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ACCD

Accolade Inc

Delisted

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

159 hedge funds and large institutions have $1.44B invested in Accolade Inc in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $6.91M

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

5% less funds holding

Funds holding: 167159 (-8)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

29% less capital invested

Capital invested by funds: $2.03B → $1.44B (-$596M)

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
25
Increased
64
Reduced
51
Closed
29
Calls
$11.2M
Puts
$6.91M
Net Calls
+$4.3M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$3.04M +$3.77M +115,177 New
AWE
52
Avidian Wealth Enterprises
Texas
$2.93M +$921K +28,103 +34%
DekaBank Deutsche Girozentrale
53
DekaBank Deutsche Girozentrale
Germany
$2.71M +$1.87M +57,200 +118%
Squarepoint
54
Squarepoint
New York
$2.67M +$1.6M +48,859 +94%
FCC
55
Founders Circle Capital
California
$2.64M -$4.35M -132,802 -57%
Ameriprise
56
Ameriprise
Minnesota
$2.16M -$14.3M -437,355 -84%
EIM
57
Essex Investment Management
Massachusetts
$2.15M -$978K -29,842 -27%
OCM
58
Osterweis Capital Management
California
$2.11M -$3.56M -108,790 -58%
Swiss National Bank
59
Swiss National Bank
Switzerland
$2.11M +$295K +9,000 +13%
US Bancorp
60
US Bancorp
Minnesota
$2.04M +$2.5M +76,360 +8,004%
Vontobel Holding
61
Vontobel Holding
Switzerland
$1.91M -$1.11M -33,883 -32%
ACM
62
AlphaCrest Capital Management
New York
$1.73M +$2.15M +65,559 New
RJA
63
Raymond James & Associates
Florida
$1.71M -$125K -3,820 -6%
AllianceBernstein
64
AllianceBernstein
Tennessee
$1.63M -$358K -10,917 -15%
Jane Street
65
Jane Street
New York
$1.62M +$1.55M +47,395 +336%
UBS Group
66
UBS Group
Switzerland
$1.6M +$1M +30,665 +102%
BA
67
Bridgewater Associates
Connecticut
$1.59M -$24.9K -760 -1%
E
68
Ergoteles
New York
$1.59M +$1.97M +60,149 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.53M +$139K +4,239 +8%
KOCAA
70
Knights of Columbus Asset Advisors
Connecticut
$1.42M +$31K +945 +2%
HF
71
HRT Financial
New York
$1.4M +$1.74M +53,248 New
PM
72
Prosight Management
Texas
$1.32M -$1.57M -47,988 -49%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$1.31M -$26.5K -810 -2%
BAM
74
Bullseye Asset Management
Colorado
$1.3M
UBS AM
75
UBS AM
Illinois
$1.25M +$295K +8,988 +23%

ACCD Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q4 2021, worth a combined $1.44B — down 29% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ACCD and 25 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 64 added.

The largest buyer was JP Morgan Chase, adding an estimated $52.9M. The largest seller was Select Equity Group, cutting an estimated $59.6M.

  • 159 institutional investors held Accolade Inc (ACCD) as of Q4 2021, down from 167 in Q3 2021.
  • Funds reported $1.44B of Accolade Inc stock for Q4 2021, down 29% quarter-over-quarter.
  • 25 funds opened new Accolade Inc positions in Q4 2021 and 29 closed out, a net change of -4 holders.
  • The largest Accolade Inc buyer in Q4 2021 was JP Morgan Chase, an estimated $52.9M added.
  • The largest Accolade Inc seller in Q4 2021 was Select Equity Group, an estimated $59.6M sold.

Based on aggregated 13F filings for Q4 2021.