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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
BCVI
1
Bain Capital Venture Investors
Massachusetts
$456M +$527M +31,518,959 New
Franklin Resources
2
Franklin Resources
California
$101M +$116M +6,961,910 New
Capital Research Global Investors
3
Capital Research Global Investors
California
$79.3M +$91.6M +5,480,000 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$76M +$87.9M +5,254,385 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$65.4M +$75.6M +4,520,212 New
Select Equity Group
6
Select Equity Group
New York
$59.5M +$34.6M +2,071,666 +101%
TCM
7
TimesSquare Capital Management
New York
$46.7M +$18.2M +1,086,940 +51%
WHP
8
Washington Harbour Partners
Virginia
$40.8M +$28.3M +1,693,327 +150%
SIG
9
Senator Investment Group
New York
$36.2M +$41.8M +2,500,000 New
BlackRock
10
BlackRock
New York
$36M +$28.1M +1,678,583 +207%
BCM
11
BlueCrest Capital Management
Jersey
$32.2M +$37.3M +2,227,500 New
Artisan Partners
12
Artisan Partners
Wisconsin
$23.9M +$27.6M +1,651,989 New
SCA
13
Southpoint Capital Advisors
New York
$23.2M +$20.6M +1,229,700 +332%
SM
14
Senvest Management
New York
$20.2M +$1.1M +66,031 +5%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$17.5M +$8.77M +524,670 +77%
GIP
16
General Industrial Partners
United Kingdom
$15.5M -$1.55M -92,601 -8%
VEPM
17
Vista Equity Partners Management
California
$13.2M -$2.54M -151,814 -14%
Millennium Management
18
Millennium Management
New York
$12.9M +$7.77M +464,463 +108%
SSA
19
Schonfeld Strategic Advisors
New York
$12.1M +$14M +836,142 New
KeyBank National Association
20
KeyBank National Association
Ohio
$12.1M +$14M +836,012 New
Wellington Management Group
21
Wellington Management Group
Massachusetts
$10.4M +$12.1M +725,307 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.37M +$9.68M +578,761 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$8.1M +$9.36M +559,608 New
Holocene Advisors
24
Holocene Advisors
New York
$7.24M +$5.02M +300,000 +150%
SAM
25
Silvercrest Asset Management
New York
$7.01M +$8.1M +484,588 New
1
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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.