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STRM

Streamline Health Solutions

Delisted

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

40 hedge funds and large institutions have $8.07M invested in Streamline Health Solutions in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.04% more ownership

Funds ownership: 2.08%2.12% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 4540 (-5)

54% less capital invested

Capital invested by funds: $17.4M → $8.07M (-$9.33M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
12
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
26
Portside Wealth Group
Utah
$9.15K -$15.4K -2,415 -63%
TRCT
27
Tower Research Capital (TRC)
New York
$8.31K +$6.89K +1,082 +487%
NG
28
Norden Group
Utah
$7.03K -$3.22K -506 -31%
VF
29
Virtu Financial
New York
$7K +$1.4K +219 +27%
DI
30
DFPG Investments
Utah
$6.06K -$191 -30 -3%
FW
31
FirstPurpose Wealth
Utah
$5.16K -$847 -133 -14%
TDC
32
Thompson Davis & Co
Virginia
$4.89K -$6.66K -1,046 -58%
Ameriprise
33
Ameriprise
Minnesota
$4.67K +$4.67K +733 New
BCWM
34
Bartlett & Co Wealth Management
Ohio
$4.47K
BC
35
Bartlett & Co
Ohio
$4K
Osaic Holdings
36
Osaic Holdings
Arizona
$1.35K -$4.4K -691 -76%
First Manhattan
37
First Manhattan
New York
$224
Wells Fargo
38
Wells Fargo
California
$160 +$13 +2 +9%
Bank of America
39
Bank of America
North Carolina
$22 +$25 +4 New
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$1
BFM
41
Boothbay Fund Management
New York
-$159K -10,970 Closed
Citadel Advisors
42
Citadel Advisors
Florida
-$114K -7,862 Closed
PAIM
43
Punch & Associates Investment Management
Minnesota
-$103K -7,100 Closed
BTWM
44
Baker Tilly Wealth Management
Wisconsin
-$30.1K -2,074 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$29.6K -2,038 Closed
Creative Planning
46
Creative Planning
Kansas
-$24.2K -1,667 Closed
LAS
47
Lloyd Advisory Services
Georgia
-$23.3K -1,609 Closed
Jane Street
48
Jane Street
New York
-$13.2K -912 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
-$9.84K -678 Closed
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
+$108 +17 +425%

STRM Hedge Fund Activity: Q4 2023 in Review

40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Streamline Health Solutions (STRM) for Q4 2023, worth a combined $8.07M — down 54% from $17.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of STRM and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 12 added.

The largest buyer was Perkins Capital Management, adding an estimated $214K. The largest seller was UBS Group, cutting an estimated $194K.

  • 40 institutional investors held Streamline Health Solutions (STRM) as of Q4 2023, down from 45 in Q3 2023.
  • Funds reported $8.07M of Streamline Health Solutions stock for Q4 2023, down 54% quarter-over-quarter.
  • 4 funds opened new Streamline Health Solutions positions in Q4 2023 and 9 closed out, a net change of -5 holders.
  • The largest Streamline Health Solutions buyer in Q4 2023 was Perkins Capital Management, an estimated $214K added.
  • The largest Streamline Health Solutions seller in Q4 2023 was UBS Group, an estimated $194K sold.

Based on aggregated 13F filings for Q4 2023.