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Halozyme

131 hedge funds and large institutions have $1.1B invested in Halozyme in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

10% more funds holding

Funds holding: 119131 (+12)

6% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $12.5M

8% less capital invested

Capital invested by funds: $1.2B → $1.1B (-$97.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
131
Holders Change
+12
Holders Change %
+10.08%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
28
Increased
54
Reduced
30
Closed
15
Calls
$11.8M
Puts
$12.5M
Net Calls
-$731K
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TS
1
Third Security
Virginia
$252M
Vanguard Group
2
Vanguard Group
Pennsylvania
$78.1M +$13M +877,061 +17%
BBA
3
Baker Bros. Advisors
New York
$72.4M -$8.89M -598,887 -10%
BB
4
BB Biotech
Switzerland
$71.7M +$13.6M +916,628 +19%
SAM
5
Sectoral Asset Management
Quebec, Canada
$68M +$9.71M +654,126 +14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$67M +$9.27M +624,700 +13%
QF
7
QVT Financial
New York
$53.6M
BFA
8
BlackRock Fund Advisors
California
$50.3M +$6.5M +437,810 +12%
Franklin Resources
9
Franklin Resources
California
$42.1M +$8.6M +579,100 +21%
IAM
10
Iridian Asset Management
Connecticut
$41.1M +$15.8M +1,063,999 +49%
State Street
11
State Street
Massachusetts
$37.7M +$4.56M +307,064 +12%
BIT
12
BlackRock Institutional Trust
California
$35.9M +$4.36M +293,692 +12%
JP Morgan Chase
13
JP Morgan Chase
New York
$21.1M -$6.21M -418,558 -20%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$18.2M +$2.07M +139,200 +11%
Northern Trust
15
Northern Trust
Illinois
$16.2M -$126K -8,517 -0.7%
Norges Bank
16
Norges Bank
Norway
$13.1M
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$8.32M +$5.1M +343,855 +111%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$7.51M +$7.87M +530,400 +873%
Deutsche Bank
19
Deutsche Bank
Germany
$7.02M -$2.65M -178,842 -24%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$6.98M +$983K +66,196 +14%
CS
21
Credit Suisse
Switzerland
$6.59M +$2.57M +173,177 +50%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.04M +$374K +25,169 +6%
OAM
23
Oxford Asset Management
United Kingdom
$5.8M +$6.78M +457,047 New
HCM
24
Harvey Capital Management
Florida
$4.98M +$2.64M +178,050 +83%
CPIM
25
Columbia Partners Investment Management
Virginia
$4.98M +$5.82M +391,890 New

HALO Hedge Fund Activity: Q1 2014 in Review

131 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Halozyme (HALO) for Q1 2014, worth a combined $1.1B — down 8.1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HALO positions and 15 closed out — a net gain of 13 holders — while 54 added to existing stakes and 30 trimmed.

The largest buyer was Iridian Asset Management, adding an estimated $15.8M. The largest seller was Baker Bros. Advisors, cutting an estimated $8.89M.

  • 131 institutional investors held Halozyme (HALO) as of Q1 2014, up from 119 in Q4 2013.
  • Funds reported $1.1B of Halozyme stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 28 funds opened new Halozyme positions in Q1 2014 and 15 closed out, a net change of +13 holders.
  • The largest Halozyme buyer in Q1 2014 was Iridian Asset Management, an estimated $15.8M added.
  • The largest Halozyme seller in Q1 2014 was Baker Bros. Advisors, an estimated $8.89M sold.

Based on aggregated 13F filings for Q1 2014.