Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PATTERSON-UTI ENERGY INC (PTEN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — PTEN

Based on 350 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PTEN 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 (98% of max)

98% of all-time peak
350 hedge funds hold PTEN 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PTEN is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

189 buying183 selling
Last quarter: 189 funds bought or added vs 183 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 (+17 vs last Q)

new funds entering per quarter
Funds opening a new PTEN position: 64 → 56 → 51 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 22% medium ■ 14% new
225 out of 350 hedge funds have held PTEN 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 +23% but shares only +5% — price-driven

Value
+23%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +5%. 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 — ~68 new funds/quarter

60 → 64 → 56 → 51 → 68 new funds/Q
New funds entering each quarter: 64 → 56 → 51 → 68. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 10% 1-2yr ■ 17% new
Of 366 current holders: 267 (73%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
39 of 350 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in PTEN. 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.

Hedge Fund Ownership: PTEN

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

Market Analysis: PTEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTEN

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

50 top-rated funds 1 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: PTEN
2026 Q1 Stats Unlock in 21 days 366 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 366 368 -0.54%
13F Shares 427M 408M 4.52%
Total Value $2.61B $2.12B 23.13%
New Positions 69 51 +18
Increased Positions 140 149 -9
Closed Positions 69 49 +20
Reduced Positions 141 151 -10
Total Calls 9 10 -10.0%
Total Puts 10 15 -33.33%
PUT/CALL Ratio 1.11 1.5 Neutral

Statistics: PTEN

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
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) --
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Institutional Holders (2026 Q1)

366 + investors

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

Top 25 institutional holders of PTEN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SummerHaven Investment Management, LLC 0.81% 121,497 $1.3M
2 GAGNON SECURITIES LLC 0.79% 314,646 $3.4M
3 Stanley-Laman Group, Ltd. 0.71% 530,634 $5.7M
4 Bayforest Capital Ltd 0.19% 15,269 $165K
5 Garrett Wealth Advisory Group, LLC 0.12% 63,461 $687K
6 WEDGE CAPITAL MANAGEMENT L L P/NC 0.10% 510,293 $5.5M
7 Quantum Portfolio Management LLC 0.06% 12,699 $138K
8 SAGE RHINO CAPITAL LLC 0.05% 24,760 $268K
9 GRACE & WHITE INC /NY 0.05% 25,400 $275K
10 PROFUND ADVISORS LLC 0.04% 90,908 $985K
11 Abel Hall, LLC 0.04% 15,632 $169K
12 Y-Intercept (Hong Kong) Ltd 0.04% 173,716 $1.9M
13 DGS Capital Management, LLC 0.03% 17,744 $192K
14 SilverOak Wealth Management LLC 0.03% 17,874 $194K
15 Legacy Wealth Asset Management, LLC 0.03% 11,121 $120K
16 Louisiana State Employees Retirement System 0.03% 153,200 $2K
17 Fruth Investment Management 0.03% 10,100 —
18 Sunburst Financial Group, LLC 0.03% 13,394 $145K
19 Investors Research Corp 0.03% 12,350 $134K
20 State of Alaska, Department of Revenue 0.02% 184,209 $2K
21 CONNABLE OFFICE INC 0.02% 18,322 $198K
22 Ares Financial Consulting, LLC 0.02% 1,980 $20K
23 STRS OHIO 0.01% 322,100 $3.5M
24 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 102,956 $1.1M
25 Brooklyn Investment Group 0.01% 34,734 $376K
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 — PATTERSON-UTI ENERGY INC (PTEN)

What does the Smart Money Trend signal show for PTEN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PTEN 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 PTEN?

Slight buying edge — 51% buying: Last quarter: 189 funds bought or added vs 183 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 PTEN holders?

Elite ownership — 41% AUM from top-100 funds: 39 of 350 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in PTEN. 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 PTEN?

64% of holders stayed for 2+ years: 225 out of 350 hedge funds have held PTEN 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.