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Patterson-UTI

268 hedge funds and large institutions have $1.76B invested in Patterson-UTI in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 81 increasing their positions, 106 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.5% more ownership

Funds ownership: 95.89%101.38% (+5.5%)

4% less funds holding

Funds holding: 278268 (-10)

15% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 53

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 106

24% less capital invested

Capital invested by funds: $2.3B → $1.76B (-$548M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

77% less call options, than puts

Call options by funds: $2.65M | Put options by funds: $11.7M

Holders
268
Holders Change
-10
Holders Change %
-3.6%
% of All Funds
5.88%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
45
Increased
81
Reduced
106
Closed
53
Calls
$2.65M
Puts
$11.7M
Net Calls
-$9.04M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sicart Associates
New York
$5.54M -$312K -31,785 -5%
Franklin Resources
52
Franklin Resources
California
$5.24M +$468K +47,700 +8%
PPA
53
Parametric Portfolio Associates
Washington
$5.11M -$966K -98,537 -14%
Robeco Institutional Asset Management
54
Robeco Institutional Asset Management
Netherlands
$5.01M +$5.75M +586,505 New
GAM
55
Gotham Asset Management
New York
$4.84M -$1.32M -134,625 -19%
Legal & General Group
56
Legal & General Group
United Kingdom
$4.56M +$479K +48,876 +10%
Deutsche Bank
57
Deutsche Bank
Germany
$4.51M -$5.95M -606,329 -53%
EAM
58
Eagle Asset Management
Florida
$4.34M -$1.11M -113,063 -18%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$4.22M -$349K -35,555 -7%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$4.17M +$4.73M +482,811 +10,154%
Man Group
61
Man Group
United Kingdom
$3.93M +$4.51M +459,652 New
American Century Companies
62
American Century Companies
Missouri
$3.92M +$858K +87,507 +24%
ERM
63
Elm Ridge Management
New York
$3.81M -$107K -10,932 -2%
HKAM
64
Horizon Kinetics Asset Management
New York
$3.8M -$247K -25,200 -5%
UBS Group
65
UBS Group
Switzerland
$3.71M +$1.43M +146,147 +51%
MSL
66
Mackay Shields LLC
New York
$3.64M +$1.84M +187,234 +78%
Swiss National Bank
67
Swiss National Bank
Switzerland
$3.35M -$49K -5,000 -1%
AIG
68
American International Group
New York
$3.32M -$184K -18,772 -5%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$3.29M +$687K +70,041 +22%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$3.03M -$288K -29,400 -8%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$3.02M -$2.55M -259,534 -42%
CSS
72
Cubist Systematic Strategies
Connecticut
$2.88M +$2.98M +304,266 +925%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$2.84M -$63.3K -6,453 -2%
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$2.77M +$3.17M +323,761 New
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$2.65M

PTEN Hedge Fund Activity: Q3 2019 in Review

268 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Patterson-UTI (PTEN) for Q3 2019, worth a combined $1.76B — down 24% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of PTEN and 45 opened new positions — a net loss of 8 holders — while 106 trimmed existing stakes and 81 added.

The largest buyer was Renaissance Technologies, adding an estimated $32.9M. The largest seller was STRS Ohio, exiting entirely with an estimated $23M sold.

  • 268 institutional investors held Patterson-UTI (PTEN) as of Q3 2019, down from 278 in Q2 2019.
  • Funds reported $1.76B of Patterson-UTI stock for Q3 2019, down 24% quarter-over-quarter.
  • 45 funds opened new Patterson-UTI positions in Q3 2019 and 53 closed out, a net change of -8 holders.
  • The largest Patterson-UTI buyer in Q3 2019 was Renaissance Technologies, an estimated $32.9M added.
  • The largest Patterson-UTI seller in Q3 2019 was STRS Ohio, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2019.