patterson-UTI

372 hedge funds and large institutions have $2.57B invested in Patterson-UTI in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 124 increasing their positions, 123 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $11.2M

22% more capital invested

Capital invested by funds: $2.1B → $2.57B (+$469M)

18% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 60

5.67% more ownership

Funds ownership: 105.25%110.91% (+5.7%)

1% more funds holding

Funds holding: 368372 (+4)

1% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 123

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
372
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
4.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
71
Increased
124
Reduced
123
Closed
60
Calls
$31.5M
Puts
$11.2M
Net Calls
+$20.4M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$24.9M -$3.8M -636,551 -14%
AIM
27
ARGA Investment Management
Connecticut
$24.5M -$11.9M -1,990,423 -33%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$24.2M +$641K +107,381 +3%
N
29
Nuveen
North Carolina
$23.7M +$4.98M +833,435 +27%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$23.3M -$1.31M -218,974 -6%
Northern Trust
31
Northern Trust
Illinois
$22.3M -$1.09M -182,653 -5%
BCM
32
Bridgeway Capital Management
Texas
$16.4M +$16M +2,679,554 New
Victory Capital Management
33
Victory Capital Management
Texas
$14.7M +$529K +88,676 +4%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$14.5M +$7.89K +1,322 +0.1%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$14.2M -$294K -49,241 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$14.2M +$9.83M +1,646,870 +243%
AQR Capital Management
37
AQR Capital Management
Connecticut
$12.8M +$5.17M +865,606 +70%
EDRH
38
Edmond de Rothschild Holding
Switzerland
$11.6M -$597K -100,000 -5%
KBG
39
Kahn Brothers Group
New York
$10.6M -$856K -143,447 -8%
Ameriprise
40
Ameriprise
Minnesota
$10.6M -$312K -52,311 -3%
JP Morgan Chase
41
JP Morgan Chase
New York
$9.95M +$3.01M +503,695 +45%
YCM
42
Yaupon Capital Management
New York
$9.88M +$9.66M +1,617,799 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$9.61M +$5.7M +954,023 +154%
Two Sigma Investments
44
Two Sigma Investments
New York
$9.47M +$9.25M +1,549,955 New
JGC
45
J. Goldman & Co
New York
$9.11M +$8.9M +1,491,225 New
Man Group
46
Man Group
United Kingdom
$8.9M +$523K +87,557 +6%
CIM
47
Cambria Investment Management
California
$8.69M +$8.49M +1,422,211 New
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.3M -$1.03M -172,815 -13%
Cerity Partners
49
Cerity Partners
New York
$7.07M -$585K -98,023 -8%
TSW
50
Thompson Siegel & Walmsley
Virginia
$6.85M -$293K -49,067 -4%