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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
Nomura Holdings
201
Nomura Holdings
Japan
$311K -$78.8K -9,824 -21%
CI
202
CX Institutional
Indiana
$302K +$101K +12,538 +52%
EC
203
EntryPoint Capital
New York
$302K +$293K +36,524 New
CWM
204
CIBC World Markets
New York
$301K +$292K +36,419 New
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$301K +$113K +14,058 +63%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$298K +$111K +13,837 +62%
AI
207
Atria Investments
North Carolina
$288K +$10K +1,252 +4%
AC
208
AWM Capital
Arizona
$273K
SFA
209
Sequoia Financial Advisors
Ohio
$263K +$98.8K +12,322 +63%
Pathstone Holdings
210
Pathstone Holdings
New Jersey
$261K +$99.2K +12,372 +64%
AC
211
AXQ Capital
New Jersey
$257K +$98.9K +12,332 +66%
Tudor Investment Corp
212
Tudor Investment Corp
Connecticut
$255K -$2.21M -275,714 -90%
ECM
213
Evergreen Capital Management
Washington
$244K +$122K +15,221 +106%
CANY
214
Caxton Associates (New York)
New York
$236K +$229K +28,577 New
X
215
Xponance
Pennsylvania
$230K +$18.4K +2,298 +9%
B
216
Bailard
California
$225K +$219K +27,270 New
PCM
217
Polymer Capital Management
New York
$217K +$211K +26,288 New
RFC
218
Regions Financial Corp
Alabama
$207K +$201K +25,000 New
TI
219
Tidal Investments
Wisconsin
$205K +$3.68K +459 +2%
EI
220
Ethic Inc
New York
$204K +$51.6K +6,427 +35%
BC
221
Bayforest Capital
United Kingdom
$202K +$197K +24,497 New
ST
222
Somerset Trust
Pennsylvania
$200K +$70.7K +8,814 +57%
OAM
223
Oxford Asset Management
United Kingdom
$200K -$19.2K -2,388 -9%
E3F
224
Eight 31 Financial
Texas
$198K +$1.97K +245 +1%
COI
225
Connable Office Inc
Michigan
$198K +$86.1K +10,731 +81%