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Halozyme

175 hedge funds and large institutions have $1.32B invested in Halozyme in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

39% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $16.4M

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

11% more funds holding

Funds holding: 158175 (+17)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

40% less capital invested

Capital invested by funds: $2.2B → $1.32B (-$884M)

Holders
175
Holders Change
+17
Holders Change %
+10.76%
% of All Funds
4.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
66
Reduced
51
Closed
13
Calls
$22.9M
Puts
$16.4M
Net Calls
+$6.46M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TS
1
Third Security
Virginia
$266M
IAM
2
Iridian Asset Management
Connecticut
$110M -$29.7M -1,478,660 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$96.2M +$6.03M +300,142 +4%
BB
4
BB Biotech
Switzerland
$93.1M +$17.1M +852,664 +14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$66.3M +$12.5M +621,014 +14%
BFA
6
BlackRock Fund Advisors
California
$59.6M +$4.79M +238,383 +6%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$54.5M -$2.08M -103,500 -2%
State Street
8
State Street
Massachusetts
$41.7M +$2.36M +117,756 +4%
Millennium Management
9
Millennium Management
New York
$41.2M -$48.9M -2,433,305 -44%
BIT
10
BlackRock Institutional Trust
California
$36.5M -$956K -47,606 -2%
SAM
11
Sectoral Asset Management
Quebec, Canada
$35.9M -$16.2M -806,000 -23%
Invesco
12
Invesco
Georgia
$33.1M +$27.3M +1,359,560 +123%
JP Morgan Chase
13
JP Morgan Chase
New York
$27.1M +$7.37M +367,176 +22%
BBA
14
Baker Bros. Advisors
New York
$25.9M
Franklin Resources
15
Franklin Resources
California
$24.3M -$5.27M -262,688 -13%
Northern Trust
16
Northern Trust
Illinois
$16.4M +$941K +46,878 +4%
Norges Bank
17
Norges Bank
Norway
$14.8M +$6.24M +310,585 +39%
LOAMU
18
Lombard Odier Asset Management (USA)
New York
$14.3M -$12.8M -635,957 -37%
O
19
OppenheimerFunds
New York
$13.4M
VOYA Investment Management
20
VOYA Investment Management
Georgia
$12.8M -$149K -7,405 -0.8%
Fisher Asset Management
21
Fisher Asset Management
Washington
$9.51M -$666K -33,175 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$9.39M +$388K +19,307 +3%
PAM
23
Panagora Asset Management
Massachusetts
$8.03M +$241K +12,013 +2%
CS
24
Credit Suisse
Switzerland
$7.53M -$1.77M -87,914 -14%
Deutsche Bank
25
Deutsche Bank
Germany
$7.28M -$980K -48,828 -8%

HALO Hedge Fund Activity: Q3 2015 in Review

175 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Halozyme (HALO) for Q3 2015, worth a combined $1.32B — down 40% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HALO positions and 13 closed out — a net gain of 20 holders — while 66 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $27.3M. The largest seller was Millennium Management, cutting an estimated $48.9M.

  • 175 institutional investors held Halozyme (HALO) as of Q3 2015, up from 158 in Q2 2015.
  • Funds reported $1.32B of Halozyme stock for Q3 2015, down 40% quarter-over-quarter.
  • 33 funds opened new Halozyme positions in Q3 2015 and 13 closed out, a net change of +20 holders.
  • The largest Halozyme buyer in Q3 2015 was Invesco, an estimated $27.3M added.
  • The largest Halozyme seller in Q3 2015 was Millennium Management, an estimated $48.9M sold.

Based on aggregated 13F filings for Q3 2015.