(NASDAQ:HALO) has experienced declining sentiment from the smart money, we can see that there lies a certain "tier" of hedgies that slashed their positions entirely last quarter. Healthcor Management LP is also relatively very bullish on the stock, dishing out 1.18 percent of its 13F equity portfolio to HALO.
(NASDAQ:HALO), around 1.35% of its 13F portfolio. In terms of the portfolio weights assigned to each position SilverArc Capital allocated the biggest weight to Halozyme Therapeutics, Inc. Other investors bullish on the company included Driehaus Capital, Two Sigma Advisors, and D E Shaw. It was followed by Healthcor Management LP with a $29.5 million position. (NASDAQ:HALO) was held by Fisher Asset Management, which reported holding $41.9 million worth of stock at the end of June. The largest stake in Halozyme Therapeutics, Inc. We have been tracking and sharing the list of these stocks since February 2017 in our quarterly newsletter. Investors who are long the market and short these stocks would have returned more than 27% annually between 20. Interestingly the margin of underperformance of these stocks has been increasing in recent years. We were also able to identify in advance a select group of hedge fund holdings that underperformed the market by 10 percentage points annually between 20. Nevertheless, we were still able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by 79 percentage points since March 2017 ( see the details here). Our research has shown that hedge funds' small-cap stock picks managed to beat the market by double digits annually between 19, but the margin of outperformance has been declining in recent years. Hedge funds' reputation as shrewd investors has been tarnished in the last decade as their hedged returns couldn't keep up with the unhedged returns of the market indices. Our calculations also showed that HALO isn't among the 30 most popular stocks among hedge funds (click for Q2 rankings). The all time high for this statistic is 26. (NASDAQ: HALO) was in 20 hedge funds' portfolios at the end of June. (NASDAQ: HALO) investors should be aware of a decrease in enthusiasm from smart money recently.
What do these smart investors think about Halozyme Therapeutics, Inc. These filings show these funds' portfolio positions as of June 30th, 2021. Insider Monkey finished processing 873 13F filings submitted by hedge funds and prominent investors. The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data.
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