Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lyell Immunopharma Inc (LYEL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — LYEL

Based on 86 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LYEL 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.
📊

High ownership — 71% of 3.0Y peak

71% of all-time peak
86 funds currently hold this stock — 71% of the 3.0-year high of 121 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

51 buying32 selling
Last quarter: 51 funds were net buyers (24 opened a brand new position + 27 added to an existing one). Only 32 were sellers (20 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new LYEL position: 5 → 16 → 18 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 34% medium ■ 17% new
42 out of 86 hedge funds have held LYEL 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.
💎

Buying through price weakness — shares +2%, value -30%

Value
-29%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -30%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

11 → 5 → 16 → 18 → 24 new funds/Q
New funds entering each quarter: 5 → 16 → 18 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 89 holders: 58 (65%) are 2+ year veterans, 13 entered 1–2 years ago, and 18 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
31 of 85 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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 — LYEL

In 2026 Q2, 51 hedge funds were net buyers of LYEL (24 opened a new position, 27 added to an existing one), while 32 reduced or exited (20 trimmed, 12 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 86.

Hedge Fund Ownership: LYEL

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

Market Analysis: LYEL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LYEL

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 3 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: LYEL
85 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 85 74 14.86%
13F Shares 13M 13M 1.68%
Total Value $177M $251M -29.5%
New Positions 24 18 +6
Increased Positions 26 25 +1
Closed Positions 12 13 -1
Reduced Positions 20 7 +13
Total Calls 2 1 100.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: LYEL

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Institutional Holders (2026 Q2)

85 + investors

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

QUARTER:
Top 25 LYEL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orland Properties Ltd 5.25% 754,698 $10.6M
2 ARCH Venture Management, LLC 4.14% 3,247,162 $45.5M
3 GSK plc 3.53% 1,512,659 $21.3M
4 Almitas Capital LLC 1.96% 581,407 $8.2M
5 Foresite Capital Management V, LLC 1.85% 476,386 $6.7M
6 Decheng Capital LLC 1.33% 692,050 $9.7M
7 venBio Partners LLC 0.91% 337,697 $4.7M
8 Velan Capital Investment Management LP 0.90% 105,000 $1.5M
9 Opaleye Management Inc. 0.44% 344,025 $4.8M
10 MIC Capital Management UK LLP 0.31% 87,028 $1.2M
11 HSG Holding Ltd 0.18% 152,299 $2.1M
12 Ikarian Capital, LLC 0.06% 41,081 $577K
13 Bridgeway Capital Management, LLC 0.00% 18,000 $253K
14 Alphabet Inc. 0.00% 293,256 $4.1M
15 Susquehanna Portfolio Strategies, LLC 0.00% 17,875 $251K
16 China Universal Asset Management Co., Ltd. 0.00% 3,714 $52K
17 Graham Capital Management, L.P. 0.00% 11,602 $163K
18 Clearstead Advisors, LLC 0.00% 19,958 $280K
19 Renaissance Technologies LLC 0.00% 130,190 $1.8M
20 Millennium Management LLC 0.00% 367,473 $5.2M
21 Qube Research & Technologies Ltd 0.00% 110,531 $1.6M
22 Brevan Howard Capital Management LP 0.00% 11,557 $162K
23 Marshall Wace, LLP 0.00% 106,300 $1.5M
24 Hrt Financial LP 0.00% 36,575 $513K
25 Squarepoint Ops LLC 0.00% 42,322 $595K
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 — Lyell Immunopharma Inc (LYEL)

What does the Smart Money Trend signal show for LYEL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LYEL 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 LYEL?

More buyers than sellers — 61% buying: Last quarter: 51 funds were net buyers (24 opened a brand new position + 27 added to an existing one). Only 32 were sellers (20 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LYEL holders?

Smaller funds dominant — 18% AUM from top-100: 31 of 85 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LYEL?

49% of holders stayed for 2+ years: 42 out of 86 hedge funds have held LYEL 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.

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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