Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Halozyme Therapeutics Inc (HALO)

626 + Investors. Track Smart Money conviction in HALO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — HALO

Based on 631 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added HALO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
631 hedge funds hold HALO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+92 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

333 buying291 selling
Last quarter: 333 funds bought or added vs 291 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 91 → 111 → 108 → 98. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 25% new
326 out of 631 hedge funds have held HALO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~98 new funds/quarter

97 → 91 → 111 → 108 → 98 new funds/Q
New funds entering each quarter: 91 → 111 → 108 → 98. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 29% newcomers

■ 58% veterans ■ 14% 1-2yr ■ 29% new
Entry-cohort mix of 647 holders: 373 (58%) are 2+ year veterans, 88 entered 1–2 years ago, and 186 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
60 of 630 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in HALO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HALO

In 2026 Q1, 333 hedge funds were net buyers of HALO (98 opened a new position, 235 added to an existing one), while 291 reduced or exited (215 trimmed, 76 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in HALO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 631.

Hedge Fund Ownership: HALO

How many hedge funds hold HALO — quarterly history vs. share price
Quarterly hedge fund ownership of HALO vs. share price

Market Analysis: HALO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HALO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Halozyme Therapeutics Inc (HALO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HALO has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
HALO
+6.1%
XLV
+705.0%

HALO outperformed XLV by -698.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
HALO
+2.1%
XLV
+691.9%

Since the filing became public, HALO outperformed XLV by -689.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 3 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: HALO
626 + Investors

Track Smart Money conviction in HALO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 626 609 2.79%
13F Shares 120M 123M -2.43%
Total Value $7.45B $8.26B -9.84%
New Positions 95 108 -13
Increased Positions 230 210 +20
Closed Positions 78 93 -15
Reduced Positions 212 221 -9
Total Calls 9 9 -
Total Puts 8 7 14.29%
PUT/CALL Ratio 0.89 0.78 Neutral

Statistics: HALO

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

626 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HALO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HALO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Panoramic Capital, LLC 5.28% 116,416 $7.5M
2 Koa Wealth Management, LLC 4.38% 93,822 $6.1M
3 Snyder Capital Management L P 2.91% 2,323,077 $150.1M
4 Mizuho Markets Americas LLC 2.34% 1,323,544 $85.5M
5 2Xideas AG 2.32% 91,663 $5.9M
6 South Street Advisors LLC 2.18% 232,940 $15.1M
7 Future Fund LLC 2.16% 95,121 $6.1M
8 Bernzott Capital Advisors 2.11% 68,277 $4.4M
9 Sidoxia Capital Management, LLC 1.94% 34,758 $2.2M
10 Steamboat Capital Partners, LLC 1.76% 109,737 $7.1M
11 Verity Asset Management, Inc. 1.44% 53,142 $3.4M
12 Unified Investment Management 1.41% 21,319 $1.4M
13 Harvey Capital Management Inc 1.33% 90,600 $5.9M
14 Renaissance Group LLC 1.28% 471,499 $30.5M
15 Cadia Private Client LLC 1.15% 21,500 $1.4M
16 Stephens Investment Management Group LLC 1.08% 1,218,668 $78.8M
17 ArrowMark Colorado Holdings LLC 0.98% 569,789 $36.8M
18 Lisanti Capital Growth, LLC 0.89% 54,445 $3.5M
19 Faithward Advisors, LLC 0.75% 63,403 $5.2M
20 Hussman Strategic Advisors, INC. 0.73% 52,500 $3.4M
21 Thrive Capital Management, LLC 0.73% 51,632 $3.3M
22 Hodges Capital Management Inc. 0.72% 134,696 $8.7M
23 Clark Estates Inc/Ny 0.70% 44,868 $2.9M
24 Horizon Investment Services, LLC 0.69% 30,892 $2.0M
25 Kennedy Capital Management LLC 0.66% 484,580 $31.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Halozyme Therapeutics Inc (HALO)

What does the Smart Money Trend signal show for HALO?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added HALO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HALO?

Slight buying edge — 53% buying: Last quarter: 333 funds bought or added vs 291 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HALO holders?

Elite ownership — 41% AUM from top-100 funds: 60 of 630 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in HALO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HALO?

52% of holders stayed for 2+ years: 326 out of 631 hedge funds have held HALO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Halozyme Therapeutics Inc (HALO) following the 2026 Q1 hedge fund 13F filings?

As of today, HALO has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +691.9% for the XLV sector ETF — an outperformance of -689.8%. Since the quarter end (March 31, 2026), HALO has gained +6.1% vs +705.0% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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