13FPulse
中
HA

HALO HALOZYME THERAPEUTICS INC

2026Q2 · CUSIP 40637H109 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
647
Institutions that reported holding it to the SEC
Net increase in holders
+19
Last quarter 628 → now 647
How unusual is that
Top 20%
Stronger buying than 82% of US stocks
What the filings say, in one paragraph

647 funds held HALO at the end of 2026Q2, up 19 from the quarter before. That is stronger buying than 82.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.7B(YoY +41.1%), the P/E is 32.1x, return on equity is 288.1%. HALO has had 16 buying rushes in its history, and the price moved +4.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=104 2013Q4: holders=109 2014Q1: holders=125 2014Q2: holders=123 2014Q3: holders=117 2014Q4: holders=127 2015Q1: holders=132 2015Q2: holders=153 2015Q3: holders=171 2015Q4: holders=159 2016Q1: holders=156 2016Q2: holders=158 2016Q3: holders=158 2016Q4: holders=165 2017Q1: holders=159 2017Q2: holders=164 2017Q3: holders=164 2017Q4: holders=196 2018Q1: holders=206 2018Q2: holders=190 2018Q3: holders=191 2018Q4: holders=191 2019Q1: holders=198 2019Q2: holders=199 2019Q3: holders=209 2019Q4: holders=222 2020Q1: holders=208 2020Q2: holders=258 2020Q3: holders=261 2020Q4: holders=334 2021Q1: holders=327 2021Q2: holders=309 2021Q3: holders=319 2021Q4: holders=318 2022Q1: holders=311 2022Q2: holders=360 2022Q3: holders=354 2022Q4: holders=426 2023Q1: holders=382 2023Q2: holders=367 2023Q3: holders=386 2023Q4: holders=406 2024Q1: holders=409 2024Q2: holders=457 2024Q3: holders=508 2024Q4: holders=510 2025Q1: holders=548 2025Q2: holders=548 2025Q3: holders=604 2025Q4: holders=613 2026Q1: holders=628 2026Q2: holders=647 -73 -36.5 +0 +36.5 +73 93387680 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2025Q3 Top 5% +2.1% -2.2%
2025Q1 Top 5% +31.3% +32.4%
2024Q3 Top 5% +35.7% +26.3%
2024Q2 Top 5% -9.2% -2.8%
2023Q3 Top 10% -8.9% +13.8%
2022Q4 Top 5% -32.4% -12.2%
2022Q2 Top 1% in the market +24.4% +13.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
256
Change in large funds
+18
Total value they hold
$9.6B
Funds buying for the first time
107
Funds that sold out entirely
88
Price change that quarter
+62.6%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
32.1
EPS (TTM)
$3.42
EPS YoY
-21.7%
Revenue (TTM)
$1.7B
Revenue YoY
+41.1%
Net margin
24.9%
ROE
288.1%
Debt ratio
94.4%
FCF (TTM)
$806M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 1.48 2021-12-31: EPS 0.45 2022-03-31: EPS 0.43 2022-06-30: EPS 0.16 2022-09-30: EPS 0.44 2022-12-31: EPS 0.41 2023-03-31: EPS 0.29 2023-06-30: EPS 0.56 2023-09-30: EPS 0.61 2023-12-31: EPS 0.64 2024-03-31: EPS 0.60 2024-06-30: EPS 0.72 2024-09-30: EPS 1.05 2024-12-31: EPS 1.06 2025-03-31: EPS 0.93 2025-06-30: EPS 1.33 2025-09-30: EPS 1.43 2025-12-31: EPS -1.13 2026-03-31: EPS 1.22 2026-06-30: EPS 1.90 0M 240M 481M $M -1.24 0.42 2.09 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 21 12 25 38 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-31M93M218M 20162017201820192020202120222023202420252026
Latest quarter $176M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.