Ray Dalio's HP Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 11,054 shares of Helmerich & Payne, Inc. (HP) worth $244,183, representing 0.00% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in HP, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 116,561 shares. Largest reduction occurred in Q3 2025, reducing 114,287 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +10,684 | New Buy | 10,684 | $68.98 |
| Q4 2013 | +69,799 | Add 653.30% | 80,483 | $84.08 |
| Q1 2014 | -29,900 | Reduce 37.15% | 50,583 | $107.57 |
| Q2 2014 | -33,900 | Reduce 67.02% | 16,683 | $116.11 |
| Q3 2014 | +3,717 | Add 22.28% | 20,400 | $97.89 |
| Q4 2014 | -20,400 | Sold Out | 20,400 | $0.00 |
| Q1 2019 | +136,961 | New Buy | 136,961 | $55.56 |
| Q2 2019 | -19,431 | Reduce 14.19% | 117,530 | $50.62 |
| Q3 2019 | -117,530 | Sold Out | 117,530 | $0.00 |
| Q2 2023 | +17,817 | New Buy | 17,817 | $35.45 |
| Q3 2023 | -17,817 | Sold Out | 17,817 | $0.00 |
| Q3 2024 | +91,097 | New Buy | 91,097 | $30.42 |
| Q4 2024 | +75,546 | Add 82.93% | 166,643 | $32.02 |
| Q1 2025 | -41,302 | Reduce 24.78% | 125,341 | $26.12 |
| Q2 2025 | -125,341 | Sold Out | 125,341 | $0.00 |
| Q3 2025 | +11,054 | New Buy | 11,054 | $22.09 |
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 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Helmerich & Payne, Inc. (HP) was in Q1 2019, adding 136,961 shares worth $7.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 11,054 shares of Helmerich & Payne, Inc. (HP), valued at approximately $244,183. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Helmerich & Payne, Inc. (HP) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Helmerich & Payne, Inc. (HP) was 166,643 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.