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Patterson-UTI

268 hedge funds and large institutions have $3.37B invested in Patterson-UTI in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 91 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.03B → $3.37B (+$337M)

2.35% more ownership

Funds ownership: 96.6%98.95% (+2.4%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

1% less funds holding

Funds holding: 271268 (-3)

13% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 104

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

61% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $36.1M

Holders
268
Holders Change
-3
Holders Change %
-1.11%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
40
Increased
91
Reduced
104
Closed
37
Calls
$14.2M
Puts
$36.1M
Net Calls
-$21.9M
Net Calls Change
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$2.1M -$1.01M -60,251 -31%
VFM
102
Viking Fund Management
North Dakota
$2.05M
ECM
103
ExodusPoint Capital Management
New York
$1.95M -$228K -13,584 -10%
OAM
104
Oberweis Asset Management
Illinois
$1.94M -$35.3K -2,100 -2%
Citigroup
105
Citigroup
New York
$1.88M -$1.56M -92,620 -44%
AIG
106
American International Group
New York
$1.83M +$123K +7,314 +7%
AQR Capital Management
107
AQR Capital Management
Connecticut
$1.82M -$923K -54,956 -32%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$1.77M -$58.5K -3,484 -3%
SO
109
STRS Ohio
Ohio
$1.76M +$230K +13,700 +14%
NI
110
NYL Investors
New York
$1.75M
EGI
111
EAM Global Investors
California
$1.73M -$873K -51,978 -32%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$1.71M
1CM
113
1492 Capital Management
Wisconsin
$1.7M -$426K -25,381 -19%
Barclays
114
Barclays
United Kingdom
$1.6M -$1.83M -108,703 -52%
AB
115
Amalgamated Bank
New York
$1.6M +$127K +7,569 +8%
BF
116
BOK Financial
Oklahoma
$1.6M +$305K +18,180 +22%
1832 Asset Management
117
1832 Asset Management
Ontario, Canada
$1.55M +$863K +51,364 +109%
LSERS
118
Louisiana State Employees Retirement System
Louisiana
$1.48M
Jacobs Levy Equity Management
119
Jacobs Levy Equity Management
New Jersey
$1.45M -$8M -476,650 -84%
KTA
120
Keeley-Teton Advisors
Illinois
$1.45M
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$1.39M +$28.8K +1,718 +2%
EP
122
Edgestream Partners
New Jersey
$1.34M +$275K +16,380 +24%
Two Sigma Investments
123
Two Sigma Investments
New York
$1.27M -$6.39M -380,402 -82%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$1.27M
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$1.26M

PTEN Hedge Fund Activity: Q2 2022 in Review

268 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Patterson-UTI (PTEN) for Q2 2022, worth a combined $3.37B — up 11% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PTEN positions and 37 closed out — a net gain of 3 holders — while 91 added to existing stakes and 104 trimmed.

The largest buyer was Anomaly Capital Management, opening a new position worth an estimated $95.6M. The largest seller was Millennium Management, cutting an estimated $56.1M.

  • 268 institutional investors held Patterson-UTI (PTEN) as of Q2 2022, down from 271 in Q1 2022.
  • Funds reported $3.37B of Patterson-UTI stock for Q2 2022, up 11% quarter-over-quarter.
  • 40 funds opened new Patterson-UTI positions in Q2 2022 and 37 closed out, a net change of +3 holders.
  • The largest Patterson-UTI buyer in Q2 2022 was Anomaly Capital Management, an estimated $95.6M added.
  • The largest Patterson-UTI seller in Q2 2022 was Millennium Management, an estimated $56.1M sold.

Based on aggregated 13F filings for Q2 2022.