BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

105 hedge funds and large institutions have $460M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 22 closing their positions.

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
41
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$108M
2
Invesco
2
Invesco
Georgia
$28.4M
3
WP
3
Woodline Partners
California
$4.91M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$17M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
LSC
2
Logan Stone Capital
Illinois
$245K
3
OFG
3
OTA Financial Group
New York
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2M
5
QC
5
Quantedge Capital
Singapore
$27M
Name Market Value Shares Shares
Change 		Shares
Change %
RFG
126
RFP Financial Group
Georgia
– – -850 Closed
IA
127
IFP Advisors
Florida
– – -373 Closed
AIM
128
Anchor Investment Management
South Carolina
– – – –
CFGS
129
Concourse Financial Group Securities
Alabama
– – – –
2 3 4 5
6