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BlackRock Technology and Private Equity Term Trust

106 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 18 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

24% more capital invested

Capital invested by funds: $371M → $460M (+$88.6M)

1.26% more ownership

Funds ownership: 24.79%26.04% (+1.3%)

5% less funds holding

Funds holding: 111106 (-5)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
106
Holders Change
-5
Holders Change %
-4.5%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
18
Increased
41
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
126
Core Wealth Advisors (Florida)
Florida
-$17.9K -2,623 Closed
RFG
127
RFP Financial Group
Georgia
-$5.79K -850 Closed
IA
128
IFP Advisors
Florida
-$7K -373 Closed