BTX

BlackRock Technology and Private Equity Term Trust

112 hedge funds and large institutions have $450M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
39
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.79M -$278K -39,935 -13%
BI
27
Bulldog Investors
New Jersey
$1.56M +$965K +138,609 +161%
WAM
28
Weiss Asset Management
Massachusetts
$1.54M +$1.54M +220,965 New
MC
29
Matisse Capital
Oregon
$1.46M
AA
30
AQR Arbitrage
Connecticut
$1.41M +$406K +58,280 +40%
HI
31
HBK Investments
Texas
$1.37M +$555K +79,724 +68%
WS
32
Wedbush Securities
California
$1.31M +$126K +18,137 +11%
GC
33
Guggenheim Capital
Illinois
$1.08M +$265K +38,020 +33%
AGM
34
Alpine Global Management
New York
$1.01M +$588K +84,448 +139%
Walleye Capital
35
Walleye Capital
New York
$828K +$828K +119,008 New
AAM
36
Advisors Asset Management
Colorado
$824K -$1.86K -267 -0.2%
QL
37
Quarry LP
New York
$821K -$471K -67,679 -36%
CHAM
38
Clear Harbor Asset Management
Connecticut
$817K -$429K -61,567 -34%
PAG
39
Private Advisor Group
New Jersey
$808K +$17.9K +2,577 +2%
PVI
40
Pine Valley Investments
New Jersey
$672K +$672K +96,591 New
NW
41
NewEdge Wealth
Pennsylvania
$671K +$41.9K +6,013 +7%
VEA
42
Virtus ETF Advisers
New York
$618K +$342K +49,105 +124%
CD
43
Chapin Davis
Maryland
$582K -$9.74K -1,400 -2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$559K +$5.35K +769 +1%
FA
45
Fountainhead AM
New Jersey
$551K +$551K +79,231 New
KACA
46
Kayne Anderson Capital Advisors
California
$505K +$505K +72,500 New
EP
47
EPIQ Partners
Minnesota
$489K -$96.5K -13,863 -16%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$465K -$20K -2,867 -4%
Jane Street
49
Jane Street
New York
$437K +$326K +46,774 +291%
SPIA
50
Steward Partners Investment Advisory
New York
$434K +$58.2K +8,365 +15%