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Halozyme

508 hedge funds and large institutions have $7.17B invested in Halozyme in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 180 increasing their positions, 168 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 41

82% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $12.7M

12% more capital invested

Capital invested by funds: $6.4B → $7.17B (+$764M)

10% more funds holding

Funds holding: 460508 (+48)

2.83% more ownership

Funds ownership: 96.08%98.91% (+2.8%)

7% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 168

55% less funds holding in top 10

Funds holding in top 10: 115 (-6)

Holders
508
Holders Change
+48
Holders Change %
+10.43%
% of All Funds
7.29%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.07%
New
92
Increased
180
Reduced
168
Closed
41
Calls
$23.1M
Puts
$12.7M
Net Calls
+$10.4M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
451
Larson Financial Group
Missouri
$11.1K +$11K +192 +9,600%
BIA
452
Bell Investment Advisors
California
$10K
JFGIW
453
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.5K +$8.26K +144 +655%
SWM
454
Spire Wealth Management
Virginia
$8.13K -$2.52K -44 -24%
FCA
455
FinTrust Capital Advisors
South Carolina
$7.56K
NA
456
NewEdge Advisors
Louisiana
$7.27K
MG
457
Mather Group
Illinois
$7.27K -$7.17K -125 -50%
ST
458
Smithfield Trust
Pennsylvania
$7K +$7.39K +129 New
LIS
459
Legacy Investment Solutions
Idaho
$6.74K +$6.59K +115 New
LWMI
460
Legacy Wealth Management (Idaho)
Idaho
$6.74K +$6.59K +115 New
CSB
461
City State Bank
Iowa
$6.3K
QC
462
Quent Capital
New York
$6.01K
AAG
463
Armstrong Advisory Group
Massachusetts
$5.72K +$5.73K +100 New
JIP
464
Jaffetilchin Investment Partners
Florida
$5.72K +$5.73K +100 New
CWM
465
CarsonAllaria Wealth Management
Illinois
$5.61K
BF
466
BOK Financial
Oklahoma
$5.56K
RIL
467
Rothschild Investment LLC
Illinois
$5.44K +$3.15K +55 +138%
TFM
468
TFC Financial Management
Massachusetts
$5.38K +$5.39K +94 New
RS
469
Rakuten Securities
Japan
$5.09K +$5.1K +89 New
MLA
470
MB, Levis & Associates
Pennsylvania
$5.04K +$5.04K +88 New
MSFP
471
Mark Sheptoff Financial Planning
Connecticut
$4.87K
PTC
472
Private Trust Company
Ohio
$4.58K -$1.15K -20 -20%
LFA
473
LGT Financial Advisors
Texas
$4.46K
PAI
474
Pittenger & Anderson Inc
Nebraska
$4.41K +$4.41K +77 New
PWMG
475
Private Wealth Management Group
New Jersey
$4.18K

HALO Hedge Fund Activity: Q3 2024 in Review

508 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Halozyme (HALO) for Q3 2024, worth a combined $7.17B — up 12% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HALO positions and 41 closed out — a net gain of 51 holders — while 180 added to existing stakes and 168 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $114M. The largest seller was TD Asset Management, cutting an estimated $46.7M.

  • 508 institutional investors held Halozyme (HALO) as of Q3 2024, up from 460 in Q2 2024.
  • Funds reported $7.17B of Halozyme stock for Q3 2024, up 12% quarter-over-quarter.
  • 92 funds opened new Halozyme positions in Q3 2024 and 41 closed out, a net change of +51 holders.
  • The largest Halozyme buyer in Q3 2024 was Congress Asset Management, an estimated $114M added.
  • The largest Halozyme seller in Q3 2024 was TD Asset Management, an estimated $46.7M sold.

Based on aggregated 13F filings for Q3 2024.