BTRS

BTRS Holdings Inc. Class 1 Common Stock
BTRS

Overview Fund Activity
Delisted

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

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119 hedge funds and large institutions have $655M invested in BTRS Holdings Inc. Class 1 Common Stock in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 26 closing their positions.

Holders
119
Holders Change
-10
Holders Change %
-7.75%
% of All Funds
2.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
20
Increased
44
Reduced
39
Closed
26
Calls
$178K
Puts
$51K
Net Calls
+$127K
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.1M
2
BC
2
Broadwood Capital
New York
$19.8M
3
CCPM
3
Cooper Creek Partners Management
New York
$8.12M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$49.2M
5
P2P
5
Phase 2 Partners
California
$3.86M

Top Sellers

1
SCA
1
Southpoint Capital Advisors
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.66M
3
FAM
3
Fred Alger Management
New York
$0
4
Macquarie Group
4
Macquarie Group
Australia
$11.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$23K -$27.7K -5,494 -55%
PCM
102
Penserra Capital Management
California
$20K +$1.57K +317 +9%
TRCT
103
Tower Research Capital (TRC)
New York
$18K +$7.4K +1,448 +70%
RTC
104
Riverview Trust Company
Washington
$14K +$14K +2,742 New
Wells Fargo
105
Wells Fargo
California
$13K -$635K -130,020 -98%
Osaic Holdings
106
Osaic Holdings
Arizona
$10K -$38.7K -7,982 -79%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$7K +$6.64K +1,329 +1,821%
US Bancorp
108
US Bancorp
Minnesota
$6K – – –
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.75K +945 +1,890%
Allspring Global Investments
110
Allspring Global Investments
North Carolina
$4K -$619K -127,721 -99%
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$162 -28 -5%
WTA
112
Washington Trust Advisors
Massachusetts
$3K – – –
TWA
113
TCI Wealth Advisors
Arizona
$3K +$3K +698 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$2.06K +$2.06K +384,720 New
PCG
115
Private Capital Group
Connecticut
$1K – – –
BTI
116
Blue Trust Inc
Georgia
$1K +$1K +83 New
CA
117
Crewe Advisors
Utah
$1K +$1K +262 New
SCA
118
Southpoint Capital Advisors
New York
– -$15M -2,000,000 Closed
FAM
119
Fred Alger Management
New York
– -$9.43M -1,261,138 Closed
Prudential Financial
120
Prudential Financial
New Jersey
– -$2.35M -314,005 Closed
PCM
121
Portolan Capital Management
Massachusetts
– -$1.04M -138,559 Closed
Los Angeles Capital Management
122
Los Angeles Capital Management
California
– -$399K -53,290 Closed
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
– -$377K -50,427 Closed
Truist Financial
124
Truist Financial
North Carolina
– -$238K -31,837 Closed
PP
125
Paloma Partners
Connecticut
– -$216K -28,816 Closed
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