Vault-13

ACELYRIN INC

COM · CUSIP 00445A100

114 institutional holders +4 vs Q1 2024
89,576,11289.6m shares reported held*
$395.0mreported value*
23 new 44 added 26 reduced 21 sold out net sold ≈ $23.2m (-5.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($177.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.41. Options: 4 managers hold calls ($47.0k notional), 3 hold puts ($57.6k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q2 23: 83Q3 23: 103Q4 23: 111Q1 24: 110Q2 24: 114114Q2 23Q3 23Q4 23Q1 24Q2 24
Numbers
QuarterHolders
Q2 202383
Q3 2023103
Q4 2023111
Q1 2024110
Q2 2024114

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 68 bought or addedQ3 23: 50 cut or sold outQ3 23Q4 23: 59 bought or addedQ4 23: 53 cut or sold outQ4 23Q1 24: 72 bought or addedQ1 24: 52 cut or sold outQ1 24Q2 24: 67 bought or addedQ2 24: 47 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q3 20236850
Q4 20235953
Q1 20247252
Q2 20246747

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6m$8mQ3 23 calls: $3.2mQ3 23 puts: $5.7mQ3 23P/C 1.78Q4 23 calls: $5.0mQ4 23 puts: $513.5kQ4 23P/C 0.10Q1 24 calls: $4.8mQ1 24 puts: $6.8mQ1 24P/C 1.42Q2 24 calls: $47.0kQ2 24 puts: $57.6kQ2 24P/C 1.22
Numbers
QuarterCallsPutsP/C
Q3 2023$3.2m$5.7m1.78
Q4 2023$5.0m$513.5k0.10
Q1 2024$4.8m$6.8m1.42
Q2 2024$47.0k$57.6k1.22

Biggest buyers

T. Rowe Price Investment Management, Inc. Added +1,232,716+1.2m
Woodline Partners LP Added +963,606+963.6k
JACOBS LEVY EQUITY MANAGEMENT, INC Added +893,110+893.1k
MILLENNIUM MANAGEMENT LLC Added +628,528+628.5k
DAFNA Capital Management LLC Added +491,022+491.0k
BlackRock Inc. Added +476,644+476.6k
Kynam Capital Management, LP Added +434,931+434.9k
CITADEL ADVISORS LLC Added +381,727+381.7k
Almitas Capital LLC New +376,116+376.1k
RENAISSANCE TECHNOLOGIES LLC Added +272,600+272.6k

Biggest sellers

FMR LLC Reduced -2,365,038-2.4m
FRANKLIN RESOURCES INC Reduced -1,950,172-2.0m
ADAGE CAPITAL PARTNERS GP, L.L.C. Reduced -1,880,000-1.9m
VANGUARD GROUP INC Reduced -1,494,142-1.5m
EAGLE ASSET MANAGEMENT INC Sold out -946,521-946.5k
Venrock Adviser, LLC Sold out -937,113-937.1k
BARCLAYS PLC Reduced -761,950-762.0k
MORGAN STANLEY Reduced -744,173-744.2k
STEMPOINT CAPITAL LP Sold out -714,773-714.8k
Artal Group S.A. Reduced -384,255-384.3k

Biggest calls

CITADEL ADVISORS LLC Reduced $20.3k4.6k shares
GROUP ONE TRADING LLC Reduced $16.8k3.8k shares
SIMPLEX TRADING, LLC Reduced $10.0k2.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $55.6k12.6k shares
SIMPLEX TRADING, LLC Reduced $2.0k500 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Madison Avenue Partners, LP 13D · may seek influence new · filed 2025-04-30
Stated purposeThe Reporting Persons purchased the shares of Common Stock for investment purposes. The Reporting Persons believe their investment in the Company may appreciate in value in the event the Company does not consummate its proposed merger with Alumis Inc. (the "Proposed Merger"). The Reporting Persons believe the Proposed Merger is financially unsound and will likely deliver less value to shareholders than potential alternatives. In addition, the Reporting Persons believe that the Company's stockholder rights plan (the "Rights Plan"), is not in the best interests of the Company's shareholders and, based on disclosures contained in the Company's proxy statement filed on April 23, 2025, may have been adopted due to the influence of Alumis Inc.'s Chief Executive Officer over the Company. Consequ… Full filing
 5.1% new 5.1m 2025-04-30

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AyurMaya Capital Management Company, LP 22.53% of their portfolio Portsmouth, NH 9,334,7359.3m $41.2m $41.2m 22.53% Unchanged
2 CITADEL ADVISORS LLC 0.03% of their portfolio MIAMI, FL 7,410,5647.4m $32.7m $32.7m 0.03% Added +381.7k +381,727
3 BlackRock Inc. 0.00% of their portfolio New York, NY 5,269,3745.3m $23.2m $23.2m 0.00% Added +476.6k +476,644
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,196,6065.2m $22.9m $22.9m 0.00% Added +13.0k +12,998
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 4,743,4014.7m $20.9m $20.9m 0.00% Reduced -1.5m -1,494,142
6 FMR LLC 0.00% of their portfolio BOSTON, MA 4,714,1724.7m $20.8m $20.8m 0.00% Reduced -2.4m -2,365,038
7 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 4,642,0564.6m $20.5m $20.5m 0.02% Added +628.5k +628,528
8 ORBIMED ADVISORS LLC 0.35% of their portfolio New York, NY 4,001,7114.0m $17.6m $17.6m 0.35% Unchanged
9 venBio Partners LLC 7.34% of their portfolio SAN FRANCISCO, CA 3,852,4703.9m $17.0m $17.0m 7.34% Unchanged
10 T. Rowe Price Investment Management, Inc. 0.01% of their portfolio BALTIMORE, MD 3,352,3073.4m $14.8m $14.8m 0.01% Added +1.2m +1,232,716
11 Blue Owl Capital Holdings LP 3.59% of their portfolio New York, NY 2,926,0282.9m $12.9m $12.9m 3.59% Added +100.0k +100,000
12 TYBOURNE CAPITAL MANAGEMENT (HK) LTD 2.61% of their portfolio HONG KONG, K3 2,906,6292.9m $12.8m $12.8m 2.61% Unchanged
13 GENERAL ATLANTIC, L.P. 0.40% of their portfolio New York, NY 2,889,6682.9m $12.7m $12.7m 0.40% Unchanged
14 SAMSARA BIOCAPITAL, LLC 2.33% of their portfolio PALO ALTO, CA 2,523,0222.5m $11.1m $11.1m 2.33% Unchanged
15 Artal Group S.A. 0.23% of their portfolio LUXEMBOURG, N4 2,020,8882.0m $8.9m $8.9m 0.23% Reduced -384.3k -384,255
16 Woodline Partners LP 0.08% of their portfolio San Francisco, CA 1,984,8102.0m $8.8m $8.8m 0.08% Added +963.6k +963,606
17 Palo Alto Investors LP 0.88% of their portfolio PALO ALTO, CA 1,715,1801.7m $7.6m $7.6m 0.88% Unchanged
18 Opaleye Management Inc. 1.59% of their portfolio BOSTON, MA 1,580,0001.6m $7.0m $7.0m 1.59% Unchanged
19 JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio FLORHAM PARK, NJ 1,479,8561.5m $6.5m $6.5m 0.03% Added +893.1k +893,110
20 Ikarian Capital, LLC 2.03% of their portfolio DALLAS, TX 1,475,0741.5m $6.5m $6.5m 2.03% Reduced -89.3k -89,266
21 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio Boston, MA 1,400,0001.4m $6.2m $6.2m 0.01% Reduced -1.9m -1,880,000
22 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,262,9831.3m $5.6m $5.6m 0.00% Added +33.0k +32,988
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,252,8161.3m $5.5m $5.5m 0.00% Reduced -744.2k -744,173
24 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,157,0021.2m $5.1m $5.1m 0.00% Added +28.7k +28,682
25 RTW INVESTMENTS, LP 0.07% of their portfolio NEW YORK, NY 978,310978.3k $4.3m $4.3m 0.07% Unchanged
26 Kynam Capital Management, LP 0.38% of their portfolio PRINCETON, NJ 831,310831.3k $3.7m $3.7m 0.38% Added +434.9k +434,931
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 799,632799.6k $3.5m $3.5m 0.00% Added +43.7k +43,732
28 DAFNA Capital Management LLC 0.73% of their portfolio LOS ANGELES, CA 693,609693.6k $3.1m $3.1m 0.73% Added +491.0k +491,022
29 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 603,871603.9k $2.7m $2.7m 0.00% Unchanged
30 KENNEDY CAPITAL MANAGEMENT LLC 0.05% of their portfolio ST LOUIS, MO 522,259522.3k $2.3m $2.3m 0.05% Added +35.7k +35,699
31 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 503,452503.5k $2.2m $2.2m 0.00% Reduced -15.6k -15,632
32 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 397,618397.6k $1.8m $1.8m 0.00% Added +272.6k +272,600
33 Almitas Capital LLC 0.69% of their portfolio SANTA MONICA, CA 376,116376.1k $1.7m $1.7m 0.69% New
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 336,074336.1k $1.5m $1.5m 0.00% Reduced -4.8k -4,797
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 257,795257.8k $1.1m $1.1m 0.00% Added +67.1k +67,092
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 223,395223.4k $985.2k $985.2k 0.00% Added +41.1k +41,058
37 Polar Asset Management Partners Inc. 0.03% of their portfolio TORONTO, A6 222,400222.4k $980.8k $980.8k 0.03% Unchanged
38 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 204,037204.0k $899.8k $899.8k 0.00% Reduced -165.2k -165,159
39 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 200,400200.4k $883.8k $883.8k 0.00% New
40 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 191,457191.5k $844.3k $844.3k 0.00% Unchanged
41 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 189,578189.6k $836.0k $836.0k 0.01% Added +149.2k +149,197
42 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio BALA CYNWYD, PA 160,167160.2k $706.3k $706.3k 0.02% New
43 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 157,093157.1k $692.8k $692.8k 0.00% New
44 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 138,595138.6k $611.2k $611.2k 0.00% Unchanged
45 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 134,184134.2k $590.0k $590.0k 0.00% New
46 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 123,470123.5k $544.5k $544.5k 0.00% New
47 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 108,384108.4k $478.0k $478.0k 0.00% Added +21.9k +21,859
48 PDT Partners, LLC 0.04% of their portfolio New York, NY 103,853103.9k $458.0k $458.0k 0.04% New
49 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 93,94993.9k $414.3k $414.3k 0.00% Reduced -2.0m -1,950,172
50 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 90,02290.0k $397.0k $397.0k 0.01% Added +55.1k +55,141
51 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 82,87382.9k $365.5k $365.5k 0.00% Added +55.8k +55,765
52 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 82,82882.8k $365.0k $365.0k 0.00% New
53 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.01% of their portfolio CHICAGO, IL 81,41281.4k $359.0k $359.0k 0.01% Added +10.0k +10,000
54 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 78,02378.0k $344.1k $344.1k 0.00% New
55 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 77,25077.2k $340.7k $340.7k 0.00% Added +8.6k +8,591
56 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 73,67073.7k $324.9k $324.9k 0.00% Added +16.9k +16,940
57 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 71,01571.0k $313.2k $313.2k 0.00% Added +60.2k +60,166
58 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 66,19366.2k $291.9k $291.9k 0.00% Added +37.8k +37,775
59 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 61,43061.4k $270.9k $270.9k 0.00% Added +14.1k +14,138
60 Dynamic Technology Lab Private Ltd 0.03% of their portfolio SINGAPORE, U0 60,33060.3k $266.0k $266.0k 0.03% New
61 PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 57,30757.3k $252.7k $252.7k 0.02% Added +16.3k +16,300
62 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 55,13455.1k $243.1k $243.1k 0.00% Reduced -38.4k -38,439
63 Shay Capital LLC 0.07% of their portfolio NEW YORK, NY 54,50054.5k $240.3k $240.3k 0.07% Added +27.3k +27,273
64 ADAR1 Capital Management, LLC 0.04% of their portfolio AUSTIN, TX 50,52150.5k $222.8k $222.8k 0.04% Added +35.5k +35,500
65 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 44,30044.3k $195.4k $195.4k 0.00% Added +4.5k +4,500
66 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 43,30043.3k $191.0k $191.0k 0.02% New
67 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 42,85242.9k $189.0k $189.0k 0.00% Added +4.7k +4,651
68 BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 41,98642.0k $185.2k $185.2k 0.01% Reduced -2.7k -2,657
69 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 39,26939.3k $173.2k $173.2k 0.00% First filing
70 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 37,54237.5k $165.6k $165.6k 0.00% Reduced -186.0k -185,958
71 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 37,42137.4k $165.0k $165.0k 0.00% First filing
72 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 37,41737.4k $165.0k $165.0k 0.00% Added +5.0k +4,988
73 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 37,34137.3k $164.0k $164.0k 0.00% New
74 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 36,37736.4k $160.4k $160.4k 0.00% Reduced -16.9k -16,946
75 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 34,24334.2k $151.0k $151.0k 0.00% Reduced -3.6k -3,591
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 33,07433.1k $145.9k $145.9k 0.00% Reduced -205 -205
77 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,48032.5k $143.2k $143.2k 0.00% Reduced -42.1k -42,107
78 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 31,88431.9k $140.6k $140.6k 0.00% Added +18.6k +18,628
79 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 31,22031.2k $137.7k $137.7k 0.00% Reduced -762.0k -761,950
80 UBS Group AG 0.00% of their portfolio ZURICH, V8 29,98530.0k $132.2k $132.2k 0.00% Reduced -221.1k -221,058
81 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 29,76929.8k $131.3k $131.3k 0.00% Added +4.2k +4,163
82 EntryPoint Capital, LLC 0.05% of their portfolio NEW YORK, NY 25,83025.8k $113.9k $113.9k 0.05% Added +14.8k +14,797
83 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 25,01625.0k $110.3k $110.3k 0.00% Added +2.3k +2,254
84 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 24,11724.1k $106.4k $106.4k 0.00% Reduced -2.0k -1,956
85 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 22,94422.9k $102.0k $102.0k 0.00% Added +2.2k +2,241
86 VIRTUS ADVISERS, LLC 0.04% of their portfolio HARTFORD, CT 20,76320.8k $91.6k $91.6k 0.04% Added +8.9k +8,862
87 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 19,30019.3k $85.1k $85.1k 0.01% Unchanged
88 Ghisallo Capital Management LLC 0.01% of their portfolio BOSTON, MA 17,50017.5k $77.2k $77.2k 0.01% Reduced -17.5k -17,500
89 SHERBROOKE PARK ADVISERS LLC 0.01% of their portfolio WHITE PLAINS, NY 16,83916.8k $74.3k $74.3k 0.01% Added +4.9k +4,924
90 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 15,84115.8k $69.9k $69.9k 0.00% Reduced -4.0k -4,030
91 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 14,08114.1k $62.1k $62.1k 0.00% Added +14.1k +14,057
92 OXFORD ASSET MANAGEMENT LLP 0.05% of their portfolio OXFORD, X0 12,27612.3k $54.1k $54.1k 0.05% Not comparable
93 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 11,65411.7k $51.0k $51.0k 0.00% New
94 China Universal Asset Management Co., Ltd. 0.01% of their portfolio SHANGHAI, F4 11,63611.6k $51.3k $51.3k 0.01% Reduced -7.1k -7,082
95 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 11,03811.0k $48.7k $48.7k 0.00% New
96 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 10,70010.7k $47.2k $47.2k 0.00% Added +10.4k +10,354
97 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 9,5189.5k $42.0k $42.0k 0.00% Added +4.2k +4,241
98 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,1158.1k $36.0k $36.0k 0.00% Added +4.5k +4,512
99 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 7,2437.2k $31.9k $31.9k 0.00% Unchanged
100 Legal & General Group Plc 0.00% of their portfolio London, X0 5,9536.0k $26.2k $26.2k 0.00% Reduced -708 -708