Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Helmerich & Payne Inc (HP)

365 + 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
↑ +7
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — HP

Based on 369 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
369 hedge funds hold HP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

190 buying171 selling
Last quarter: 190 funds bought or added vs 171 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.
➡️

Steady new buyers — ~62 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 65 → 50 → 66 → 62. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
244 out of 369 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 +24% but shares only +2% — price-driven

Value
+24%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +24%, 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.
📈

Growing discovery — still being found

48 → 65 → 50 → 66 → 62 new funds/Q
New funds entering each quarter: 65 → 50 → 66 → 62. A growing number of institutions are discovering HP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 19% newcomers

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 381 holders: 276 (72%) are 2+ year veterans, 33 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 — 53% AUM from top-100 funds

53% from top-100 AUM funds
55 of 367 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q1, 190 hedge funds were net buyers of HP (62 opened a new position, 128 added to an existing one), while 171 reduced or exited (116 trimmed, 55 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in HP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 369.

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 Q1 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 March 31, 2026 · 79d ago
HP
-0.7%
XLE
-10.8%

HP outperformed XLE by +10.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
HP
-8.8%
XLE
-8.0%

Since the filing became public, HP outperformed XLE by -0.8% .

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.

25 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: HP
365 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 365 362 0.83%
13F Shares 103M 101M 1.75%
Total Value $3.61B $2.91B 24.24%
New Positions 59 66 -7
Increased Positions 123 116 +7
Closed Positions 56 41 +15
Reduced Positions 114 124 -10
Total Calls 6 11 -45.45%
Total Puts 8 9 -11.11%
PUT/CALL Ratio 1.33 0.82 Bearish

Statistics: HP

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

365 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mountain Lake Investment Management LLC 2.75% 118,197 $4.3M
2 Fairfax Financial Holdings Ltd/ Can 2.18% 1,174,105 $42.3M
3 Dean Capital Management 1.80% 120,913 $4.4M
4 Gibraltar Capital Management, Inc. 1.69% 272,070 $9.8M
5 Fulcrum Asset Management LLP 1.48% 272,480 $9.8M
6 Abbington Investment Group 1.41% 67,277 $2.4M
7 Sprott INC. 0.90% 857,408 $30.9M
8 Dean Investment Associates, LLC 0.88% 172,654 $6.2M
9 Grace & White Inc /Ny 0.65% 101,725 $3.7M
10 Cadence Wealth Management LLC 0.61% 40,589 $1.5M
11 SCP Investment, LP 0.59% 14,800 $533K
12 William B. Walkup & Associates, Inc. 0.55% 35,241 $920K
13 Systematic Financial Management LP 0.49% 590,491 $21.3M
14 Hara Capital LLC 0.48% 26,837 $967K
15 Bridgeway Capital Management, LLC 0.46% 634,764 $22.9M
16 Canoe Financial LP 0.45% 919,500 $33.1M
17 Nfj Investment Group, LLC 0.44% 323,415 $11.7M
18 Earnest Partners LLC 0.42% 2,839,636 $102.3M
19 Sagefield Capital LP 0.41% 157,106 $5.7M
20 BWM Planning, LLC 0.33% 35,211 $1.3M
21 Aventail Capital Group, LP 0.32% 187,768 $6.8M
22 Capital Investment Counsel, Inc 0.30% 68,009 $2.5M
23 Eads & Heald Wealth Management 0.28% 15,680 $565K
24 Dockside LLC 0.28% 30,992 $1.1M
25 Bayforest Capital Ltd 0.27% 6,765 $244K
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 — 2 quarters in a row: For 2 consecutive quarters, 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: 190 funds bought or added vs 171 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 — 53% AUM from top-100 funds: 55 of 367 holders are among the 100 largest funds by AUM, controlling 53% 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?

66% of holders stayed for 2+ years: 244 out of 369 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 Q1 hedge fund 13F filings?

As of today, HP has moved -8.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.0% for the XLE sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), HP has gained -0.7% vs -10.8% 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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