BTX

BlackRock Technology and Private Equity Term Trust

112 hedge funds and large institutions have $450M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
39
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$162M 23,233,954 +5,626,581 +32%
Morgan Stanley
2
Morgan Stanley
New York
$51.3M 7,367,113 -705,051 -9%
CA
3
Cornerstone Advisors
North Carolina
$20.6M 2,966,534 -23,800 -0.8%
Invesco
4
Invesco
Georgia
$20.3M 2,910,143 -408,584 -12%
COLIM
5
City of London Investment Management
United Kingdom
$20M 2,876,705 -183,642 -6%
Lazard Asset Management
6
Lazard Asset Management
New York
$18M 2,581,925 +462,842 +22%
Bank of America
7
Bank of America
North Carolina
$16.5M 2,374,765 -227,374 -9%
RJA
8
Raymond James & Associates
Florida
$13.5M 1,936,580 -56,014 -3%
UBS Group
9
UBS Group
Switzerland
$11.1M 1,598,667 -739 -0%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.3M 1,473,815 +102,257 +7%
QC
11
Quantedge Capital
Singapore
$9.15M 1,314,746 -438,747 -25%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.96M 1,287,393 +10,267 +0.8%
Wells Fargo
13
Wells Fargo
California
$8.7M 1,249,918 -60,900 -5%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$7.91M 1,136,060 -10,148 -0.9%
CCP
15
Clough Capital Partners
Massachusetts
$7.85M 1,128,317 -1,241,588 -52%
WP
16
Woodline Partners
California
$5.95M 855,006 -481,408 -36%
KIM
17
Karpus Investment Management
New York
$5.43M 780,390 +268,137 +52%
1CP
18
1607 Capital Partners
Virginia
$5.4M 775,844 +5,500 +0.7%
LPL Financial
19
LPL Financial
California
$3.37M 484,338 -40,274 -8%
Ameriprise
20
Ameriprise
Minnesota
$3.01M 431,761 +31,064 +8%
Stifel Financial
21
Stifel Financial
Missouri
$2.92M 419,542 -9,080 -2%
AW
22
Atlas Wealth
Ohio
$2.18M 313,327 +13,067 +4%
CA
23
Corrado Advisors
New Jersey
$2.06M 296,150 +11,327 +4%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$1.99M 285,220 +41,850 +17%
OC
25
Oppenheimer & Co
New York
$1.79M 257,105 +8,658 +3%