BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

110 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 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
1.59%
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
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$421M
2
PCM
Penserra Capital Management
California
$15.1M
3
RCM
Rivernorth Capital Management
Florida
$8.63M
4
Morgan Stanley
Morgan Stanley
New York
$44.6M
5
Lazard Asset Management
Lazard Asset Management
New York
$23.2M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
$1.04M
2
SIA
Sit Investment Associates
Minnesota
$34.4M
3
AA
AQR Arbitrage
Connecticut
$369K
4
WAM
Wolverine Asset Management
Illinois
$66.4K
5
LCM
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Activest Wealth Management
Florida
– -$29.5K -4,086 Closed
CFFP
127
Center for Financial Planning
Michigan
– -$4.34K -600 Closed
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
– -$2.86K -395 Closed
HI
129
Harbour Investments
Wisconsin
– -$2.17K -300 Closed
SC
130
Stephens Consulting
Michigan
– -$1.81K -250 Closed
2 3 4 5
6