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ACCD

Accolade Inc

Delisted

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

158 hedge funds and large institutions have $412M invested in Accolade Inc in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

3% more funds holding

Funds holding: 154158 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

37% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $3.81M

57% less capital invested

Capital invested by funds: $968M → $412M (-$555M)

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
64
Reduced
34
Closed
33
Calls
$2.38M
Puts
$3.81M
Net Calls
-$1.43M
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$23K -$67.1K -7,672 -71%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$22K -$2.85M -326,328 -99%
WT
128
Whittier Trust
California
$13K -$289 -33 -2%
Canada Life
129
Canada Life
Manitoba, Canada
$13K
DFCM
130
Dark Forest Capital Management
Puerto Rico
$13K +$79 +9 +0.5%
Macquarie Group
131
Macquarie Group
Australia
$12K
CI
132
CX Institutional
Indiana
$11K +$13.1K +1,500 New
CAL
133
Capital Advisors Ltd
Ohio
$9K -$17 -2 -0.2%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$9K
BCV
135
Banque Cantonale Vaudoise
Switzerland
$8K +$761 +87 +9%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$8K +$6.46K +738 +199%
SOW
137
State of Wyoming
Wyoming
$8K +$9.54K +1,091 New
EIM
138
Essex Investment Management
Massachusetts
$7K -$1.58M -180,123 -99%
FHA
139
First Horizon Advisors
Tennessee
$5K +$4.94K +565 +249%
CCM
140
Covington Capital Management
California
$4K
TWA
141
TCI Wealth Advisors
Arizona
$4K +$1.29K +148 +37%
LSA
142
Leonteq Securities AG
Switzerland
$3.46K +$4.09K +468 New
AssetMark Inc
143
AssetMark Inc
California
$3K +$1.75K +200 +90%
LC
144
Lindbrook Capital
California
$3K +$3.6K +412 +698%
EWA
145
EverSource Wealth Advisors
Alabama
$2K +$2.57K +294 New
Franklin Resources
146
Franklin Resources
California
$1K -$8.53M -975,555 -100%
QCG
147
Quadrant Capital Group
Ohio
$1K -$446 -51 -28%
NFSG
148
Newbridge Financial Services Group
Florida
$1K
SFCL
149
Strengthening Families & Communities LLC
Massachusetts
$1K
S
150
SignatureFD
Georgia
$1K +$210 +24 +43%

ACCD Hedge Fund Activity: Q2 2022 in Review

158 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q2 2022, worth a combined $412M — down 57% from $968M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ACCD positions and 33 closed out — a net gain of 6 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.3M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $36.7M sold.

  • 158 institutional investors held Accolade Inc (ACCD) as of Q2 2022, up from 154 in Q1 2022.
  • Funds reported $412M of Accolade Inc stock for Q2 2022, down 57% quarter-over-quarter.
  • 39 funds opened new Accolade Inc positions in Q2 2022 and 33 closed out, a net change of +6 holders.
  • The largest Accolade Inc buyer in Q2 2022 was JP Morgan Chase, an estimated $21.3M added.
  • The largest Accolade Inc seller in Q2 2022 was Janus Henderson Group, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2022.