Lyell Immunopharma
LYEL
74 hedge funds and large institutions have $251M invested in Lyell Immunopharma in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 9 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
37% more call options, than puts
Call options by funds: $261K | Put options by funds: $191K
9% more funds holding
Funds holding: 68 → 74 (+6)
2.6% less ownership
Funds ownership: 56.95% → 54.35% (-2.6%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
32% less capital invested
Capital invested by funds: $372M → $251M (-$121M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AVM
Arch Venture Management
Chicago,
Illinois
|
+$11.4M |
| 2 |
Millennium Management
New York
|
+$9.36M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.72M |
| 4 |
VCIM
Velan Capital Investment Management
Alpharetta,
Georgia
|
+$2.38M |
| 5 |
OM
Opaleye Management
Boston,
Massachusetts
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.04M |
| 2 |
JJ
Johnson & Johnson
New Brunswick,
New Jersey
|
-$1.69M |
| 3 |
RC
RBF Capital
San Francisco,
California
|
-$713K |
| 4 |
Barclays
London,
United Kingdom
|
-$334K |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$293K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JJ
76
Johnson & Johnson
New Brunswick,
New Jersey
| – | -$1.69M | -54,887 | Closed |
|
|
BFM
77
Boothbay Fund Management
New York
| – | -$293K | -9,516 | Closed |
|
|
ECM
78
ExodusPoint Capital Management
New York
| – | -$262K | -8,511 | Closed |
|
79
Raymond James Financial
St Petersburg,
Florida
| – | -$243K | -7,900 | Closed |
|
|
CS
80
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| – | -$234K | -7,617 | Closed |
|
|
BP
81
BBR Partners
New York
| – | -$210K | -6,834 | Closed |
|
82
Acadian Asset Management
Boston,
Massachusetts
| – | -$51K | -1,657 | Closed |
|
83
Daiwa Securities Group
Tokyo,
Japan
| – | -$1K | -45 | Closed |
|
LYEL Hedge Fund Activity: Q1 2026 in Review
74 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Lyell Immunopharma (LYEL) for Q1 2026, worth a combined $251M — down 32% from $372M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LYEL positions and 9 closed out — a net gain of 9 holders — while 24 added to existing stakes and 8 trimmed.
The largest buyer was Arch Venture Management, adding an estimated $11.4M. The largest seller was Invesco, exiting entirely with an estimated $3.04M sold.
- 74 institutional investors held Lyell Immunopharma (LYEL) as of Q1 2026, up from 68 in Q4 2025.
- Funds reported $251M of Lyell Immunopharma stock for Q1 2026, down 32% quarter-over-quarter.
- 18 funds opened new Lyell Immunopharma positions in Q1 2026 and 9 closed out, a net change of +9 holders.
- The largest Lyell Immunopharma buyer in Q1 2026 was Arch Venture Management, an estimated $11.4M added.
- The largest Lyell Immunopharma seller in Q1 2026 was Invesco, an estimated $3.04M sold.
Based on aggregated 13F filings for Q1 2026.