Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lyell Immunopharma Inc (LYEL)

74 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — LYEL

Based on 74 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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.
🔻

Below peak — only 61% of 3.0Y high

61% of all-time peak
Only 74 funds hold LYEL today versus a peak of 121 funds at 2024 Q1 — just 61% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 33% fewer funds vs a year ago

fund count last 6Q
37 fewer hedge funds hold LYEL compared to a year ago (-33% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 67% buying

43 buying21 selling
Last quarter: 43 funds were net buyers (18 opened a brand new position + 25 added to an existing one). Only 21 were sellers (8 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 5 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 35% medium ■ 20% new
33 out of 74 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 +5%, value -32%

Value
-32%
Shares
+4%
Last quarter: funds added +5% more shares while total portfolio value only changed -32%. 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

17 → 11 → 5 → 16 → 18 new funds/Q
New funds entering each quarter: 11 → 5 → 16 → 18. 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.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 16% 1-2yr ■ 27% new
Of 75 current holders: 43 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
24 of 74 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.6
out of 10
Low Exit Risk
Exit risk score 1.6/10 — 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 Q1, 43 hedge funds were net buyers of LYEL (18 opened a new position, 25 added to an existing one), while 21 reduced or exited (8 trimmed, 13 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 74.

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.

Is It Too Late to Buy Lyell Immunopharma Inc (LYEL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LYEL has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
LYEL
-37.6%
XLV
+2.8%

LYEL outperformed XLV by -40.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
LYEL
-30.1%
XLV
+3.9%

Since the filing became public, LYEL outperformed XLV by -34.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 5 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: LYEL
74 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 74 69 7.25%
13F Shares 13M 12M 4.66%
Total Value $251M $372M -32.45%
New Positions 18 16 +2
Increased Positions 25 18 +7
Closed Positions 13 6 +7
Reduced Positions 7 16 -9
Total Calls 1 0 100%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: LYEL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

74 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ARCH Venture Management, LLC 9.62% 3,247,162 $65.1M
2 Foresite Capital Management IV, LLC 6.77% 800,399 $16.1M
3 Orland Properties Ltd 5.67% 754,698 $15.1M
4 GSK plc 5.06% 1,512,659 $30.3M
5 Foresite Capital Management V, LLC 3.53% 477,078 $9.6M
6 Almitas Capital LLC 2.62% 577,807 $11.6M
7 venBio Partners LLC 2.41% 337,697 $6.8M
8 Decheng Capital LLC 2.10% 692,050 $13.9M
9 Velan Capital Investment Management LP 1.28% 102,000 $2.0M
10 MIC Capital Management UK LLP 0.50% 87,028 $1.7M
11 Opaleye Management Inc. 0.21% 79,097 $1.6M
12 Alphabet Inc. 0.15% 293,256 $5.9M
13 Ikarian Capital, LLC 0.07% 41,081 $824K
14 RBF Capital, LLC 0.05% 44,094 $885K
15 Diadema Partners LP 0.01% 4,100 $82K
16 Clearstead Advisors, LLC 0.01% 39,916 $801K
17 Bridgeway Capital Management, LLC 0.01% 18,000 $361K
18 Susquehanna Portfolio Strategies, LLC 0.01% 20,800 $417K
19 China Universal Asset Management Co., Ltd. 0.01% 3,770 $76K
20 Jump Financial, LLC 0.01% 20,123 $404K
21 Millennium Management LLC 0.00% 458,905 $9.2M
22 Renaissance Technologies LLC 0.00% 116,411 $2.3M
23 Marshall Wace, LLP 0.00% 148,516 $3.0M
24 Brevan Howard Capital Management LP 0.00% 13,435 $270K
25 Seneschal Advisors, LLC 0.00% 126 $3K
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 — 2 quarters in a row: For 2 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 — 67% buying: Last quarter: 43 funds were net buyers (18 opened a brand new position + 25 added to an existing one). Only 21 were sellers (8 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LYEL holders?

Smaller funds dominant — 15% AUM from top-100: 24 of 74 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LYEL?

45% of holders stayed for 2+ years: 33 out of 74 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.

Is it too late to buy Lyell Immunopharma Inc (LYEL) following the 2026 Q1 hedge fund 13F filings?

As of today, LYEL has moved -30.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of -34.0%. Since the quarter end (March 31, 2026), LYEL has gained -37.6% vs +2.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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