Ray Dalio's HP Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 69,072 shares of Helmerich & Payne, Inc. (HP) worth $2.49 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in HP, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 136,961 shares. Largest reduction occurred in Q2 2025, reducing 125,341 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Helmerich & Payne (HP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Helmerich & Payne (HP) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +69,072 | New Buy | 69,072 | $36.03 |
| Q4 2025 | -11,054 | Sold Out | 0 | $0.00 |
| Q3 2025 | +11,054 | New Buy | 11,054 | $22.09 |
| Q2 2025 | -125,341 | Sold Out | 0 | $0.00 |
| Q1 2025 | -41,302 | Reduce 24.78% | 125,341 | $26.12 |
| Q4 2024 | +75,546 | Add 82.93% | 166,643 | $32.02 |
| Q3 2024 | +91,097 | New Buy | 91,097 | $30.42 |
| Q3 2023 | -17,817 | Sold Out | 0 | $0.00 |
| Q2 2023 | +17,817 | New Buy | 17,817 | $35.45 |
| Q3 2019 | -117,530 | Sold Out | 0 | $0.00 |
| Q2 2019 | -19,431 | Reduce 14.19% | 117,530 | $50.62 |
| Q1 2019 | +136,961 | New Buy | 136,961 | $55.56 |
| Q4 2014 | -20,400 | Sold Out | 0 | $0.00 |
| Q3 2014 | +3,717 | Add 22.28% | 20,400 | $97.89 |
| Q2 2014 | -33,900 | Reduce 67.02% | 16,683 | $116.11 |
| Q1 2014 | -29,900 | Reduce 37.15% | 50,583 | $107.57 |
| Q4 2013 | +69,799 | Add 653.30% | 80,483 | $84.08 |
| Q3 2013 | +10,684 | New Buy | 10,684 | $68.98 |
Ray Dalio's Helmerich & Payne Investment FAQs
Ray Dalio first purchased Helmerich & Payne, Inc. (HP) in Q3 2013, acquiring 10,684 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Helmerich & Payne, Inc. (HP) for 18 quarters since Q3 2013.
Ray Dalio's largest addition to Helmerich & Payne, Inc. (HP) was in Q1 2019, adding 136,961 shares worth $7.61 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 69,072 shares of Helmerich & Payne, Inc. (HP), valued at approximately $2.49 M.
As of the Q1 2026 filing, Helmerich & Payne, Inc. (HP) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Helmerich & Payne, Inc. (HP) was 166,643 shares, as reported at the end of Q4 2024.