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Halozyme

137 hedge funds and large institutions have $1.35B invested in Halozyme in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $9.43M

53% more capital invested

Capital invested by funds: $882M → $1.35B (+$465M)

38% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 40

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

4% more funds holding

Funds holding: 132137 (+5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
3.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
26
Increased
55
Reduced
40
Closed
20
Calls
$18.1M
Puts
$9.43M
Net Calls
+$8.65M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TS
1
Third Security
Virginia
$283M
IAM
2
Iridian Asset Management
Connecticut
$117M +$13.5M +934,258 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$94.2M +$4.49M +311,418 +5%
BB
4
BB Biotech
Switzerland
$91.7M -$5.8M -402,162 -6%
Millennium Management
5
Millennium Management
New York
$67.8M +$58.2M +4,032,870 +562%
BFA
6
BlackRock Fund Advisors
California
$60M +$1.46M +101,072 +2%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$54.8M -$2.26M -156,430 -4%
SAM
8
Sectoral Asset Management
Quebec, Canada
$53.2M +$46.1K +3,200 +0.1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$51.8M +$4.4M +304,897 +9%
State Street
10
State Street
Massachusetts
$43.9M -$9.35M -648,170 -17%
BIT
11
BlackRock Institutional Trust
California
$41.5M -$64.9K -4,500 -0.2%
BBA
12
Baker Bros. Advisors
New York
$32.1M -$7.61M -527,991 -19%
Franklin Resources
13
Franklin Resources
California
$28.2M +$28.4M +1,972,246 New
LOAMU
14
Lombard Odier Asset Management (USA)
New York
$25M -$13.7M -950,309 -35%
JP Morgan Chase
15
JP Morgan Chase
New York
$23.9M -$1.79M -123,865 -7%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$19.8M -$3.17M -220,100 -14%
Northern Trust
17
Northern Trust
Illinois
$16.3M +$261K +18,113 +2%
O
18
OppenheimerFunds
New York
$14.3M
QF
19
QVT Financial
New York
$12.2M -$16.7M -1,158,881 -58%
Deutsche Bank
20
Deutsche Bank
Germany
$11.1M +$354K +24,569 +3%
Fisher Asset Management
21
Fisher Asset Management
Washington
$10.9M
Norges Bank
22
Norges Bank
Norway
$10.6M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$9.39M +$1.06M +73,278 +13%
PAM
24
Panagora Asset Management
Massachusetts
$8.91M +$1.79M +124,352 +25%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$8.88M +$1.09M +75,772 +14%

HALO Hedge Fund Activity: Q1 2015 in Review

137 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Halozyme (HALO) for Q1 2015, worth a combined $1.35B — up 53% from $882M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HALO positions and 20 closed out — a net gain of 6 holders — while 55 added to existing stakes and 40 trimmed.

The largest buyer was Millennium Management, adding an estimated $58.2M. The largest seller was QVT Financial, cutting an estimated $16.7M.

  • 137 institutional investors held Halozyme (HALO) as of Q1 2015, up from 132 in Q4 2014.
  • Funds reported $1.35B of Halozyme stock for Q1 2015, up 53% quarter-over-quarter.
  • 26 funds opened new Halozyme positions in Q1 2015 and 20 closed out, a net change of +6 holders.
  • The largest Halozyme buyer in Q1 2015 was Millennium Management, an estimated $58.2M added.
  • The largest Halozyme seller in Q1 2015 was QVT Financial, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2015.