Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Helmerich & Payne Inc (HP)

363 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — HP

Based on 367 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
367 funds currently hold this stock — 94% of the 3.0-year high of 389 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

173 buying183 selling
Last quarter: 183 funds reduced or exited vs 173 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 50 → 66 → 63 → 50. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
249 out of 367 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.
➡️

Steady discovery — ~50 new funds/quarter

66 → 50 → 66 → 63 → 50 new funds/Q
New funds entering each quarter: 50 → 66 → 63 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Entry-cohort mix of 378 holders: 268 (71%) are 2+ year veterans, 38 entered 1–2 years ago, and 72 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
58 of 366 holders are among the 100 largest funds by AUM, controlling 68% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 2026 Q2, 173 hedge funds were net buyers of HP (50 opened a new position, 123 added to an existing one), while 183 reduced or exited (128 trimmed, 55 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 68% of total institutional value in HP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 367.

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

-- --

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

Is It Too Late to Buy Helmerich & Payne Inc (HP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HP has moved relative to its sector benchmark (XLE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 87d ago
HP
+20.8%
XLE
+19.7%

HP outperformed XLE by +1.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
HP
-10.0%
XLE
+2.7%

Since the filing became public, HP outperformed XLE by -12.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: HP
363 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 363 372 -2.42%
13F Shares 103M 104M -0.66%
Total Value $3.35B $3.62B -7.41%
New Positions 49 63 -14
Increased Positions 118 126 -8
Closed Positions 57 54 +3
Reduced Positions 125 114 +11
Total Calls 6 6 -
Total Puts 6 8 -25.0%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: HP

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Financial Highlights

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Institutional Holders (2026 Q2)

363 + investors

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

QUARTER:
Top 25 HP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mountain Lake Investment Management LLC 2.41% 118,197 $3.9M
2 Fairfax Financial Holdings Ltd/ Can 1.46% 1,174,105 $38.5M
3 Abbington Investment Group 1.41% 67,442 $2.2M
4 Gibraltar Capital Management, Inc. 1.36% 270,240 $8.8M
5 Sprott INC. 0.88% 843,458 $27.6M
6 Cadence Wealth Management LLC 0.63% 43,253 $1.4M
7 William B. Walkup & Associates, Inc. 0.50% 31,486 $1.0M
8 Grace & White Inc /Ny 0.49% 94,825 $3.1M
9 CoreCommodity Management, LLC 0.49% 74,405 $2.4M
10 Hara Capital LLC 0.46% 26,837 $879K
11 Systematic Financial Management LP 0.40% 619,420 $20.3M
12 Bridgeway Capital Management, LLC 0.35% 615,775 $20.2M
13 Canoe Financial LP 0.33% 821,162 $26.9M
14 Earnest Partners LLC 0.32% 2,749,682 $90.0M
15 Readystate Asset Management LP 0.32% 284,389 $9.3M
16 Sagefield Capital LP 0.32% 130,524 $4.3M
17 Hussman Strategic Advisors, INC. 0.32% 42,000 $1.4M
18 Scissortail Wealth Management, LLC 0.30% 48,180 $1.6M
19 Dean Capital Management 0.27% 23,018 $754K
20 BWM Planning, LLC 0.27% 35,211 $1.2M
21 TCFG Investment Advisors, LLC 0.26% 23,153 $758K
22 Hedges Asset Management LLC 0.24% 11,200 $367K
23 Kornitzer Capital Management Inc /Ks 0.22% 323,297 $10.6M
24 Money Concepts Capital Corp 0.20% 129,718 $4.2M
25 Segall Bryant & Hamill, LLC 0.19% 500,361 $16.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HP?

More sellers than buyers — 49% buying: Last quarter: 183 funds reduced or exited vs 173 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HP holders?

Elite ownership — 68% AUM from top-100 funds: 58 of 366 holders are among the 100 largest funds by AUM, controlling 68% 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?

68% of holders stayed for 2+ years: 249 out of 367 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.

Is it too late to buy Helmerich & Payne Inc (HP) following the 2026 Q2 hedge fund 13F filings?

As of today, HP has moved -10.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.7% for the XLE sector ETF — an outperformance of -12.7%. Since the quarter end (June 30, 2026), HP has gained +20.8% vs +19.7% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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