Capstone Investment Advisors
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Capstone Investment Advisors’s Halozyme HALO Stock Holding History

Capstone Investment Advisors’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,681
Closed -$348K – 1963
2025
Q2 		$348K Buy
+6,681
New +$380K ﹤0.01% 1322
2024
Q3 		– Sell
-4,230
Closed -$221K – 2039
2024
Q2 		$221K Buy
+4,230
New +$186K ﹤0.01% 1728
2017
Q1 		– Sell
-19,990
Closed -$197K – 978
2016
Q4 		$197K Buy
+19,990
New +$219K 0.01% 823

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's HALO Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Halozyme (HALO) in Q3 2025, closing a stake of 6,681 shares — an estimated $348K sold.

Capstone Investment Advisors first reported a position in HALO in Q4 2016 and held it in 3 quarters. The position peaked at $348K in Q2 2025. 602 funds tracked by Wall St. Rank hold HALO as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Halozyme position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,681 Halozyme shares in Q3 2025, an estimated $348K.
  • Capstone Investment Advisors first reported a position in Halozyme in Q4 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's Halozyme position peaked at $348K in Q2 2025.
  • 602 funds tracked by Wall St. Rank held Halozyme as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.