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BTX

BlackRock Technology and Private Equity Term Trust
BTX

112 hedge funds and large institutions have $740M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $704M → $740M (+$36.3M)

0.12% more ownership

Funds ownership: 43.57% → 43.69% (+0.12%)

7% less funds holding

Funds holding: 121 → 112 (-9)

38% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 55

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
112
Holders Change
-9
Holders Change %
-7.44%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
34
Reduced
55
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$27M
2
PCM
Penserra Capital Management
California
+$14.6M
3
RCM
Rivernorth Capital Management
Florida
+$4.35M
4
Morgan Stanley
Morgan Stanley
New York
+$3.78M
5
Lazard Asset Management
Lazard Asset Management
New York
+$3.64M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$10.1M
2
SIA
Sit Investment Associates
Minnesota
-$5.01M
3
AA
AQR Arbitrage
Connecticut
-$4.58M
4
WAM
Wolverine Asset Management
Illinois
-$4.18M
5
LCM
Landscape Capital Management
New Jersey
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
126
Register Financial Advisors
Georgia
– -$47.8K -6,614 Closed
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
– -$41K -5,533 Closed
Bessemer Group
128
Bessemer Group
New Jersey
– -$34K -4,633 Closed
AWM
129
Activest Wealth Management
Florida
– -$29.9K -4,086 Closed
CFFP
130
Center for Financial Planning
Michigan
– -$4.34K -600 Closed
JP Morgan Chase
131
JP Morgan Chase
New York
– -$2.85K -395 Closed
HI
132
Harbour Investments
Wisconsin
– -$2.17K -300 Closed
SC
133
Stephens Consulting
Michigan
– -$1.81K -250 Closed
2 3 4 5
6