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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
BTI
151
Blue Trust Inc
Georgia
$1K +$376 +43 New
GWS
152
Glassman Wealth Services
Virginia
$1K +$883 +101 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$1K +$1.04K +119 +3,967%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$743 +$764K +87,340 New
Janus Henderson Group
155
Janus Henderson Group
United Kingdom
-$36.7M -2,087,938 Closed
BAMCO Inc
156
BAMCO Inc
New York
-$17.8M -1,014,547 Closed
Jennison Associates
157
Jennison Associates
New York
-$12.7M -721,114 Closed
SAM
158
Silvercrest Asset Management
New York
-$7.74M -440,924 Closed
PA
159
Perceptive Advisors
New York
-$5.81M -330,682 Closed
EVM
160
Eaton Vance Management
Massachusetts
-$4.69M -267,242 Closed
AACP
161
Advantage Alpha Capital Partners
California
-$3.62M -206,248 Closed
RPAM
162
Rhenman & Partners Asset Management
Sweden
-$3.51M -200,000 Closed
OCM
163
Osterweis Capital Management
California
-$2.91M -165,689 Closed
PM
164
Prosight Management
Texas
-$2.18M -124,393 Closed
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
-$1.67M -94,932 Closed
TC
166
TwinBeech Capital
New York
-$1.4M -79,689 Closed
Vontobel Holding
167
Vontobel Holding
Switzerland
-$1.26M -70,038 Closed
EGM
168
Engineers Gate Manager
New York
-$1.1M -62,851 Closed
E
169
Ergoteles
New York
-$978K -55,700 Closed
BAM
170
Bullseye Asset Management
Colorado
-$876K -49,900 Closed
RJFSA
171
Raymond James Financial Services Advisors
Florida
-$603K -34,325 Closed
Holocene Advisors
172
Holocene Advisors
New York
-$464K -26,422 Closed
Select Equity Group
173
Select Equity Group
New York
-$460K -26,186 Closed
TD Asset Management
174
TD Asset Management
Ontario, Canada
-$392K -22,308 Closed
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
-$315K -17,946 Closed

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.