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ACCD

Accolade Inc

Delisted

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

149 hedge funds and large institutions have $651M invested in Accolade Inc in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $412M → $651M (+$239M)

26% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 46

6% less funds holding

Funds holding: 158149 (-9)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

56% less call options, than puts

Call options by funds: $3.4M | Put options by funds: $7.64M

Holders
149
Holders Change
-9
Holders Change %
-5.7%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
16
Increased
58
Reduced
46
Closed
25
Calls
$3.4M
Puts
$7.64M
Net Calls
-$4.24M
Net Calls Change
-$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$67.9M -$803K -73,665 -1%
Brown Advisory
2
Brown Advisory
Maryland
$67.9M -$909K -83,439 -1%
AIM
3
ARK Investment Management
Florida
$67.6M -$3.62M -331,910 -5%
BlackRock
4
BlackRock
New York
$55.3M +$2.39M +218,886 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$50.4M +$3.58M +328,433 +8%
AEPIP
6
AH Equity Partners IV (Parallel)
California
$43.2M
BG
7
Bellevue Group
Switzerland
$40.8M -$687K -63,016 -2%
RSCM
8
Rock Springs Capital Management
Maryland
$26M +$807K +74,000 +3%
Millennium Management
9
Millennium Management
New York
$19.4M -$4.63M -424,836 -20%
AEPI
10
AH Equity Partners IV
California
$18.5M
State Street
11
State Street
Massachusetts
$16.9M +$1.24M +113,598 +8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$13.4M +$1.27M +116,722 +11%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$11M -$1.09M -99,840 -9%
NAMA
14
Nikko Asset Management Americas
New York
$9.75M -$5.44K -499 -0.1%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$9.64M -$5.44K -499 -0.1%
Morgan Stanley
16
Morgan Stanley
New York
$7.77M +$38.1K +3,500 +0.5%
Northern Trust
17
Northern Trust
Illinois
$7.77M +$1.46M +134,016 +25%
Renaissance Technologies
18
Renaissance Technologies
New York
$6.74M +$1.37M +125,500 +27%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$6.37M +$6.08M +557,943 New
Citadel Advisors
20
Citadel Advisors
Florida
$6.2M +$5.73M +525,389 +3,051%
Charles Schwab
21
Charles Schwab
California
$5.17M +$440K +40,369 +10%
FAM
22
Fred Alger Management
New York
$5.01M +$2.83M +259,891 +145%
Goldman Sachs
23
Goldman Sachs
New York
$4.56M -$1.33M -122,039 -23%
Bank of America
24
Bank of America
North Carolina
$4.37M +$562K +51,603 +16%
CCA
25
Cross Creek Advisors
Utah
$4.08M

ACCD Hedge Fund Activity: Q3 2022 in Review

149 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q3 2022, worth a combined $651M — up 58% from $412M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ACCD and 16 opened new positions — a net loss of 9 holders — while 46 trimmed existing stakes and 58 added.

The largest buyer was Point72 Asset Management, opening a new position worth an estimated $6.08M. The largest seller was Principal Financial Group, cutting an estimated $6.13M.

  • 149 institutional investors held Accolade Inc (ACCD) as of Q3 2022, down from 158 in Q2 2022.
  • Funds reported $651M of Accolade Inc stock for Q3 2022, up 58% quarter-over-quarter.
  • 16 funds opened new Accolade Inc positions in Q3 2022 and 25 closed out, a net change of -9 holders.
  • The largest Accolade Inc buyer in Q3 2022 was Point72 Asset Management, an estimated $6.08M added.
  • The largest Accolade Inc seller in Q3 2022 was Principal Financial Group, an estimated $6.13M sold.

Based on aggregated 13F filings for Q3 2022.