BTX

BlackRock Technology and Private Equity Term Trust

103 hedge funds and large institutions have $482M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
34
Reduced
30
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$138M 17,607,373 +4,177,120 +31%
Morgan Stanley
2
Morgan Stanley
New York
$63.4M 8,072,164 -446,031 -5%
Invesco
3
Invesco
Georgia
$26.1M 3,318,727 -215,116 -6%
COLIM
4
City of London Investment Management
United Kingdom
$24M 3,060,347 -49,490 -2%
CA
5
Cornerstone Advisors
North Carolina
$23.5M 2,990,334 -610,022 -17%
Bank of America
6
Bank of America
North Carolina
$20.4M 2,602,139 -94,073 -3%
CCP
7
Clough Capital Partners
Massachusetts
$18.6M 2,369,905 +51,679 +2%
Lazard Asset Management
8
Lazard Asset Management
New York
$16.6M 2,119,083
RJA
9
Raymond James & Associates
Florida
$15.6M 1,992,594 -16,757 -0.8%
QC
10
Quantedge Capital
Singapore
$13.8M 1,753,493 -1,606,814 -48%
UBS Group
11
UBS Group
Switzerland
$12.6M 1,599,406 +41,651 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.8M 1,371,558 +374,892 +38%
WP
13
Woodline Partners
California
$10.5M 1,336,414 +724,413 +118%
Wells Fargo
14
Wells Fargo
California
$10.3M 1,310,818 +371,009 +39%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$10M 1,277,126 +136,627 +12%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$9M 1,146,208 +1,146,208 New
1CP
17
1607 Capital Partners
Virginia
$6.05M 770,344 -13,500 -2%
LPL Financial
18
LPL Financial
California
$4.12M 524,612 -152,118 -22%
KIM
19
Karpus Investment Management
New York
$4.02M 512,253 +492,253 +2,461%
PIWA
20
Prevail Innovative Wealth Advisors
Kansas
$3.57M 454,404 +454,404 New
Stifel Financial
21
Stifel Financial
Missouri
$3.36M 428,622 -58,547 -12%
Ameriprise
22
Ameriprise
Minnesota
$3.17M 400,697 +9,358 +2%
AW
23
Atlas Wealth
Ohio
$2.43M 300,260 +13,939 +5%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.33M 296,813 +47,790 +19%
CA
25
Corrado Advisors
New Jersey
$2.24M 284,823 +20,643 +8%