BTX

BlackRock Technology and Private Equity Term Trust

107 hedge funds and large institutions have $294M invested in BlackRock Technology and Private Equity Term Trust in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
27
Increased
31
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$68M 9,350,726 -26,466 -0.3%
CA
2
Cornerstone Advisors
North Carolina
$30.9M 4,255,741 +3,256,477 +326%
QC
3
Quantedge Capital
Singapore
$22.8M 3,141,622 +1,334,437 +74%
Bank of America
4
Bank of America
North Carolina
$22.3M 3,068,652 -731,308 -19%
RJA
5
Raymond James & Associates
Florida
$16.2M 2,224,631 +198,629 +10%
UBS Group
6
UBS Group
Switzerland
$14.5M 1,988,752 -383,198 -16%
COLIM
7
City of London Investment Management
United Kingdom
$13.7M 1,885,050 -443,822 -19%
Lazard Asset Management
8
Lazard Asset Management
New York
$11.5M 1,576,634
SCM
9
Saba Capital Management
New York
$10.1M 1,394,020 +1,394,020 New
RCM
10
Rivernorth Capital Management
Florida
$8.13M 1,138,684 -1,442,245 -56%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7M 962,961 +143,640 +18%
Wells Fargo
12
Wells Fargo
California
$6.44M 885,267 +53,209 +6%
LPL Financial
13
LPL Financial
California
$6.01M 826,641 -38,925 -4%
MP
14
Mangrove Partners
Connecticut
$5.32M 731,181
Stifel Financial
15
Stifel Financial
Missouri
$4.68M 643,401 -60,673 -9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.82M 525,388 +74,634 +17%
1CP
17
1607 Capital Partners
Virginia
$3.74M 513,900 +6,900 +1%
WAM
18
Weiss Asset Management
Massachusetts
$3.52M 484,488 +424,388 +706%
Ameriprise
19
Ameriprise
Minnesota
$3.05M 416,110 +59,021 +17%
OFG
20
OTA Financial Group
New York
$2.72M 373,990 +373,990 New
CA
21
Corrado Advisors
New Jersey
$2.42M 316,717 +19,446 +7%
WAM
22
Wolverine Asset Management
Illinois
$2.21M 303,339 -118,554 -28%
CCP
23
Clough Capital Partners
Massachusetts
$1.97M 271,386 +220,086 +429%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.73M 238,514 -23,488 -9%
OC
25
Oppenheimer & Co
New York
$1.61M 221,480 +4,983 +2%