Streamline Health Solutions
STRM
STRM was delisted on the 11th of August, 2025.
29 hedge funds and large institutions have $5.93M invested in Streamline Health Solutions in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 9 closing their positions.
0.72% less ownership
Funds ownership: 2.12% → 1.4% (-0.72%)
27% less capital invested
Capital invested by funds: $8.07M → $5.93M (-$2.14M)
28% less funds holding
Funds holding: 40 → 29 (-11)
69% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 13
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Salem Investment Counselors
Winston Salem,
North Carolina
|
+$8.22K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.26K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$601 |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$518 |
| 5 |
Renaissance Technologies
New York
|
+$173 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Austin Wealth Management
Austin,
Texas
|
-$390K |
| 2 |
AIA
Alera Investment Advisors
Deerfield,
Illinois
|
-$42.5K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$39.4K |
| 4 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$25.5K |
| 5 |
Morgan Stanley
New York
|
-$20.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
First Manhattan
New York
| $253 | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $177 | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $102 | +$69 | +10 | +250% |
|
29
Qube Research & Technologies (QRT)
London,
United Kingdom
| $1 | – | – | – |
|
|
AIA
30
Alera Investment Advisors
Deerfield,
Illinois
| – | -$42.5K | -6,667 | Closed |
|
|
MCWS
31
McKinley Carter Wealth Services
Wheeling,
West Virginia
| – | -$25.5K | -4,000 | Closed |
|
|
HF
32
HRT Financial
New York
| – | -$14K | -2,237 | Closed |
|
|
NG
33
Norden Group
Provo,
Utah
| – | -$7.03K | -1,103 | Closed |
|
|
VF
34
Virtu Financial
New York
| – | -$7K | -1,045 | Closed |
|
|
FW
35
FirstPurpose Wealth
Orem,
Utah
| – | -$5.16K | -810 | Closed |
|
|
TDC
36
Thompson Davis & Co
Richmond,
Virginia
| – | -$4.89K | -767 | Closed |
|
37
Ameriprise
Minneapolis,
Minnesota
| – | -$4.67K | -733 | Closed |
|
|
BCWM
38
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$4.47K | -667 | Closed |
|
39
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$35 | -5 | -24% |
|
STRM Hedge Fund Activity: Q1 2024 in Review
29 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Streamline Health Solutions (STRM) for Q1 2024, worth a combined $5.93M — down 27% from $8.07M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of STRM and 2 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 4 added.
The largest buyer was Salem Investment Counselors, opening a new position worth an estimated $8.22K. The largest seller was Austin Wealth Management, cutting an estimated $390K.
- 29 institutional investors held Streamline Health Solutions (STRM) as of Q1 2024, down from 40 in Q4 2023.
- Funds reported $5.93M of Streamline Health Solutions stock for Q1 2024, down 27% quarter-over-quarter.
- 2 funds opened new Streamline Health Solutions positions in Q1 2024 and 9 closed out, a net change of -7 holders.
- The largest Streamline Health Solutions buyer in Q1 2024 was Salem Investment Counselors, an estimated $8.22K added.
- The largest Streamline Health Solutions seller in Q1 2024 was Austin Wealth Management, an estimated $390K sold.
Based on aggregated 13F filings for Q1 2024.