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Halozyme

128 hedge funds and large institutions have $857M invested in Halozyme in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $9.58M

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 131128 (-3)

22% less capital invested

Capital invested by funds: $1.1B → $857M (-$243M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
22
Increased
53
Reduced
39
Closed
24
Calls
$13.5M
Puts
$9.58M
Net Calls
+$3.94M
Net Calls Change
+$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
TS
1
Third Security
Virginia
$196M +$211K +24,876 +0.1%
IAM
2
Iridian Asset Management
Connecticut
$61.3M +$25.2M +2,967,531 +92%
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.8M +$29.2K +3,439 +0.1%
BB
4
BB Biotech
Switzerland
$57.8M +$1.74M +205,000 +4%
QF
5
QVT Financial
New York
$45M +$2.86M +337,290 +8%
SAM
6
Sectoral Asset Management
Quebec, Canada
$43.4M -$8.19M -965,806 -18%
BFA
7
BlackRock Fund Advisors
California
$37.1M -$1.72M -203,074 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$31.7M -$17.5M -2,068,000 -39%
State Street
9
State Street
Massachusetts
$29.8M +$413K +48,639 +2%
BIT
10
BlackRock Institutional Trust
California
$28.7M +$733K +86,426 +3%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$27.6M +$11.5M +1,361,300 +95%
BBA
12
Baker Bros. Advisors
New York
$27.4M -$24.8M -2,921,996 -51%
Norges Bank
13
Norges Bank
Norway
$20.4M +$8.75M +1,031,007 +100%
JP Morgan Chase
14
JP Morgan Chase
New York
$19.2M +$2.35M +277,412 +17%
LOAMU
15
Lombard Odier Asset Management (USA)
New York
$13.3M +$11.5M +1,350,000 New
Northern Trust
16
Northern Trust
Illinois
$11.7M -$753K -88,786 -7%
JCG
17
JHL Capital Group
Illinois
$10.9M +$9.33M +1,100,000 New
VOYA Investment Management
18
VOYA Investment Management
Georgia
$10.1M +$3.62M +426,400 +72%
Fisher Asset Management
19
Fisher Asset Management
Washington
$7.82M +$6.72M +791,760 New
Deutsche Bank
20
Deutsche Bank
Germany
$5.84M +$328K +38,625 +7%
TCIM
21
TIAA CREF Investment Management
New York
$5.7M +$1.88M +221,090 +62%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.54M +$97.9K +11,540 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.93M +$197K +23,246 +5%
PAM
24
Panagora Asset Management
Massachusetts
$4.8M +$1.59M +187,354 +63%
LOAMS
25
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.21M +$3.62M +426,300 New

HALO Hedge Fund Activity: Q2 2014 in Review

128 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Halozyme (HALO) for Q2 2014, worth a combined $857M — down 22% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HALO and 22 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 53 added.

The largest buyer was Iridian Asset Management, adding an estimated $25.2M. The largest seller was Franklin Resources, exiting entirely with an estimated $42.1M sold.

  • 128 institutional investors held Halozyme (HALO) as of Q2 2014, down from 131 in Q1 2014.
  • Funds reported $857M of Halozyme stock for Q2 2014, down 22% quarter-over-quarter.
  • 22 funds opened new Halozyme positions in Q2 2014 and 24 closed out, a net change of -2 holders.
  • The largest Halozyme buyer in Q2 2014 was Iridian Asset Management, an estimated $25.2M added.
  • The largest Halozyme seller in Q2 2014 was Franklin Resources, an estimated $42.1M sold.

Based on aggregated 13F filings for Q2 2014.