HELMERICH & PAYNE INC HP
COM · Common Stock · CUSIP 423452101 · ISIN US4234521015
Petroleum Drilling Corporation
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($916.4k this quarter). Holder counts are more reliable. Shares outstanding: 98.8m as of 2024-01-22, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $36.22. Options: 16 managers hold calls ($22.7m notional), 15 hold puts ($13.4m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 356 |
| Q4 2022 | 397 |
| Q1 2023 | 380 |
| Q2 2023 | 366 |
| Q3 2023 | 376 |
| Q4 2023 | 393 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 189 | 168 |
| Q1 2023 | 197 | 201 |
| Q2 2023 | 173 | 193 |
| Q3 2023 | 169 | 170 |
| Q4 2023 | 183 | 172 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $34.4m | $31.0m | 0.90 |
| Q2 2023 | $18.9m | $12.0m | 0.63 |
| Q3 2023 | $22.0m | $12.4m | 0.56 |
| Q4 2023 | $22.7m | $13.4m | 0.59 |
Biggest buyers
| MORGAN STANLEY | Added | +2.0m |
| Pacer Advisors, Inc. | Added | +1.5m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +760.6k |
| ARGA Investment Management, LP | Added | +738.6k |
| BlackRock Inc. | Added | +702.0k |
| Man Group plc | New | +618.9k |
| LSV ASSET MANAGEMENT | Added | +564.0k |
| AMERICAN CENTURY COMPANIES INC | Added | +548.2k |
| DEUTSCHE BANK AG\ | Added | +492.5k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +488.8k |
Biggest sellers
| Squarepoint Ops LLC | Sold out | -727.5k |
| Walleye Capital LLC | Sold out | -513.9k |
| Assenagon Asset Management S.A. | Sold out | -362.3k |
| Fisher Asset Management, LLC | Reduced | -275.7k |
| Man Group plc | Sold out | -260.2k |
| ExodusPoint Capital Management, LP | Sold out | -246.3k |
| VANGUARD GROUP INC | Reduced | -173.1k |
| AMERIPRISE FINANCIAL INC | Reduced | -155.2k |
| ALPINE WOODS CAPITAL INVESTORS, LLC | Reduced | -145.8k |
| HRT FINANCIAL LP | Sold out | -145.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $4.8m132.8k shares |
| D. E. Shaw & Co., Inc. | Added | $4.7m130.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.7m103.1k shares |
| SIMPLEX TRADING, LLC | Added | $2.0m54.7k shares |
| Walleye Trading LLC | Reduced | $1.8m48.8k shares |
| WOLVERINE TRADING, LLC | Added | $1.3m36.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $1.2m33.0k shares |
| IMC-Chicago, LLC | New | $887.4k24.5k shares |
| GTS SECURITIES LLC | Reduced | $775.1k21.4k shares |
| GROUP ONE TRADING LLC | Reduced | $438.3k12.1k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $3.0m81.8k shares |
| D. E. Shaw & Co., Inc. | New | $2.9m80.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.8m77.4k shares |
| JANE STREET GROUP, LLC | Added | $1.2m32.4k shares |
| PEAK6 Investments LLC | Added | $1.1m29.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $742.5k20.5k shares |
| GTS SECURITIES LLC | Added | $434.6k12.0k shares |
| IMC-Chicago, LLC | New | $380.3k10.5k shares |
| SIMPLEX TRADING, LLC | Added | $278.0k7.7k shares |
| Walleye Trading LLC | Reduced | $260.8k7.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.3 pts · filed 2025-07-18 | 14.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution +0.2 pts · filed 2026-01-21 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 4 | $8.0m | — |
| Q2 2022 | 0 | — | 2 | $270.9k | — |
| Q3 2022 | 0 | — | 1 | $71.2k | — |
| Q4 2022 | 0 | — | 3 | $1.4m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 2 | $4.7m | $367.4k |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 17.2m $623.9m | Added +702.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 11.6m $421.6m | Reduced -173.1k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.29% of their portfolio | 8.3m $299.1m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 5.2m $187.7m | Added +19.6k |
| STATE STREET CORP 0.01% of their portfolio | 4.1m $150.3m | Added +19.9k |
| MORGAN STANLEY 0.01% of their portfolio | 3.5m $125.9m | Added +2.0m |
| EARNEST PARTNERS LLC 0.51% of their portfolio | 2.8m $103.0m | Reduced -86.6k |
| Pacer Advisors, Inc. 0.28% of their portfolio | 2.7m $98.5m | Added +1.5m |
| VICTORY CAPITAL MANAGEMENT INC 0.10% of their portfolio | 2.6m $95.2m | Added +210.3k |
| Invesco Ltd. 0.02% of their portfolio | 2.2m $80.8m | Added +260.1k |
| Boston Trust Walden Corp 0.61% of their portfolio | 2.2m $80.2m | Added +34.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.1m $76.3m | Added +95.1k |
| VAN ECK ASSOCIATES CORP 0.12% of their portfolio | 1.9m $68.4m | Reduced -20.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.7m $63.4m | Reduced -30.9k |
| Fisher Asset Management, LLC 0.03% of their portfolio | 1.3m $47.8m | Reduced -275.7k |
| Capital Research Global Investors 0.01% of their portfolio | 1.2m $45.1m | Unchanged |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.2m $44.7m | Added +69.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.2m $44.4m | Added +12.6k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 1.1m $38.3m | Added +548.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.0m $36.4m | Added +106.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 979.2k $35.5m | Added +21.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 910.4k $33.0m | Added +21.5k |
| DEPRINCE RACE & ZOLLO INC 0.74% of their portfolio | 906.8k $32.8m | Added +386.4k |
| ARGA Investment Management, LP 1.11% of their portfolio | 887.1k $32.1m | Added +738.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 841.7k $30.5m | Added +760.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 836.6k $30.3m | Added +346.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 831.7k $30.1m | Added +55.7k |
| Granite Investment Partners, LLC 1.06% of their portfolio | 749.0k $27.1m | Reduced -2.2k |
| Global Alpha Capital Management Ltd. 2.09% of their portfolio | 716.6k $26.0m | Added +157.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 648.5k $23.5m | Reduced -155.2k |
| Man Group plc 0.06% of their portfolio | 618.9k $22.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 606.6k $22.0m | Reduced -11.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 598.6k $21.7m | Added +549 |
| SEGALL BRYANT & HAMILL, LLC 0.40% of their portfolio | 573.7k $20.8m | Added +29.6k |
| LSV ASSET MANAGEMENT 0.04% of their portfolio | 568.8k $20.6m | Added +564.0k |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 1.37% of their portfolio | 555.1k $20.1m | Unchanged |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 554.1k $20.1m | Added +492.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 545.3k $19.7m | Reduced -17.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 543.9k $19.7m | Added +488.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.53% of their portfolio | 493.6k $17.9m | Added +1.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 462.0k $16.7m | Reduced -19.9k |
| Channing Capital Management, LLC 0.48% of their portfolio | 447.1k $16.2m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 424.6k $15.4m | Added +126.5k |
| GREAT LAKES ADVISORS, LLC 0.15% of their portfolio | 424.3k $15.4m | New |
| GENDELL JEFFREY L 0.80% of their portfolio | 405.8k $14.7m | Added +125.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 397.5k $14.4m | Reduced -22.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 382.6k $13.9m | Added +254.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 372.2k $13.5m | Added +52.2k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.24% of their portfolio | 343.9k $12.5m | Reduced -6.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 331.3k $12.0m | Added +125.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 331.0k $12.0m | Reduced -2.7k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 320.0k $11.6m | Added +1.3k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 310.1k $11.2m | Added +18.5k |
| GLENMEDE TRUST CO NA 0.06% of their portfolio | 309.2k $11.2m | Reduced -15.2k |
| BARCLAYS PLC 0.01% of their portfolio | 292.1k $10.6m | Added +139.0k |
| SPROTT INC. 0.94% of their portfolio | 287.1k $10.4m | Added +17.0k |
| Legal & General Group Plc 0.00% of their portfolio | 285.2k $10.3m | Reduced -3.7k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 274.6k $9.9m | Added +20.3k |
| Brandywine Global Investment Management, LLC 0.08% of their portfolio | 271.3k $9.8m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 270.8k $9.8m | Reduced -58.3k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 264.6k $9.6m | Reduced -144.3k |
| Cubist Systematic Strategies, LLC 0.11% of their portfolio | 243.6k $8.8m | New |
| PINNACLE ASSOCIATES LTD 0.14% of their portfolio | 233.5k $8.5m | Added +2.1k |
| UBS Group AG 0.00% of their portfolio | 207.6k $7.5m | Added +95.3k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 206.3k $7.5m | Added +83.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 205.0k $7.4m | Added +108.6k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 203.4k $7.4m | Reduced -63.7k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.13% of their portfolio | 197.7k $7.2m | Added +79.0k |
| Swiss National Bank 0.01% of their portfolio | 196.0k $7.1m | Reduced -29.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 174.4k $6.3m | Reduced -6.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 171.0k $6.2m | New |
| California Public Employees Retirement System 0.00% of their portfolio | 170.0k $6.2m | Reduced -9.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 159.4k $5.8m | Added +26.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 157.7k $5.7m | Added +1.4k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 157.6k $5.7m | Added +98.0k |
| Trexquant Investment LP 0.12% of their portfolio | 145.1k $5.3m | Added +71.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 144.0k $5.2m | Reduced -16.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 138.7k $5.0m | Added +51.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 138.6k $5.0m | Added +422 |
| COMERICA BANK 0.02% of their portfolio | 136.4k $4.9m | Added +34.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 135.0k $4.9m | Added +17.9k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 132.8k $4.8m | Added +6.7k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 132.8k $4.8m | Added +81.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 126.2k $4.6m | Added +5.2k |
| LMCG INVESTMENTS, LLC 0.27% of their portfolio | 119.9k $4.3m | Reduced -11 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 117.8k $4.3m | Added +25.5k |
| Magnetar Financial LLC 0.11% of their portfolio | 117.0k $4.2m | New |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 116.2k $4.2m | Reduced -32.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 113.1k $4.1m | Reduced -5.1k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 112.1k $4.1m | Reduced -8.2k |
| NORGES BANK 0.00% of their portfolio | 111.6k $4.0m | Added +39.4k |
| Martin Investment Management, LLC 1.19% of their portfolio | 110.4k $4.0m | Reduced -4.9k |
| MARATHON CAPITAL MANAGEMENT 1.00% of their portfolio | 109.3k $4.0m | Added +409 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 105.5k $3.8m | Reduced -7.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 101.4k $3.7m | Added +17.2k |
| CITIGROUP INC 0.00% of their portfolio | 99.6k $3.6m | Added +7.1k |
| Jump Financial, LLC 0.11% of their portfolio | 98.3k $3.6m | New |
| NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio | 94.8k $3.4m | Reduced -5.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 89.9k $3.2m | Added +25.4k |
| Moody Aldrich Partners LLC 0.58% of their portfolio | 89.7k $3.2m | Reduced -53.6k |