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ACCD

Accolade Inc

Delisted

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

156 hedge funds and large institutions have $755M invested in Accolade Inc in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

3% more funds holding

Funds holding: 151156 (+5)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $819M → $755M (-$64.1M)

82% less call options, than puts

Call options by funds: $4.27M | Put options by funds: $23.7M

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
53
Reduced
50
Closed
19
Calls
$4.27M
Puts
$23.7M
Net Calls
-$19.5M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$1.04M
US Bancorp
52
US Bancorp
Minnesota
$1.02M
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.01M
Tudor Investment Corp
54
Tudor Investment Corp
Connecticut
$1.01M -$4.47K -344 -0.5%
N
55
Numerai
California
$1M -$659K -50,757 -41%
First Trust Advisors
56
First Trust Advisors
Illinois
$976K +$941K +72,442 New
Legal & General Group
57
Legal & General Group
United Kingdom
$908K +$537K +41,374 +159%
HF
58
HRT Financial
New York
$894K +$658K +50,646 +321%
BCI
59
Brinker Capital Investments
Pennsylvania
$885K -$55.4K -4,266 -6%
OPS
60
Orion Portfolio Solutions
Nebraska
$885K -$55.4K -4,266 -6%
PFM
61
Premier Fund Managers
United Kingdom
$872K
Corient Private Wealth
62
Corient Private Wealth
Florida
$849K +$387K +29,773 +89%
MMA
63
Miracle Mile Advisors
California
$802K
AWE
64
Avidian Wealth Enterprises
Texas
$772K -$2.88M -221,738 -79%
AG
65
Algert Global
California
$754K -$2.81M -216,454 -79%
ACM
66
Advisors Capital Management
New Jersey
$682K +$2.35K +181 +0.4%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$672K +$249K +19,155 +62%
DFCM
68
Dark Forest Capital Management
Puerto Rico
$654K +$554K +42,688 +729%
DTL
69
Dynamic Technology Lab
Singapore
$649K +$625K +48,163 New
AWS
70
AJ Wealth Strategies
New York
$587K
WWP
71
Waypoint Wealth Partners
California
$585K
Simplex Trading
72
Simplex Trading
Illinois
$570K +$192K +14,811 +54%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$478K +$12.3K +945 +3%
Group One Trading
74
Group One Trading
Illinois
$470K -$59.2K -4,557 -12%
MIM
75
MetLife Investment Management
New Jersey
$466K

ACCD Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q2 2023, worth a combined $755M — down 7.8% from $819M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACCD positions and 19 closed out — a net gain of 6 holders — while 53 added to existing stakes and 50 trimmed.

The largest buyer was Brown Advisory, adding an estimated $12.4M. The largest seller was Sepio Capital, cutting an estimated $16.5M.

  • 156 institutional investors held Accolade Inc (ACCD) as of Q2 2023, up from 151 in Q1 2023.
  • Funds reported $755M of Accolade Inc stock for Q2 2023, down 7.8% quarter-over-quarter.
  • 25 funds opened new Accolade Inc positions in Q2 2023 and 19 closed out, a net change of +6 holders.
  • The largest Accolade Inc buyer in Q2 2023 was Brown Advisory, an estimated $12.4M added.
  • The largest Accolade Inc seller in Q2 2023 was Sepio Capital, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2023.