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BTRS

BTRS Holdings Inc. Class 1 Common Stock

Delisted

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

129 hedge funds and large institutions have $917M invested in BTRS Holdings Inc. Class 1 Common Stock in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $943M → $917M (-$25.9M)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 131129 (-2)

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
58
Reduced
39
Closed
21
Calls
$1.58M
Puts
Net Calls
+$1.58M
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$572K -$1.57M -243,058 -76%
Legal & General Group
52
Legal & General Group
United Kingdom
$557K +$42.8K +6,614 +10%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$535K +$141K +21,724 +44%
Barclays
54
Barclays
United Kingdom
$517K +$448K +69,231 New
JP Morgan Chase
55
JP Morgan Chase
New York
$497K -$75.8K -11,710 -15%
SEI Investments
56
SEI Investments
Pennsylvania
$483K -$26K -4,010 -6%
Deutsche Bank
57
Deutsche Bank
Germany
$468K +$99.2K +15,325 +32%
AWA
58
Aaron Wealth Advisors
Illinois
$463K +$22.4K +3,463 New
PM
59
Penbrook Management
New York
$460K +$398K +61,490 New
MIM
60
MetLife Investment Management
New Jersey
$421K +$205K +31,685 +129%
IA
61
IndexIQ Advisors
New York
$415K +$359K +55,526 New
UBS AM
62
UBS AM
Illinois
$413K
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$401K +$91.5K +14,133 +36%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$399K +$345K +53,290 New
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$382K +$25.9K +4,003 +9%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$377K -$240K -37,131 -42%
AIG
67
American International Group
New York
$353K +$78.9K +12,184 +35%
CS
68
Credit Suisse
Switzerland
$340K +$24.2K +3,731 +9%
Invesco
69
Invesco
Georgia
$315K +$21.9K +3,382 +9%
William Blair & Company
70
William Blair & Company
Illinois
$314K -$10K -1,551 -4%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$314K +$48.8K +7,533 +22%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$268K +$16K +2,476 +7%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$248K -$103K -15,909 -32%
Truist Financial
74
Truist Financial
North Carolina
$238K +$54.1K +8,351 +36%
PP
75
Paloma Partners
Connecticut
$216K -$368K -56,774 -66%

BTRS Hedge Fund Activity: Q1 2022 in Review

129 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BTRS Holdings Inc. Class 1 Common Stock (BTRS) for Q1 2022, worth a combined $917M — down 2.7% from $943M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BTRS and 19 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 58 added.

The largest buyer was Senvest Management, adding an estimated $29.2M. The largest seller was Goldman Sachs, cutting an estimated $17.8M.

  • 129 institutional investors held BTRS Holdings Inc. Class 1 Common Stock (BTRS) as of Q1 2022, down from 131 in Q4 2021.
  • Funds reported $917M of BTRS Holdings Inc. Class 1 Common Stock stock for Q1 2022, down 2.7% quarter-over-quarter.
  • 19 funds opened new BTRS Holdings Inc. Class 1 Common Stock positions in Q1 2022 and 21 closed out, a net change of -2 holders.
  • The largest BTRS Holdings Inc. Class 1 Common Stock buyer in Q1 2022 was Senvest Management, an estimated $29.2M added.
  • The largest BTRS Holdings Inc. Class 1 Common Stock seller in Q1 2022 was Goldman Sachs, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2022.