Streamline Health Solutions
STRM
STRM was delisted on the 11th of August, 2025.
37 hedge funds and large institutions have $28.3M invested in Streamline Health Solutions in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
46% more capital invested
Capital invested by funds: $19.5M → $28.3M (+$8.88M)
16% more funds holding
Funds holding: 32 → 37 (+5)
0.15% less ownership
Funds ownership: 2.24% → 2.08% (-0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
+$1.23M |
| 2 |
NHC
Nicholas Hoffman & Company
Atlanta,
Georgia
|
+$785K |
| 3 |
HIM
Herald Investment Management
London,
United Kingdom
|
+$614K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
+$230K |
| 5 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
+$71.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$403K |
| 2 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
-$97.7K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$57.5K |
| 4 |
Millennium Management
New York
|
-$13K |
| 5 |
HWM
HighMark Wealth Management
St. Paul,
Minnesota
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTWM
26
Baker Tilly Wealth Management
Madison,
Wisconsin
| $23.7K | +$24.4K | +1,001 | New |
|
|
VF
27
Virtu Financial
New York
| $22K | -$2.51K | -103 | -10% |
|
|
DI
28
DFPG Investments
Sandy,
Utah
| $18.6K | +$17.9K | +737 | New |
|
|
E
29
Ergoteles
New York
| $18.4K | +$18.8K | +774 | New |
|
|
BC
30
Bartlett & Co
Cincinnati,
Ohio
| $16K | – | – | – |
|
|
BCWM
31
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $15.8K | – | – | – |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $11K | +$8.78K | +361 | +539% |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $8K | +$414 | +17 | +5% |
|
|
EIM
34
Essex Investment Management
Boston,
Massachusetts
| $3K | – | – | – |
|
35
First Manhattan
New York
| $835 | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $477 | – | – | – |
|
37
Bank of America
Charlotte,
North Carolina
| $68 | +$73 | +3 | New |
|
|
38
Creative Planning
Overland Park,
Kansas
| – | -$403K | -22,597 | Closed |
|
|
39
Millennium Management
New York
| – | -$13K | -705 | Closed |
|
|
HWM
40
HighMark Wealth Management
St. Paul,
Minnesota
| – | -$3K | -147 | Closed |
|
STRM Hedge Fund Activity: Q4 2022 in Review
37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Streamline Health Solutions (STRM) for Q4 2022, worth a combined $28.3M — up 46% from $19.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new STRM positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Harbert Fund Advisors, adding an estimated $1.23M. The largest seller was Creative Planning, exiting entirely with an estimated $403K sold.
- 37 institutional investors held Streamline Health Solutions (STRM) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $28.3M of Streamline Health Solutions stock for Q4 2022, up 46% quarter-over-quarter.
- 9 funds opened new Streamline Health Solutions positions in Q4 2022 and 4 closed out, a net change of +5 holders.
- The largest Streamline Health Solutions buyer in Q4 2022 was Harbert Fund Advisors, an estimated $1.23M added.
- The largest Streamline Health Solutions seller in Q4 2022 was Creative Planning, an estimated $403K sold.
Based on aggregated 13F filings for Q4 2022.