We are live on ! Find out more
ACCD

Accolade Inc

Delisted

ACCD was delisted on the 7th of April, 2025.

141 hedge funds and large institutions have $813M invested in Accolade Inc in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

32% more capital invested

Capital invested by funds: $615M → $813M (+$198M)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

6% less funds holding

Funds holding: 150141 (-9)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

84% less call options, than puts

Call options by funds: $3.2M | Put options by funds: $20.1M

Holders
141
Holders Change
-9
Holders Change %
-6%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
23
Increased
51
Reduced
46
Closed
32
Calls
$3.2M
Puts
$20.1M
Net Calls
-$16.9M
Net Calls Change
-$763K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$3.9M -$4.33M -506,009 -61%
Bank of America
27
Bank of America
North Carolina
$3.89M +$142K +16,636 +5%
Prudential Financial
28
Prudential Financial
New Jersey
$3.62M -$828K -96,710 -24%
Millennium Management
29
Millennium Management
New York
$2.94M +$731K +85,347 +53%
Ameriprise
30
Ameriprise
Minnesota
$2.92M +$591K +68,986 +40%
WP
31
Woodline Partners
California
$2.89M -$8.01M -934,963 -80%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.44M -$169K -19,739 -9%
Deutsche Bank
33
Deutsche Bank
Germany
$2.24M -$103K -12,019 -6%
ET
34
Equitable Trust
Tennessee
$1.86M
Stifel Financial
35
Stifel Financial
Missouri
$1.74M +$123K +14,335 +11%
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.62M -$123K -14,400 -10%
Barclays
37
Barclays
United Kingdom
$1.55M +$782K +91,286 +243%
Group One Trading
38
Group One Trading
Illinois
$1.46M +$587K +68,478 +130%
Lazard Asset Management
39
Lazard Asset Management
New York
$1.29M -$60.1K -7,014 -6%
UBS Group
40
UBS Group
Switzerland
$1.28M -$492K -57,463 -35%
Goldman Sachs
41
Goldman Sachs
New York
$1.26M -$2.8M -326,794 -76%
Invesco
42
Invesco
Georgia
$1.24M -$21K -2,452 -2%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$1.24M -$55.8K -6,513 -6%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$1.23M
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.2M -$24.9K -2,911 -3%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$1.16M -$3.41M -398,387 -82%
Simplex Trading
47
Simplex Trading
Illinois
$1.11M +$391K +45,653 +97%
CS
48
Credit Suisse
Switzerland
$1.04M +$31.2K +3,640 +4%
UBS AM
49
UBS AM
Illinois
$1.04M +$92.7K +10,819 +14%
CAM
50
ClariVest Asset Management
California
$1.03M -$642 -75 -0.1%

ACCD Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q4 2023, worth a combined $813M — up 32% from $615M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ACCD and 23 opened new positions — a net loss of 9 holders — while 46 trimmed existing stakes and 51 added.

The largest buyer was IEQ Capital, opening a new position worth an estimated $9.55M. The largest seller was Woodline Partners, cutting an estimated $8.01M.

  • 141 institutional investors held Accolade Inc (ACCD) as of Q4 2023, down from 150 in Q3 2023.
  • Funds reported $813M of Accolade Inc stock for Q4 2023, up 32% quarter-over-quarter.
  • 23 funds opened new Accolade Inc positions in Q4 2023 and 32 closed out, a net change of -9 holders.
  • The largest Accolade Inc buyer in Q4 2023 was IEQ Capital, an estimated $9.55M added.
  • The largest Accolade Inc seller in Q4 2023 was Woodline Partners, an estimated $8.01M sold.

Based on aggregated 13F filings for Q4 2023.