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Halozyme

193 hedge funds and large institutions have $2.07B invested in Halozyme in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 70 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $5.36M

0.71% less ownership

Funds ownership: 86%85.29% (-0.71%)

5% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 74

8% less funds holding

Funds holding: 209193 (-16)

14% less capital invested

Capital invested by funds: $2.42B → $2.07B (-$350M)

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
193
Holders Change
-16
Holders Change %
-7.66%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
16
Increased
70
Reduced
74
Closed
31
Calls
$10.4M
Puts
$5.36M
Net Calls
+$5M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TS
1
Third Security
Virginia
$292M -$5.75M -304,321 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$214M +$12.8M +674,483 +6%
BlackRock
3
BlackRock
New York
$207M +$12.5M +659,763 +6%
IAM
4
Iridian Asset Management
Connecticut
$139M +$1.29M +68,098 +0.8%
BB
5
BB Biotech
Switzerland
$139M -$5.15M -272,277 -3%
State Street
6
State Street
Massachusetts
$77.2M -$8M -423,017 -8%
Invesco
7
Invesco
Georgia
$68.6M -$3.05M -161,566 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$54M +$1.45M +76,473 +2%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$44.5M +$3.26M +172,434 +7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$41.7M
SCM
11
Snyder Capital Management
California
$40.1M +$442K +23,351 +1%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$39.1M +$43.8M +2,316,137 New
MP
13
MSD Partners
New York
$37.9M
First Eagle Investment Management
14
First Eagle Investment Management
New York
$35.8M -$16.6M -880,190 -29%
Northern Trust
15
Northern Trust
Illinois
$31.1M +$3.47M +183,480 +11%
Artisan Partners
16
Artisan Partners
Wisconsin
$28.8M +$213K +11,260 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$28.8M -$163K -8,642 -0.5%
Norges Bank
18
Norges Bank
Norway
$27.3M +$10.8M +573,150 +55%
Goldman Sachs
19
Goldman Sachs
New York
$24.9M +$2.66M +140,904 +11%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$23.7M +$2.45M +129,403 +10%
BBA
21
Baker Bros. Advisors
New York
$21.7M -$5.62M -297,495 -19%
Deutsche Bank
22
Deutsche Bank
Germany
$19.9M +$1.89M +99,834 +9%
Prudential Financial
23
Prudential Financial
New Jersey
$18.4M -$5.71M -302,060 -22%
O
24
OppenheimerFunds
New York
$16.9M -$7.2K -381 -0%
Charles Schwab
25
Charles Schwab
California
$16.9M +$1.37M +72,392 +8%

HALO Hedge Fund Activity: Q2 2018 in Review

193 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Halozyme (HALO) for Q2 2018, worth a combined $2.07B — down 14% from $2.42B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HALO and 16 opened new positions — a net loss of 15 holders — while 74 trimmed existing stakes and 70 added.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $43.8M. The largest seller was Millennium Management, cutting an estimated $24.4M.

  • 193 institutional investors held Halozyme (HALO) as of Q2 2018, down from 209 in Q1 2018.
  • Funds reported $2.07B of Halozyme stock for Q2 2018, down 14% quarter-over-quarter.
  • 16 funds opened new Halozyme positions in Q2 2018 and 31 closed out, a net change of -15 holders.
  • The largest Halozyme buyer in Q2 2018 was Thrivent Financial for Lutherans, an estimated $43.8M added.
  • The largest Halozyme seller in Q2 2018 was Millennium Management, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2018.