BTX

BlackRock Technology and Private Equity Term Trust

81 hedge funds and large institutions have $507M invested in BlackRock Technology and Private Equity Term Trust in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
+30
Holders Change %
+58.82%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
36
Increased
28
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$113M 7,760,760 +1,150,809 +17%
COLIM
2
City of London Investment Management
United Kingdom
$66M 4,544,342 +4,544,342 New
RCM
3
Rivernorth Capital Management
Florida
$60M 4,124,063 +3,590,693 +673%
Bank of America
4
Bank of America
North Carolina
$54M 3,710,621 +1,236,766 +50%
KIM
5
Karpus Investment Management
New York
$32.9M 2,265,363 +2,265,363 New
RJA
6
Raymond James & Associates
Florida
$32.8M 2,257,587 +62,930 +3%
UBS Group
7
UBS Group
Switzerland
$32.3M 2,220,344 +765,730 +53%
WAM
8
Weiss Asset Management
Massachusetts
$14.5M 1,000,000 +1,000,000 New
AWA
9
Amplius Wealth Advisors
Pennsylvania
$11.5M 793,085 +793,085 New
Lazard Asset Management
10
Lazard Asset Management
New York
$11.3M 776,628 +473,628 +156%
Wells Fargo
11
Wells Fargo
California
$9.56M 657,204 +342,300 +109%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.7M 529,485 +267,968 +102%
Stifel Financial
13
Stifel Financial
Missouri
$6.28M 431,946 +310,337 +255%
WAM
14
Wolverine Asset Management
Illinois
$4.92M 338,719 +201,347 +147%
SCM
15
Saba Capital Management
New York
$4.81M 330,770 +330,770 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.78M 259,984 +115,470 +80%
Jane Street
17
Jane Street
New York
$2.96M 203,384 +203,384 New
CCP
18
Clough Capital Partners
Massachusetts
$2.77M 190,264 +190,264 New
LSC
19
Logan Stone Capital
Illinois
$2.69M 184,646 +184,646 New
Ameriprise
20
Ameriprise
Minnesota
$2.68M 180,449 +79,520 +79%
MC
21
Matisse Capital
Oregon
$2.18M 150,000 +150,000 New
1CP
22
1607 Capital Partners
Virginia
$2.06M 141,608 +141,608 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.79M 122,841 +71,124 +138%
VF
24
Virtu Financial
New York
$1.67M 114,920 +114,920 New
SCM
25
Segantii Capital Management
Hong Kong
$1.57M 107,700 +107,700 New