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STRM

Streamline Health Solutions

Delisted

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

30 hedge funds and large institutions have $5.72M invested in Streamline Health Solutions in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 2930 (+1)

0.07% less ownership

Funds ownership: 1.4%1.33% (-0.07%)

4% less capital invested

Capital invested by funds: $5.93M → $5.72M (-$208K)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$4.61K +$3.96K +667 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1K
Osaic Holdings
28
Osaic Holdings
Arizona
$460
Bank of America
29
Bank of America
North Carolina
$190 +$77 +13 +93%
PWG
30
Portside Wealth Group
Utah
-$8.88K -1,234 Closed
First Manhattan
31
First Manhattan
New York
-$253 -35 Closed
Wells Fargo
32
Wells Fargo
California
-$177 -25 Closed
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
+$95 +16 +100%

STRM Hedge Fund Activity: Q2 2024 in Review

30 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Streamline Health Solutions (STRM) for Q2 2024, worth a combined $5.72M — down 3.5% from $5.93M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new STRM positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Salem Investment Counselors, adding an estimated $71.4K. The largest seller was Herald Investment Management, cutting an estimated $39.5K.

  • 30 institutional investors held Streamline Health Solutions (STRM) as of Q2 2024, up from 29 in Q1 2024.
  • Funds reported $5.72M of Streamline Health Solutions stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 4 funds opened new Streamline Health Solutions positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest Streamline Health Solutions buyer in Q2 2024 was Salem Investment Counselors, an estimated $71.4K added.
  • The largest Streamline Health Solutions seller in Q2 2024 was Herald Investment Management, an estimated $39.5K sold.

Based on aggregated 13F filings for Q2 2024.