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Rand Capital

9 hedge funds and large institutions have $5.69M invested in Rand Capital in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
9
Holders Change
-2
Holders Change %
-18.18%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
1
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
1
NSB Advisors
New York
$3.19M 914,441 -9,727 -1%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$1.6M 465,657 +465,657 New
SRC
3
Shufro Rose & Co
New York
$482K 138,300 +5,000 +4%
Brown Advisory
4
Brown Advisory
Maryland
$259K 74,247
CC
5
Courier Capital
New York
$138K 39,438
Creative Planning
6
Creative Planning
Kansas
$7K 2,000
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$7K 2,000
Bank of America
8
Bank of America
North Carolina
$5K 1,461 -6,566 -82%
Citigroup
9
Citigroup
New York
$2K 512 +512 New
Invesco
10
Invesco
Georgia
-465,657 Closed
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
-11,760 Closed
Morgan Stanley
12
Morgan Stanley
New York
-5,500 Closed
U
13
UBS
Switzerland
-1,660 Closed