HALO — HALOZYME THERAPEUTICS INC COM

Ownership history in Bison Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in HALOZYME THERAPEUTICS INC COM (HALO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.32% (2022 Q4)
Avg. % of fund
0.15%
First filed
2022 Q3
Last filed
2024 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 8,372 -767 -8.4% 0.08% $479K $57.24
2024 Q2 UNCHANGED 9,139 — 0% 0.06% $372K $52.36
2024 Q1 ADDED 9,139 +26 +0.3% 0.06% $372K $40.68
2023 Q4 REDUCED 9,113 -3,030 -25.0% 0.06% $337K $36.96
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HALO price (monthly, adj. close)

Other funds also holding HALO

As of 2025 Q4 — sorted by position size

Koa Wealth Management, LLC 4.3% SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 3.01% Steamboat Capital Partners, LLC 3Y 7Y 2.66% South Street Advisors LLC 3Y 7Y 2.19% BERNZOTT CAPITAL ADVISORS 3Y 7Y 2.17% 2Xideas AG 3Y 1.98% Future Fund LLC 3Y 1.77% MIZUHO MARKETS AMERICAS LLC 3Y 1.65% Verity Asset Management, Inc. 3Y 7Y 1.53% RENAISSANCE GROUP LLC 3Y 7Y 1.3%
← Back to Bison Wealth, LLC Holdings