We are live on ! Find out more
ACCD

Accolade Inc

Delisted

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

150 hedge funds and large institutions have $715M invested in Accolade Inc in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

6% more funds holding

Funds holding: 141150 (+9)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less capital invested

Capital invested by funds: $813M → $715M (-$97.9M)

78% less call options, than puts

Call options by funds: $3.86M | Put options by funds: $17.6M

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
53
Reduced
49
Closed
15
Calls
$3.86M
Puts
$17.6M
Net Calls
-$13.7M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
NCGI
26
Next Century Growth Investors
Minnesota
$4.82M +$5.23M +460,283 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.5M +$610K +53,637 +14%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$4.45M +$4.8M +422,441 +19,440%
Goldman Sachs
29
Goldman Sachs
New York
$4.12M +$3.27M +287,598 +274%
Bank of America
30
Bank of America
North Carolina
$3.97M +$623K +54,832 +17%
IC
31
IEQ Capital
California
$2.72M -$9.72M -854,943 -77%
Ameriprise
32
Ameriprise
Minnesota
$2.29M -$276K -24,288 -10%
TI
33
Trexquant Investment
Connecticut
$1.97M +$2.13M +187,817 New
Deutsche Bank
34
Deutsche Bank
Germany
$1.86M -$95.5K -8,401 -5%
Stifel Financial
35
Stifel Financial
Missouri
$1.86M +$374K +32,875 +23%
ET
36
Equitable Trust
Tennessee
$1.62M
AG
37
Algert Global
California
$1.46M +$1.39M +122,578 +717%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.44M +$26.1K +2,300 +2%
UBS Group
39
UBS Group
Switzerland
$1.19M +$79.1K +6,955 +7%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.19M +$1.09M +95,932 +559%
MCM
41
McKinley Capital Management
Alaska
$1.16M +$1.25M +110,250 New
First Trust Advisors
42
First Trust Advisors
Illinois
$1.15M +$881K +77,500 +243%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$1.11M -$2.49M -218,851 -67%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.06M +$18.4K +1,623 +2%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$1.05M
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$1.04M
Lazard Asset Management
47
Lazard Asset Management
New York
$1.03M -$101K -8,860 -8%
CS
48
Credit Suisse
Switzerland
$978K +$79.8K +7,023 +8%
CAM
49
ClariVest Asset Management
California
$895K -$8.75K -770 -0.9%
CAM
50
Cresset Asset Management
Illinois
$868K +$9.81K +863 +1%

ACCD Hedge Fund Activity: Q1 2024 in Review

150 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q1 2024, worth a combined $715M — down 12% from $813M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACCD positions and 15 closed out — a net gain of 10 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was Deerfield Management, opening a new position worth an estimated $27.1M. The largest seller was ARK Investment Management, cutting an estimated $13.6M.

  • 150 institutional investors held Accolade Inc (ACCD) as of Q1 2024, up from 141 in Q4 2023.
  • Funds reported $715M of Accolade Inc stock for Q1 2024, down 12% quarter-over-quarter.
  • 25 funds opened new Accolade Inc positions in Q1 2024 and 15 closed out, a net change of +10 holders.
  • The largest Accolade Inc buyer in Q1 2024 was Deerfield Management, an estimated $27.1M added.
  • The largest Accolade Inc seller in Q1 2024 was ARK Investment Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2024.