PTEN icon

Patterson-UTI

232 hedge funds and large institutions have $977M invested in Patterson-UTI in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 61 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+8
Holders Change %
+3.57%
% of All Funds
4.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
37
Increased
61
Reduced
99
Closed
28
Calls
$896K
Puts
$378K
Net Calls
+$518K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$3K
PCG
202
Private Capital Group
Connecticut
$3K
TFO
203
Tarbox Family Office
California
$3K
BII
204
Bainco International Investors
Massachusetts
$3K +$3K +424 New
PMFA
205
Plante Moran Financial Advisors
Michigan
$3K +$3K +592 New
ECM
206
Estabrook Capital Management
New York
$2.63K
HGWM
207
Harvest Group Wealth Management
Massachusetts
$2K
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$2K +$625 +100 +45%
LC
209
Lindbrook Capital
California
$2K +$2K +391 New
EI
210
Ellevest Inc
New York
$2K +$2K +465 New
VCM
211
Versant Capital Management
Arizona
$1K -$24.9K -5,355 -96%
EARNEST Partners
212
EARNEST Partners
Georgia
$1K
CAM
213
ClariVest Asset Management
California
$1K
TWA
214
TCI Wealth Advisors
Arizona
$1K
IA
215
IFP Advisors
Florida
$1K
CA
216
Centerpoint Advisors
Massachusetts
$1K
MLFP
217
MPS Loria Financial Planners
Illinois
$1K
VFA
218
Valeo Financial Advisors
Indiana
$1K
AFG
219
Albion Financial Group
Utah
$1K +$1K +100 New
NFG
220
Next Financial Group
Texas
$1K +$1K +106 New
RPWA
221
Regent Peak Wealth Advisors
Georgia
$1K +$1K +116 New
AIG
222
American International Group
New York
$651 -$16 -3,077 -2%
MGIM
223
M&G Investment Management
United Kingdom
$147
SCP
224
Syntal Capital Partners
Texas
$116 +80 +0.4%
Massachusetts Financial Services
225
Massachusetts Financial Services
Massachusetts
-$12.1M -4,245,299 Closed