undamentalytics Newsletter

Patterson UTI Energy Inc: which funds bought and sold

Institutions that bought and sold Patterson UTI Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 250 institutions that filed 13F reports for both quarters added to or opened positions in Patterson UTI Energy, and 168 cut or closed them. Together they added a net 4.6M shares, +1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 7,427 shares (−0.0%); index fund managers were net buyers of 4.1M shares (+2.9%). 74 opened a new position and 56 sold out entirely.

Bought, Q2 2026 250 institutions, 74 of them new holders Sold, Q2 2026 168 institutions, 56 of them sold out
Net change, all compared +4.6M shares (+1.1%)
Net change, active managers −7,427 shares (−0.0%), 38 bought, 31 sold

Buyers versus sellers

institutions compared, 479
Active managers and hedge funds 38 bought · 31 sold · −7,427
Index fund managers 8 bought · 3 sold · +4.1M
Other institutions 204 bought · 134 sold · +520K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Encompass Capital Advisors LLC +5.9M New position 5.9M $54.4M
Franklin Resources Inc Active manager +5.0M +301.3% 6.6M $60.9M
Cooper Creek Partners Management LLC +3.9M New position 3.9M $35.9M
Renaissance Technologies LLC Hedge fund +3.8M +92.7% 8.0M $73M
Deprince Race & Zollo Inc Active manager +2.8M New position 2.8M $25.6M
Blackrock, Inc. Index funds +2.0M +3.3% 62.9M $577M
Penn Capital Management Company, LLC Active manager +2.0M New position 2.0M $18.3M
Acadian Asset Management LLC Active manager +1.7M +1053.8% 1.8M $16.9M
Qube Research & Technologies Ltd Hedge fund +1.7M New position 1.7M $15.4M
Dimensional Fund Advisors LP +1.6M +7.4% 22.8M $209M
Geode Capital Management, LLC Index funds +1.6M +17.8% 10.4M $95.4M
Webs Creek Capital Management LP +1.5M +33.6% 5.9M $53.7M
Allianz Asset Management Gmbh +1.4M New position 1.4M $12.8M
Citadel Advisors LLC Hedge fund +1.3M +208.6% 1.9M $17.9M
UBS Group AG +1.3M +44.3% 4.2M $38.7M
Jump Financial, LLC +1.2M New position 1.2M $11.2M
Freestone Grove Partners LP Hedge fund +1.2M +317.7% 1.6M $14.8M
Bessemer Group Inc +1.2M +105007.0% 1.2M $11.2M
Citigroup Inc +1.2M +66.5% 3.0M $27.7M
Goldman Sachs Group Inc +1.1M +7.3% 16.3M $150M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Blackstone Inc. −5.0M −70.5% 2.1M $19.3M
Monaco Asset Management Sam −4.5M −97.8% 100K $918,000
Millennium Management LLC Hedge fund −4.4M −83.1% 896K $8.2M
Merewether Investment Management, LP −3.0M Sold out 0 —
Holocene Advisors, LP Hedge fund −2.9M Sold out 0 —
Schroder Investment Management Group Active manager −2.7M Sold out 0 —
Driehaus Capital Management LLC Active manager −2.6M Sold out 0 —
Squarepoint Ops LLC Hedge fund −2.2M −64.9% 1.2M $10.8M
Fisher Asset Management, LLC Active manager −2.0M −39.4% 3.1M $28.7M
Arga Investment Management, LP Active manager −1.9M −49.2% 2.0M $18.2M
Van Eck Associates Corp −1.8M −19.9% 7.1M $65.5M
Sourcerock Group LLC −1.8M −10.8% 14.6M $134M
Sir Capital Management, L.P. −1.7M Sold out 0 —
Morgan Stanley −1.6M −23.4% 5.3M $48.5M
Barclays PLC −1.6M −81.5% 361K $3.3M
J. Goldman & Co LP Hedge fund −1.2M Sold out 0 —
Allspring Global Investments Holdings, LLC −1.2M −37.1% 2.0M $17.3M
Alyeska Investment Group, L.P. Hedge fund −1.1M Sold out 0 —
Two Sigma Investments, LP Hedge fund −989K −27.6% 2.6M $23.8M
Lisanti Capital Growth, LLC −896K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Encompass Capital Advisors LLC 5.9M $54.4M
Cooper Creek Partners Management LLC 3.9M $35.9M
Deprince Race & Zollo IncActive manager 2.8M $25.6M
Penn Capital Management Company, LLCActive manager 2.0M $18.3M
Qube Research & Technologies LtdHedge fund 1.7M $15.4M
Allianz Asset Management Gmbh 1.4M $12.8M
Jump Financial, LLC 1.2M $11.2M
Mackenzie Financial Corp 1.0M $9.3M
Hennessy Advisors Inc 821K $7.5M
Telemark Asset Management, LLC 500K $4.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Merewether Investment Management, LP 3.0M $32.5M
Holocene Advisors, LPHedge fund 2.9M $31M
Schroder Investment Management GroupActive manager 2.7M $29.6M
Driehaus Capital Management LLCActive manager 2.6M $27.7M
Sir Capital Management, L.P. 1.7M $18.6M
J. Goldman & Co LPHedge fund 1.2M $13M
Alyeska Investment Group, L.P.Hedge fund 1.1M $11.5M
Lisanti Capital Growth, LLC 896K $9.7M
Point72 Asset Management, L.P.Hedge fund 779K $8.4M
Arrowstreet Capital, Limited PartnershipHedge fund 733K $7.9M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
431
Ten largest holders
50.5%
of 13F-reported shares
Index fund managers
33.6%
of 13F-reported shares
Active managers and hedge funds
18.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 38 31 7 17 −7,427 −0.0%
Index fund managers 8 3 0 0 +4.1M +2.9%
Other institutions 204 134 67 39 +520K +0.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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