STRM

Streamline Health Solutions
STRM

Overview Fund Activity
Delisted

STRM was delisted on the 11th of August, 2025.

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40 hedge funds and large institutions have $24.3M invested in Streamline Health Solutions in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
11
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$638K
2
PWG
2
Portside Wealth Group
Utah
$81.4K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$503K
4
BWM
4
BerganKDV Wealth Management
Minnesota
$31.8K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.11M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
TDC
2
Thompson Davis & Co
Virginia
$64.7K
3
TC
3
TownSquare Capital
Utah
$381K
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
BFM
5
Boothbay Fund Management
New York
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
DI
26
DFPG Investments
Utah
$36.7K 28,455 +1,183 +4%
OMC
27
Overbrook Management Corp
New York
$36.5K 28,762 – –
BWM
28
BerganKDV Wealth Management
Minnesota
$31.8K 25,000 +25,000 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$28.6K 22,500 – –
Cerity Partners
30
Cerity Partners
New York
$20.3K 15,988 +15,988 New
FW
31
FirstPurpose Wealth
Utah
$18K 14,145 +615 +5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$16.7K 13,135 +1,417 +12%
Osaic Holdings
33
Osaic Holdings
Arizona
$16K 12,573 +417 +3%
TSS
34
Two Sigma Securities
New York
$14.1K 11,139 +11,139 New
BC
35
Bartlett & Co
Ohio
$13K 10,000 – –
BCWM
36
Bartlett & Co Wealth Management
Ohio
$12.7K 10,000 – –
TRCT
37
Tower Research Capital (TRC)
New York
$7.93K 6,245 -1,684 -21%
First Manhattan
38
First Manhattan
New York
$671 529 – –
Wells Fargo
39
Wells Fargo
California
$488 384 +23 +6%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
– – -31,090 Closed
Prudential Financial
41
Prudential Financial
New Jersey
– – -16,224 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$0 153 +153 New
1
2