We are live on ! Find out more
PTEN icon

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
Corient Private Wealth
176
Corient Private Wealth
Florida
$537K -$58.1K -7,241 -10%
Walleye Trading
177
Walleye Trading
New York
$530K -$109K -13,603 -17%
Schroder Investment Management Group
178
Schroder Investment Management Group
United Kingdom
$511K +$505K +62,979 New
Stifel Financial
179
Stifel Financial
Missouri
$504K -$187K -23,319 -28%
AI
180
AdvisorShares Investments
Maryland
$503K +$84.2K +10,500 +21%
Allianz Asset Management
181
Allianz Asset Management
Germany
$500K +$110K +13,682 +29%
MOACM
182
Mutual of America Capital Management
New York
$444K -$329 -41 -0.1%
QCM
183
Quantinno Capital Management
New York
$433K +$319K +39,758 +314%
RAM
184
Readystate Asset Management
Illinois
$411K +$399K +49,780 New
NAMA
185
Nikko Asset Management Americas
New York
$410K -$43.7K -5,450 -10%
Sumitomo Mitsui Trust Group
186
Sumitomo Mitsui Trust Group
Japan
$410K -$43.7K -5,450 -10%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$398K
PWP
188
Pursue Wealth Partners
California
$385K -$361K -45,000 -49%
KTA
189
Keeley-Teton Advisors
Illinois
$383K -$59K -7,353 -14%
EGM
190
Engineers Gate Manager
New York
$377K -$2.56M -318,892 -87%
NICM
191
Neo Ivy Capital Management
New York
$364K +$354K +44,088 New
IC
192
IEQ Capital
California
$360K +$253K +31,589 +263%
VT
193
Vise Technologies
New York
$358K +$168K +20,945 +94%
CL
194
Choreo LLC
Illinois
$351K -$37.8K -4,708 -10%
Osaic Holdings
195
Osaic Holdings
Arizona
$349K -$424K -52,799 -56%
MOS
196
MGO One Seven
Ohio
$341K +$45.2K +5,638 +16%
LNWWM
197
Laird Norton Wetherby Wealth Management
California
$337K +$2.35K +293 +0.7%
AIP
198
Ameritas Investment Partners
Nebraska
$336K +$12.8K +1,596 +4%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$325K -$4.36M -543,678 -93%
WA
200
WealthTrust Axiom
Pennsylvania
$314K -$67.8K -8,446 -18%