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BTRS

BTRS Holdings Inc. Class 1 Common Stock
BTRS

Delisted

BTRS was delisted on the 15th of December, 2022.

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76 hedge funds and large institutions have $1.27B invested in BTRS Holdings Inc. Class 1 Common Stock in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more capital invested

Capital invested by funds: $259M → $1.27B (+$1.01B)

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

90% more funds holding

Funds holding: 40 → 76 (+36)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
76
Holders Change
+36
Holders Change %
+90%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
55
Increased
15
Reduced
5
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCVI
Bain Capital Venture Investors
Massachusetts
+$527M
2
Franklin Resources
Franklin Resources
California
+$116M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$91.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$87.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$75.6M

Top Sellers

Rank Fund Capital Flow
1
PGM
Parian Global Management
New York
-$17.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$10.5M
3
CS
Credit Suisse
Switzerland
-$6.65M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.86M
5
MF
Magnetar Financial
Illinois
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.83M +$5.58M +333,696 New
Victory Capital Management
27
Victory Capital Management
Texas
$4.45M +$5.14M +307,575 New
Charles Schwab
28
Charles Schwab
California
$4.06M +$4.69M +280,536 New
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$3.83M +$1.18M +70,419 +36%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$3.37M -$10.5M -626,052 -73%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$2.69M +$3.11M +186,012 New
FAM
32
Fred Alger Management
New York
$2.59M +$2.99M +178,867 New
AI
33
Axiom Investors
Connecticut
$2.18M +$2.52M +150,430 New
FC
34
Full18 Capital
Connecticut
$2.1M +$858K +51,281 +65%
SI
35
Stephens Inc
Arkansas
$2.05M -$71.9K -4,300 -3%
Citadel Advisors
36
Citadel Advisors
Florida
$1.97M +$2.28M +136,056 New
EGM
37
Engineers Gate Manager
New York
$1.88M +$2.17M +129,782 New
CSS
38
Cubist Systematic Strategies
Connecticut
$1.76M +$2.04M +121,700 New
William Blair & Company
39
William Blair & Company
Illinois
$1.7M +$1.96M +117,355 New
Northern Trust
40
Northern Trust
Illinois
$1.63M +$1.89M +112,943 New
Citigroup
41
Citigroup
New York
$1.45M +$1.68M +100,517 New
UOC
42
UBS O'Connor
Illinois
$1.16M +$1.34M +80,000 New
PCM
43
Penserra Capital Management
California
$602K +$490K +29,309 +237%
Squarepoint
44
Squarepoint
New York
$601K +$694K +41,513 New
State Street
45
State Street
Massachusetts
$577K +$667K +39,900 New
EAM
46
Exos Asset Management
New York
$486K +$562K +33,591 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$397K +$125K +7,500 +38%
SEI Investments
48
SEI Investments
Pennsylvania
$347K +$157K +9,404 +65%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$343K +$397K +23,725 New
CGIM
50
Cannon Global Investment Management
Florida
$333K +$385K +23,000 New
1
2
3 4

BTRS Hedge Fund Activity: Q1 2021 in Review

76 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BTRS Holdings Inc. Class 1 Common Stock (BTRS) for Q1 2021, worth a combined $1.27B — up 391% from $259M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BTRS positions and 19 closed out — a net gain of 36 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Bain Capital Venture Investors, opening a new position worth an estimated $527M. The largest seller was Parian Global Management, exiting entirely with an estimated $17.1M sold.

  • 76 institutional investors held BTRS Holdings Inc. Class 1 Common Stock (BTRS) as of Q1 2021, up from 40 in Q4 2020.
  • Funds reported $1.27B of BTRS Holdings Inc. Class 1 Common Stock stock for Q1 2021, up 391% quarter-over-quarter.
  • 55 funds opened new BTRS Holdings Inc. Class 1 Common Stock positions in Q1 2021 and 19 closed out, a net change of +36 holders.
  • The largest BTRS Holdings Inc. Class 1 Common Stock buyer in Q1 2021 was Bain Capital Venture Investors, an estimated $527M added.
  • The largest BTRS Holdings Inc. Class 1 Common Stock seller in Q1 2021 was Parian Global Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2021.