BTX

BlackRock Technology and Private Equity Term Trust

114 hedge funds and large institutions have $641M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 21 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
32
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$321M 43,759,402 +20,525,448 +88%
Morgan Stanley
2
Morgan Stanley
New York
$86.5M 11,802,580 +4,435,467 +60%
CA
3
Cornerstone Advisors
North Carolina
$21.7M 2,966,534
Invesco
4
Invesco
Georgia
$21M 2,869,209 -40,934 -1%
Lazard Asset Management
5
Lazard Asset Management
New York
$18.9M 2,581,925
COLIM
6
City of London Investment Management
United Kingdom
$17.1M 2,337,681 -539,024 -19%
Bank of America
7
Bank of America
North Carolina
$16.3M 2,218,368 -156,397 -7%
SIA
8
Sit Investment Associates
Minnesota
$15.5M 2,117,154 +2,117,154 New
RJA
9
Raymond James & Associates
Florida
$13.5M 1,840,657 -95,923 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.9M 1,755,284 +281,469 +19%
UBS Group
11
UBS Group
Switzerland
$10.9M 1,487,739 -110,928 -7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.7M 1,323,570 +36,177 +3%
KIM
13
Karpus Investment Management
New York
$8.82M 1,203,858 +423,468 +54%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$8.33M 1,136,060
QC
15
Quantedge Capital
Singapore
$7.19M 981,035 -333,711 -25%
1CP
16
1607 Capital Partners
Virginia
$5.46M 744,776 -31,068 -4%
Ameriprise
17
Ameriprise
Minnesota
$3.05M 416,085 -15,676 -4%
Stifel Financial
18
Stifel Financial
Missouri
$2.73M 372,021 -47,521 -11%
WAM
19
Wolverine Asset Management
Illinois
$2.47M 337,545 +333,662 +8,593%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$2.44M 332,862 +47,642 +17%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.43M 332,071 +75,193 +29%
CA
22
Corrado Advisors
New Jersey
$2.18M 297,333 +1,183 +0.4%
OC
23
Oppenheimer & Co
New York
$1.79M 244,854 -12,251 -5%
MC
24
Matisse Capital
Oregon
$1.55M 211,000 +1,000 +0.5%
HI
25
HBK Investments
Texas
$1.44M 196,500