Lyell Immunopharma
LYEL
87 hedge funds and large institutions have $178M invested in Lyell Immunopharma in 2026 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
32% more call options, than puts
Call options by funds: $606K | Put options by funds: $458K
18% more funds holding
Funds holding: 74 → 87 (+13)
0.03% less ownership
Funds ownership: 54.35% → 54.32% (-0.03%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
29% less capital invested
Capital invested by funds: $251M → $178M (-$73.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$9.64M |
| 2 |
OM
Opaleye Management
Boston,
Massachusetts
|
+$4.79M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.04M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCMI
Foresite Capital Management IV
Larkspur,
California
|
-$16.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.57M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.61M |
| 4 |
Millennium Management
New York
|
-$1.65M |
| 5 |
RC
RBF Capital
San Francisco,
California
|
-$885K |
LYEL Hedge Fund Activity: Q2 2026 in Review
87 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Lyell Immunopharma (LYEL) for Q2 2026, worth a combined $178M — down 29% from $251M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new LYEL positions and 9 closed out — a net gain of 14 holders — while 28 added to existing stakes and 19 trimmed.
The largest buyer was BlackRock, adding an estimated $9.64M. The largest seller was Foresite Capital Management IV, exiting entirely with an estimated $16.1M sold.
- 87 institutional investors held Lyell Immunopharma (LYEL) as of Q2 2026, up from 74 in Q1 2026.
- Funds reported $178M of Lyell Immunopharma stock for Q2 2026, down 29% quarter-over-quarter.
- 23 funds opened new Lyell Immunopharma positions in Q2 2026 and 9 closed out, a net change of +14 holders.
- The largest Lyell Immunopharma buyer in Q2 2026 was BlackRock, an estimated $9.64M added.
- The largest Lyell Immunopharma seller in Q2 2026 was Foresite Capital Management IV, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2026.