Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HELMERICH & PAYNE INC (HP)

360 + Investors. Track Smart Money conviction in HP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — HP

Based on 345 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
345 funds currently hold this stock — 92% of the 3.0-year high of 374 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold HP compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

180 buying157 selling
Last quarter: 180 funds bought or added vs 157 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new HP position: 46 → 63 → 47 → 61. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 16% new
238 out of 345 hedge funds have held HP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +32% but shares only +2% — price-driven

Value
+32%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~61 new funds/quarter

50 → 46 → 63 → 47 → 61 new funds/Q
New funds entering each quarter: 46 → 63 → 47 → 61. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 9% 1-2yr ■ 17% new
Of 360 current holders: 267 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
40 of 345 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in HP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HP

In 2025 Q4, 180 hedge funds were net buyers of HP (61 opened a new position, 119 added to an existing one), while 157 reduced or exited (120 trimmed, 37 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 45% of total institutional value in HP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 345.

Hedge Fund Ownership: HP

How many hedge funds hold HP — quarterly history vs. share price
Quarterly hedge fund ownership of HP vs. share price

Market Analysis: HP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HP

Energy Oil & Gas Drilling

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 1 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: HP
2026 Q1 Stats Unlock in 7 days 360 + Investors

Track Smart Money conviction in HP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 360 338 6.51%
13F Shares 101M 99M 1.95%
Total Value $2.90B $2.19B 32.08%
New Positions 61 47 +14
Increased Positions 143 138 +5
Closed Positions 38 53 -15
Reduced Positions 136 146 -10
Total Calls 11 14 -21.43%
Total Puts 9 11 -18.18%
PUT/CALL Ratio 0.82 0.79 Neutral

Statistics: HP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

360 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HP. Verified SEC 13F-HR filings.

Top 25 institutional holders of HP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gibraltar Capital Management, Inc. 1.69% 272,070 $9.8M
2 ABBINGTON INVESTMENT GROUP 1.41% 67,277 $2.4M
3 SPROTT INC. 0.90% 857,408 $30.9M
4 GRACE & WHITE INC /NY 0.65% 101,725 $3.7M
5 Cadence Wealth Management LLC 0.61% 40,589 $1.5M
6 SCP Investment, LP 0.59% 14,800 $533K
7 William B. Walkup & Associates, Inc. 0.55% 35,241 $920K
8 Canoe Financial LP 0.45% 919,500 $33.1M
9 BWM Planning, LLC 0.33% 35,211 $1.3M
10 Capital Investment Counsel, Inc 0.30% 68,009 $2.5M
11 EADS & HEALD WEALTH MANAGEMENT 0.28% 15,680 $565K
12 Dockside LLC 0.28% 30,992 $1.1M
13 Bayforest Capital Ltd 0.27% 6,765 $244K
14 MONEY CONCEPTS CAPITAL CORP 0.26% 130,293 $4.7M
15 MQS Management LLC 0.26% 10,571 $381K
16 KORNITZER CAPITAL MANAGEMENT INC /KS 0.26% 331,441 $11.9M
17 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.22% 7,841,430 $282.5M
18 TCFG Investment Advisors, LLC 0.22% 16,050 $578K
19 TCFG WEALTH MANAGEMENT, LLC 0.22% 16,050 $578K
20 Alan B Lancz & Associates, Inc. 0.21% 6,100 $220K
21 Olistico Wealth, LLC 0.20% 11,000 $396K
22 Tweedy, Browne Co LLC 0.14% 48,214 $1.7M
23 Grant Private Wealth Management Inc 0.14% 7,110 $256K
24 LMCG INVESTMENTS, LLC 0.13% 62,125 $2.2M
25 Abel Hall, LLC 0.12% 15,819 $570K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — HELMERICH & PAYNE INC (HP)

What does the Smart Money Trend signal show for HP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HP?

Slight buying edge — 53% buying: Last quarter: 180 funds bought or added vs 157 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HP holders?

Elite ownership — 45% AUM from top-100 funds: 40 of 345 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in HP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HP?

69% of holders stayed for 2+ years: 238 out of 345 hedge funds have held HP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.