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BlackRock Technology and Private Equity Term Trust
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121 hedge funds and large institutions have $704M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
10% more funds holding
Funds holding: 110 → 121 (+11)
2.59% more ownership
Funds ownership: 40.98% → 43.57% (+2.6%)
4% less capital invested
Capital invested by funds: $734M → $704M (-$30M)
12% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 42
Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
37
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
126
Whittier Trust
South Pasadena,
California
| – | -$122K | -15,000 | Closed |
|
|
AWA
127
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| – | -$110K | -13,563 | Closed |
|
|
CA
128
Carson Advisory
Athens,
Georgia
| – | -$89.6K | -11,005 | Closed |
|
|
TIM
129
Thompson Investment Management
Madison,
Wisconsin
| – | -$32.6K | -4,000 | Closed |
|
|
HNB
130
Huntington National Bank
Columbus,
Ohio
| – | -$20K | -2,460 | Closed |
|
131
First Manhattan
New York
| – | -$9.26K | -1,129 | Closed |
|
|
FUBT
132
First United Bank & Trust
Oakland,
Maryland
| – | -$5.7K | -700 | Closed |
|
|
CAM
133
Chesapeake Asset Management
New York
| – | -$4.07K | -500 | Closed |
|
|
BBHC
134
Brown Brothers Harriman & Co
New York
| – | -$602 | -74 | Closed |
|
135
Fidelity Investments
Boston,
Massachusetts
| – | -$8 | -1 | Closed |
|