BTX

BlackRock Technology and Private Equity Term Trust

105 hedge funds and large institutions have $460M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 22 closing their positions.

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
41
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$108M 13,430,253 +7,075,842 +111%
Morgan Stanley
2
Morgan Stanley
New York
$68.4M 8,518,195 -237,727 -3%
CA
3
Cornerstone Advisors
North Carolina
$28.9M 3,600,356 -623,400 -15%
Invesco
4
Invesco
Georgia
$28.4M 3,533,843 +3,468,360 +5,297%
QC
5
Quantedge Capital
Singapore
$27M 3,360,307 -768,628 -19%
COLIM
6
City of London Investment Management
United Kingdom
$25M 3,109,837 -344,258 -10%
Bank of America
7
Bank of America
North Carolina
$21.7M 2,696,212 +142,582 +6%
CCP
8
Clough Capital Partners
Massachusetts
$18.6M 2,318,226 +87,879 +4%
Lazard Asset Management
9
Lazard Asset Management
New York
$17M 2,119,083 +542,449 +34%
RJA
10
Raymond James & Associates
Florida
$16.1M 2,009,351 +114,098 +6%
UBS Group
11
UBS Group
Switzerland
$12.5M 1,557,755 +84,153 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.16M 1,140,499 +162,372 +17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8M 996,666 +426,124 +75%
Wells Fargo
14
Wells Fargo
California
$7.55M 939,809 +123,189 +15%
1CP
15
1607 Capital Partners
Virginia
$6.29M 783,844 -13,900 -2%
MP
16
Mangrove Partners
Connecticut
$5.87M 731,181
LPL Financial
17
LPL Financial
California
$5.43M 676,730 -70,420 -9%
WP
18
Woodline Partners
California
$4.91M 612,001 +612,001 New
Stifel Financial
19
Stifel Financial
Missouri
$3.91M 487,169 -83,619 -15%
Ameriprise
20
Ameriprise
Minnesota
$3.14M 391,339 +4,501 +1%
AA
21
AQR Arbitrage
Connecticut
$2.37M 295,113 +295,113 New
AW
22
Atlas Wealth
Ohio
$2.3M 286,321 +63,657 +29%
CA
23
Corrado Advisors
New Jersey
$2.12M 264,180 +14,251 +6%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2M 249,023 -854,069 -77%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$1.89M 235,620 +119,665 +103%