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Patterson-UTI

264 hedge funds and large institutions have $2.49B invested in Patterson-UTI in 2015 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $63.7M | Put options by funds: $28.2M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

28% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 81

15% more capital invested

Capital invested by funds: $2.17B → $2.49B (+$324M)

3% more funds holding

Funds holding: 257264 (+7)

Holders
264
Holders Change
+7
Holders Change %
+2.72%
% of All Funds
6.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
38
Increased
104
Reduced
81
Closed
29
Calls
$63.7M
Puts
$28.2M
Net Calls
+$35.5M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$233M +$10.3M +672,402 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M +$6.1M +396,855 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$129M +$2.88M +187,351 +2%
Jennison Associates
4
Jennison Associates
New York
$93.2M +$5.11M +332,021 +6%
BFA
5
BlackRock Fund Advisors
California
$82.1M +$2.55M +165,535 +3%
KP
6
Kiltearn Partners
United Kingdom
$76.6M -$2.44M -158,400 -3%
VFA
7
Virtus Fund Advisers
Connecticut
$71.5M -$29M -1,883,200 -28%
BIT
8
BlackRock Institutional Trust
California
$63.3M +$841K +54,673 +1%
FPA
9
First Pacific Advisors
California
$63M +$3.15M +204,920 +5%
PP
10
Prudential plc
United Kingdom
$62.6M +$811K +52,700 +1%
State Street
11
State Street
Massachusetts
$60.2M +$1.41M +91,732 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$59.6M +$6.96M +452,264 +13%
VanEck Associates
13
VanEck Associates
New York
$58.1M +$37.5M +2,439,256 +173%
Wells Fargo
14
Wells Fargo
California
$51.8M +$14.8M +965,225 +39%
IIM
15
Ivory Investment Management
New York
$51.7M -$1.41M -91,344 -3%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$49.5M -$9.04M -587,935 -15%
Citadel Advisors
17
Citadel Advisors
Florida
$47.7M -$19.8M -1,284,849 -29%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$47.1M -$5.14M -334,074 -10%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$42.6M +$26.2M +1,702,652 +152%
Macquarie Group
20
Macquarie Group
Australia
$36.8M +$886K +57,585 +2%
Invesco
21
Invesco
Georgia
$33.9M -$6.28M -407,938 -15%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$29.8M +$3.86M +250,651 +15%
Ameriprise
23
Ameriprise
Minnesota
$28.4M +$2.39M +155,256 +9%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$26.1M +$3.9M +253,483 +17%
Norges Bank
25
Norges Bank
Norway
$25.9M

PTEN Hedge Fund Activity: Q4 2015 in Review

264 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Patterson-UTI (PTEN) for Q4 2015, worth a combined $2.49B — up 15% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PTEN positions and 29 closed out — a net gain of 9 holders — while 104 added to existing stakes and 81 trimmed.

The largest buyer was VanEck Associates, adding an estimated $37.5M. The largest seller was Millennium Management, cutting an estimated $44.7M.

  • 264 institutional investors held Patterson-UTI (PTEN) as of Q4 2015, up from 257 in Q3 2015.
  • Funds reported $2.49B of Patterson-UTI stock for Q4 2015, up 15% quarter-over-quarter.
  • 38 funds opened new Patterson-UTI positions in Q4 2015 and 29 closed out, a net change of +9 holders.
  • The largest Patterson-UTI buyer in Q4 2015 was VanEck Associates, an estimated $37.5M added.
  • The largest Patterson-UTI seller in Q4 2015 was Millennium Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q4 2015.