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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
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$8.83M +$5.73M +713,824 +201%
Legal & General Group
52
Legal & General Group
United Kingdom
$8.55M +$56.5K +7,045 +0.7%
Barclays
53
Barclays
United Kingdom
$8.19M -$13.3M -1,652,924 -63%
KA
54
KLCM Advisors
Wisconsin
$8.04M -$302K -37,708 -4%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$7.99M -$4.96M -617,718 -39%
MIIM
56
Mesirow Institutional Investment Management
Illinois
$7.85M +$2.08M +258,983 +37%
MAM
57
Monaco Asset Management
Monaco
$7.43M +$2.41M +300,000 +50%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.3M +$1M +125,170 +16%
First Trust Advisors
59
First Trust Advisors
Illinois
$7.18M +$1.24M +155,147 +22%
UBS AM
60
UBS AM
Illinois
$6.89M +$587K +73,184 +10%
AllianceBernstein
61
AllianceBernstein
Tennessee
$6.78M +$2.62M +326,188 +66%
Wells Fargo
62
Wells Fargo
California
$6.7M +$2.94M +366,512 +82%
BCA
63
Bernzott Capital Advisors
California
$6.14M -$824K -102,695 -12%
LSV Asset Management
64
LSV Asset Management
Illinois
$6.09M
Swiss National Bank
65
Swiss National Bank
Switzerland
$6.07M -$84.2K -10,500 -1%
TSW
66
Thompson Siegel & Walmsley
Virginia
$6.03M +$5.86M +729,889 New
Raymond James Financial
67
Raymond James Financial
Florida
$5.75M +$5.59M +696,761 New
SEI Investments
68
SEI Investments
Pennsylvania
$5.31M +$7.53K +939 +0.1%
KCM
69
Kornitzer Capital Management
Kansas
$4.9M
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$4.88M +$2.93M +365,589 +163%
Citigroup
71
Citigroup
New York
$4.68M +$598K +74,553 +15%
Canada Life
72
Canada Life
Manitoba, Canada
$4.62M -$296K -36,888 -6%
Man Group
73
Man Group
United Kingdom
$4.48M -$5.87M -731,604 -57%
PFC
74
Phocas Financial Corp
California
$4.36M -$37.9K -4,727 -0.9%
ECM
75
ExodusPoint Capital Management
New York
$4.23M +$4.11M +511,731 New