Lyell Immunopharma, Inc.
LYEL • NASDAQ
Lyell Immunopharma, Inc. is a biotechnology company in the healthcare sector on NASDAQ, led by Lynn Seely, with a market cap of $732.1M. As of Q3 2025, 53% of shares are held by 58 institutional investors, with ARCH VENTURE CORP as the largest holder at 14.36%.
Chief Executive OfficerLynn Seely
Market Cap$732.1M
Biotechnology
Healthcare
Employees224.0
Websitelyell.com
Country
United States of America
Overview
Overview of institutional ownership in LYEL as of Q3 2025 with a market cap of $312.0M
All Institutions
- Institutions
- 58
- Value Held
- $164.6M
- Shares Held
- 10.1M
- Avg Position
- $2.8M
- Median Position
- $331.0K
Hedge Funds
- Hedge Funds
- 8
- Value Held
- $10.8M
- Shares Held
- 665.5K
- Avg Position
- $1.4M
- Median Position
- $775.7K
Ownership Breakdown
Based on market cap of $312.0M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in LYEL as of Q3 2025
| Institution | Position Value |
|---|---|
A ARCH VENTURE CORP Institution | $44.8M 9.10% of portfolio |
M MWG Management Ltd. Institution | $16.4M 20.13% of portfolio |
 Foresite Capital Management IV, LLC Venture Capital | $13.0M 7.12% of portfolio |
 VANGUARD GROUP INC Institution | $12.7M 0.00% of portfolio |
O Orland Properties Ltd Institution | $12.3M 2.65% of portfolio |
 Decheng Capital LLC Venture Capital | $9.7M 1.69% of portfolio |
 Almitas Capital LLC RIA/Wealth | $9.4M 2.15% of portfolio |
Foresite Capital Management V, LLC Venture Capital | $7.7M 7.12% of portfolio |
V venBio Partners LLC Institution | $7.7M 4.36% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $5.5M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for LYEL in Q3 2025
- Traded
- +$23.7M
- Buyers
- 24
- Sellers
- 29
- Total Bought
- +$27.0M
- Total Sold
- −$3.3M
- Avg Position
- $2.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A ARCH VENTURE CORP Institution | +$15.2M +938.4K shares |
VANGUARD GROUP INC Institution | +$5.5M +336.4K shares |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$1.2M +73.1K shares |
Foresite Capital Management V, LLC Venture Capital | +$1.1M +70.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.1M +68.2K shares |
B BlackRock, Inc. Institution | +$518.8K +31.9K shares |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$438.4K +27.0K shares |
 SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | +$292.4K +18.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$262.4K +16.2K shares |
T TAKEDA PHARMACEUTICAL CO LTD Institution | +$222.8K +13.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Woodline Partners LP Hedge Fund•Long/Short | −$870.1K −98.4K shares |
T TD ASSET MANAGEMENT INC Institution | −$444.1K −50.2K shares |
 JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant | −$350.3K −39.6K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$309.8K −19.1K shares |
 ACADIAN ASSET MANAGEMENT LLC Long Only Manager | −$259.5K −16.0K shares |
 Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | −$258.4K −29.2K shares |
M MANUFACTURERES LIFE INSURANCE CO Institution | −$215.9K −24.4K shares |
 Invesco Ltd. ETF Provider | −$113.2K −12.8K shares |
 Marshall Wace LLP Institution | −$93.5K −10.6K shares |
 UBS Group AG Institution | −$71.3K −4.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited LYEL in Q3 2025
- New Positions
- 2
- New Value
- $173.6K
- Exited Positions
- 14
- Exited Value
- $2.4M
New Positions
| Institution | Position Value |
|---|---|
 Trexquant Investment LP Hedge Fund•Quant | $166.9K 10.3K shares |
G GF FUND MANAGEMENT CO. LTD. Institution | $6.7K 413.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Woodline Partners LP Hedge Fund•Long/Short | $870.1K 98.4K shares |
T TD ASSET MANAGEMENT INC Institution | $444.1K 50.2K shares |
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant | $350.3K 39.6K shares |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $258.4K 29.2K shares |
M MANUFACTURERES LIFE INSURANCE CO Institution | $215.9K 24.4K shares |
Invesco Ltd. ETF Provider | $113.2K 12.8K shares |
Marshall Wace LLP Institution | $93.5K 10.6K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $69.8K 7.9K shares |
 WELLS FARGO & COMPANY/MN Institution | $17.4K 2.0K shares |
S SHELL ASSET MANAGEMENT CO Institution | $2.8K 320.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in LYEL as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 1
- Put Value
- $272.0K
Call Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $272.0K 167.5 contracts |
Most Committed Institutions
Institutions with LYEL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
M MWG Management Ltd. Institution | 20.13% $16.4M |
A ARCH VENTURE CORP Institution | 9.10% $44.8M |
Foresite Capital Management V, LLC Venture Capital | 7.12% $7.7M |
Foresite Capital Management IV, LLC Venture Capital | 7.12% $13.0M |
T TAKEDA PHARMACEUTICAL CO LTD Institution | 5.45% $891.4K |
V venBio Partners LLC Institution | 4.36% $7.7M |
O Orland Properties Ltd Institution | 2.65% $12.3M |
Almitas Capital LLC RIA/Wealth | 2.15% $9.4M |
Decheng Capital LLC Venture Capital | 1.69% $9.7M |
M MIC Capital Management UK LLP Institution | 0.28% $1.4M |
Hedge Fund Spotlight
Discover hedge funds investing in LYEL
Ikarian Capital, LLC
Hedge Fund • Event Driven
Portfolio ManagerNeil Tristan Shahrestani
- Portfolio Value
- $494.3M
- Positions
- 116
- Last Reported
- Q3 2025
Sector Allocation
Position in Lyell Immunopharma, Inc.
- Market Value
- $711.3K
- Shares Held
- 43.8K
- Portfolio Weight
- 0.14%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $53.0M | 10.73% | |
Unknown Unknown | $33.4M | 6.76% | |
Biotechnology Healthcare | $27.2M | 5.49% |
