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Patterson-UTI

278 hedge funds and large institutions have $2.3B invested in Patterson-UTI in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 118 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 95.82%95.89% (+0.07%)

8% less funds holding

Funds holding: 303278 (-25)

20% less capital invested

Capital invested by funds: $2.87B → $2.3B (-$567M)

23% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 118

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

38% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 55

82% less call options, than puts

Call options by funds: $2.21M | Put options by funds: $12.4M

Holders
278
Holders Change
-25
Holders Change %
-8.25%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
34
Increased
91
Reduced
118
Closed
55
Calls
$2.21M
Puts
$12.4M
Net Calls
-$10.2M
Net Calls Change
-$9.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$227M -$6.76M -525,610 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M +$87.1K +6,767 +0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$149M +$12.1M +936,672 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$98.2M -$13.3M -1,036,154 -11%
Macquarie Group
5
Macquarie Group
Australia
$82.3M +$2.15M +166,931 +2%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$79.2M +$9.1M +706,917 +11%
AQR Capital Management
7
AQR Capital Management
Connecticut
$77.4M +$6.16M +478,869 +8%
Wells Fargo
8
Wells Fargo
California
$75.4M -$23M -1,787,427 -21%
Renaissance Technologies
9
Renaissance Technologies
New York
$74.5M +$38.1M +2,960,000 +84%
AllianceBernstein
10
AllianceBernstein
Tennessee
$71.4M +$3.3M +256,162 +4%
State Street
11
State Street
Massachusetts
$67.7M +$661K +51,397 +0.9%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$65.9M -$11.9M -927,252 -14%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$53.4M +$6.42M +498,806 +12%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$48.9M +$4.09M +317,868 +8%
VanEck Associates
15
VanEck Associates
New York
$46.7M -$14.8M -1,147,253 -22%
PP
16
Prudential plc
United Kingdom
$41.1M +$6.83M +531,000 +17%
Millennium Management
17
Millennium Management
New York
$37.1M +$10.4M +810,743 +34%
Invesco
18
Invesco
Georgia
$31.9M +$2.91M +226,302 +9%
Ameriprise
19
Ameriprise
Minnesota
$31M -$113K -8,817 -0.3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$27.2M +$217K +16,824 +0.7%
SO
21
STRS Ohio
Ohio
$23M
KBG
22
Kahn Brothers Group
New York
$22.7M +$3.35M +260,381 +15%
Bank of America
23
Bank of America
North Carolina
$22.2M -$467K -36,325 -2%
Northern Trust
24
Northern Trust
Illinois
$20.2M -$55.4K -4,306 -0.2%
SI
25
Scout Investments
Missouri
$20M -$4.61M -358,037 -17%

PTEN Hedge Fund Activity: Q2 2019 in Review

278 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Patterson-UTI (PTEN) for Q2 2019, worth a combined $2.3B — down 20% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PTEN and 34 opened new positions — a net loss of 21 holders — while 118 trimmed existing stakes and 91 added.

The largest buyer was Renaissance Technologies, adding an estimated $38.1M. The largest seller was KGH Ltd, cutting an estimated $50.5M.

  • 278 institutional investors held Patterson-UTI (PTEN) as of Q2 2019, down from 303 in Q1 2019.
  • Funds reported $2.3B of Patterson-UTI stock for Q2 2019, down 20% quarter-over-quarter.
  • 34 funds opened new Patterson-UTI positions in Q2 2019 and 55 closed out, a net change of -21 holders.
  • The largest Patterson-UTI buyer in Q2 2019 was Renaissance Technologies, an estimated $38.1M added.
  • The largest Patterson-UTI seller in Q2 2019 was KGH Ltd, an estimated $50.5M sold.

Based on aggregated 13F filings for Q2 2019.