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Halozyme

121 hedge funds and large institutions have $810M invested in Halozyme in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $10.5M

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $857M → $810M (-$46.8M)

5% less funds holding

Funds holding: 128121 (-7)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
16
Increased
45
Reduced
36
Closed
23
Calls
$13.2M
Puts
$10.5M
Net Calls
+$2.75M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TS
1
Third Security
Virginia
$180M
IAM
2
Iridian Asset Management
Connecticut
$63.1M +$7M +735,410 +12%
BB
3
BB Biotech
Switzerland
$58.5M +$5.56M +583,968 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$57M +$1M +105,276 +2%
SAM
5
Sectoral Asset Management
Quebec, Canada
$41.5M +$1.61M +169,300 +4%
QF
6
QVT Financial
New York
$36.9M -$4.77M -500,500 -11%
BFA
7
BlackRock Fund Advisors
California
$34.2M +$17.2K +1,806 +0%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$33.1M +$8.05M +845,400 +30%
State Street
9
State Street
Massachusetts
$29.8M +$2.4M +252,362 +8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$29.2M
BIT
11
BlackRock Institutional Trust
California
$26.4M -$50.2K -5,272 -0.2%
BBA
12
Baker Bros. Advisors
New York
$25.3M
JP Morgan Chase
13
JP Morgan Chase
New York
$17.5M -$225K -23,653 -1%
LOAMU
14
Lombard Odier Asset Management (USA)
New York
$13.6M +$1.42M +149,214 +11%
JCG
15
JHL Capital Group
Illinois
$13M +$3.1M +325,000 +30%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$12.7M +$3.58M +375,500 +37%
Northern Trust
17
Northern Trust
Illinois
$10.6M -$201K -21,137 -2%
Norges Bank
18
Norges Bank
Norway
$9.38M -$9.82M -1,031,007 -50%
O
19
OppenheimerFunds
New York
$9.1M +$9.52M +1,000,000 New
Fisher Asset Management
20
Fisher Asset Management
Washington
$6.94M -$276K -28,980 -4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.32M +$230K +24,185 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.95M +$426K +44,747 +9%
CS
23
Credit Suisse
Switzerland
$4.74M +$1.8M +188,689 +57%
TCIM
24
TIAA CREF Investment Management
New York
$4.66M -$616K -64,675 -11%
Deutsche Bank
25
Deutsche Bank
Germany
$4.3M -$1.13M -118,421 -20%

HALO Hedge Fund Activity: Q3 2014 in Review

121 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Halozyme (HALO) for Q3 2014, worth a combined $810M — down 5.5% from $857M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of HALO and 16 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 45 added.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $9.52M. The largest seller was Norges Bank, cutting an estimated $9.82M.

  • 121 institutional investors held Halozyme (HALO) as of Q3 2014, down from 128 in Q2 2014.
  • Funds reported $810M of Halozyme stock for Q3 2014, down 5.5% quarter-over-quarter.
  • 16 funds opened new Halozyme positions in Q3 2014 and 23 closed out, a net change of -7 holders.
  • The largest Halozyme buyer in Q3 2014 was OppenheimerFunds, an estimated $9.52M added.
  • The largest Halozyme seller in Q3 2014 was Norges Bank, an estimated $9.82M sold.

Based on aggregated 13F filings for Q3 2014.