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STRM

Streamline Health Solutions

Delisted

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

45 hedge funds and large institutions have $17.4M invested in Streamline Health Solutions in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

13% more funds holding

Funds holding: 4045 (+5)

0.09% less ownership

Funds ownership: 2.17%2.08% (-0.09%)

28% less capital invested

Capital invested by funds: $24.3M → $17.4M (-$6.89M)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
9
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$28.1K
OMC
27
Overbrook Management Corp
New York
$27.8K
TDC
28
Thompson Davis & Co
Virginia
$26.3K -$27.5K -1,584 -47%
Creative Planning
29
Creative Planning
Kansas
$24.2K +$28.9K +1,667 New
LAS
30
Lloyd Advisory Services
Georgia
$23.3K +$27.9K +1,609 New
NG
31
Norden Group
Utah
$23.3K +$27.9K +1,609 New
HF
32
HRT Financial
New York
$21K +$26.3K +1,515 New
FW
33
FirstPurpose Wealth
Utah
$13.7K
Jane Street
34
Jane Street
New York
$13.2K +$15.8K +912 New
Osaic Holdings
35
Osaic Holdings
Arizona
$13.1K +$1.15K +66 +8%
TSS
36
Two Sigma Securities
New York
$12.5K +$2.05K +118 +16%
VF
37
Virtu Financial
New York
$12K +$14.3K +826 New
BC
38
Bartlett & Co
Ohio
$10K
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$9.84K -$3.44K -198 -23%
BCWM
40
Bartlett & Co Wealth Management
Ohio
$9.68K
DI
41
DFPG Investments
Utah
$4.28K -$18K -1,034 -55%
TRCT
42
Tower Research Capital (TRC)
New York
$3.23K -$3.37K -194 -47%
First Manhattan
43
First Manhattan
New York
$511
Wells Fargo
44
Wells Fargo
California
$338 -$52 -3 -12%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$2
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
-$28.6K -1,500 Closed
Cerity Partners
47
Cerity Partners
New York
-$20.3K -1,066 Closed
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
-$104 -6 -60%

STRM Hedge Fund Activity: Q3 2023 in Review

45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Streamline Health Solutions (STRM) for Q3 2023, worth a combined $17.4M — down 28% from $24.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STRM positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 13 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $76.7K. The largest seller was Punch & Associates Investment Management, cutting an estimated $1.55M.

  • 45 institutional investors held Streamline Health Solutions (STRM) as of Q3 2023, up from 40 in Q2 2023.
  • Funds reported $17.4M of Streamline Health Solutions stock for Q3 2023, down 28% quarter-over-quarter.
  • 8 funds opened new Streamline Health Solutions positions in Q3 2023 and 2 closed out, a net change of +6 holders.
  • The largest Streamline Health Solutions buyer in Q3 2023 was Citadel Advisors, an estimated $76.7K added.
  • The largest Streamline Health Solutions seller in Q3 2023 was Punch & Associates Investment Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q3 2023.