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BlackRock Technology and Private Equity Term Trust

112 hedge funds and large institutions have $747M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2.16% more ownership

Funds ownership: 43.69%45.85% (+2.2%)

1% more capital invested

Capital invested by funds: $740M → $747M (+$6.38M)

0% more funds holding

Funds holding: 112112 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 45

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
36
Reduced
45
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UPS
51
UHLMANN PRICE SECURITIES
Illinois
$416K -$75.1K -9,767 -15%
NA
52
NewEdge Advisors
Louisiana
$311K -$42.3K -5,495 -12%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$297K -$59.7K -7,760 -16%
Osaic Holdings
54
Osaic Holdings
Arizona
$262K +$38.2K +4,966 +16%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$261K -$120K -15,614 -31%
HighTower Advisors
56
HighTower Advisors
Illinois
$257K +$9.65K +1,255 +4%
AWS
57
Atria Wealth Solutions
New York
$216K -$66.9K -8,700 -23%
VF
58
Virtu Financial
New York
$210K +$22.9K +2,981 +12%
CIA
59
Concurrent Investment Advisors
Florida
$197K +$204K +26,467 New
CW
60
CreativeOne Wealth
Kansas
$195K +$202K +26,212 New
SIC
61
Samalin Investment Counsel
New York
$185K +$102K +13,221 +114%
Wells Fargo
62
Wells Fargo
California
$184K -$108K -14,005 -36%
PVI
63
Pine Valley Investments
New Jersey
$172K -$179K -23,330 -50%
MWM
64
Modera Wealth Management
New Jersey
$163K +$5.64K +733 +3%
NPT
65
National Philanthropic Trust
Pennsylvania
$158K -$29.3K -3,810 -15%
IP
66
Ignite Planners
California
$155K -$5.83K -758 -4%
LFAS
67
Level Four Advisory Services
Texas
$152K +$562 +73 +0.4%
WCM
68
Winebrenner Capital Management
Kentucky
$149K +$154K +20,000 New
Mariner
69
Mariner
Kansas
$136K +$59.1K +7,679 +72%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$130K -$30K -3,903 -18%
PI
71
PFG Investments
New York
$129K -$18.7K -2,433 -12%
P
72
&Partners
Tennessee
$127K +$41.7K +5,425 +48%
VIPI
73
Vista Investment Partners II
Indiana
$121K +$125K +16,206 New
YCM
74
Yakira Capital Management
Connecticut
$119K +$123K +16,000 New
DWM
75
Dakota Wealth Management
Florida
$116K -$48.4K -6,286 -29%