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Patterson-UTI
PTEN

Overview Fund Activity

232 hedge funds and large institutions have $1.72B invested in Patterson-UTI in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+18
Holders Change %
+8.41%
% of All Funds
3.58%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
38
Increased
97
Reduced
59
Closed
18
Calls
$13.4M
Puts
$485K
Net Calls
+$12.9M
Net Calls Change
+$12.1M

Top Buyers

1
BlackRock
BlackRock
New York
$296M
2
AC
Ascribe Capital
New York
$31.8M
3
Macquarie Group
Macquarie Group
Australia
$110M
4
CS
Credit Suisse
Switzerland
$15.9M
5
SG
Sourcerock Group
Colorado
$12.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.86M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$72.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$13.8M
4
IECM
Intrinsic Edge Capital Management
Illinois
$0
5
Man Group
Man Group
United Kingdom
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
201
Sutton Wealth Advisors
Florida
$16.2K -$735 -87 -4%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$11K +$6.04K +731 +122%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.45K – – –
SWM
204
Spire Wealth Management
Virginia
$8K +$17 +2 +0.2%
VCM
205
Versant Capital Management
Arizona
$8K +$707 +82 +10%
EWA
206
EverSource Wealth Advisors
Alabama
$7K +$7K +810 New
PMFA
207
Plante Moran Financial Advisors
Michigan
$6K +$544 +59 +10%
PCG
208
Private Capital Group
Connecticut
$5K – – –
TFO
209
Tarbox Family Office
California
$5K – – –
PFBT
210
Parkside Financial Bank & Trust
Missouri
$5K +$4.01K +471 +406%
STCOSD
211
Sageworth Trust Company of South Dakota
South Dakota
$5K +$5K +596 New
ECM
212
Estabrook Capital Management
New York
$4.23K – – –
Manulife (Manufacturers Life Insurance)
213
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.07K +$59 +6,983 +2%
LC
214
Lindbrook Capital
California
$3K – – –
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +397 New
ST
216
Sageworth Trust
Pennsylvania
$2K -$6.67K -600 -77%
TWA
217
TCI Wealth Advisors
Arizona
$2K – – –
NFG
218
Next Financial Group
Texas
$2K – – –
IA
219
IFP Advisors
Florida
$2K – – –
EARNEST Partners
220
EARNEST Partners
Georgia
$2K – – –
UB
221
UMB Bank
Missouri
$2K +$2K +282 New
GWS
222
Glassman Wealth Services
Virginia
$1K -$347 -25 -26%
CAM
223
ClariVest Asset Management
California
$1K – – –
SCA
224
Snowden Capital Advisors
New York
$1K +$1K +165 New
LWA
225
Lenox Wealth Advisors
New York
$1K +$1K +167 New
6 7 8
9
10