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Patterson-UTI

268 hedge funds and large institutions have $3.01B invested in Patterson-UTI in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 102 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $6.52M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

6% more capital invested

Capital invested by funds: $2.83B → $3.01B (+$180M)

7% less funds holding

Funds holding: 287268 (-19)

14% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 102

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
268
Holders Change
-19
Holders Change %
-6.62%
% of All Funds
8.69%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
34
Increased
88
Reduced
102
Closed
49
Calls
$18.8M
Puts
$6.52M
Net Calls
+$12.3M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$246M +$16.6M +806,036 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M +$1.12M +54,769 +0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$166M +$111M +5,397,835 +229%
HCM
4
Herndon Capital Management
Georgia
$161M +$12.8M +624,874 +9%
State Street
5
State Street
Massachusetts
$102M +$1.23M +59,977 +1%
BFA
6
BlackRock Fund Advisors
California
$90.4M +$4.01M +195,198 +5%
BIT
7
BlackRock Institutional Trust
California
$80.3M -$3.66M -177,989 -5%
WRF
8
Waddell & Reed Financial
Kansas
$77.3M -$2.15M -104,750 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$73.9M +$2.17M +105,663 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$72.4M +$889K +43,287 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$65.1M +$43.1M +2,100,103 +222%
HA
12
Heartland Advisors
Wisconsin
$61.7M +$5.65M +275,122 +11%
Millennium Management
13
Millennium Management
New York
$60.4M +$21.3M +1,035,981 +58%
SCM
14
Snow Capital Management
Pennsylvania
$60.1M +$1.85M +89,998 +3%
Invesco
15
Invesco
Georgia
$56.2M -$2.59M -126,158 -5%
Macquarie Group
16
Macquarie Group
Australia
$51.6M +$1.77M +86,405 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$50.5M +$952K +46,345 +2%
WA
18
Wasatch Advisors
Utah
$50M +$10.6M +515,430 +28%
PP
19
Prudential plc
United Kingdom
$48.9M -$19.1M -931,700 -29%
SB
20
Suntrust Banks
Georgia
$45.2M +$1.76M +85,506 +4%
KBG
21
Kahn Brothers Group
New York
$42.1M +$628K +30,600 +2%
Northern Trust
22
Northern Trust
Illinois
$38.6M +$775K +37,723 +2%
KL
23
KGH Ltd
Bahamas
$38.5M +$20M +975,301 +118%
FPA
24
First Pacific Advisors
California
$37.7M -$1.54M -75,200 -4%
Harris Associates
25
Harris Associates
Illinois
$37.6M

PTEN Hedge Fund Activity: Q3 2013 in Review

268 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Patterson-UTI (PTEN) for Q3 2013, worth a combined $3.01B — up 6.4% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of PTEN and 34 opened new positions — a net loss of 15 holders — while 102 trimmed existing stakes and 88 added.

The largest buyer was Wellington Management Group, adding an estimated $111M. The largest seller was Systematic Financial Management, cutting an estimated $126M.

  • 268 institutional investors held Patterson-UTI (PTEN) as of Q3 2013, down from 287 in Q2 2013.
  • Funds reported $3.01B of Patterson-UTI stock for Q3 2013, up 6.4% quarter-over-quarter.
  • 34 funds opened new Patterson-UTI positions in Q3 2013 and 49 closed out, a net change of -15 holders.
  • The largest Patterson-UTI buyer in Q3 2013 was Wellington Management Group, an estimated $111M added.
  • The largest Patterson-UTI seller in Q3 2013 was Systematic Financial Management, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2013.