Rand Capital
RAND
7 hedge funds and large institutions have $699K invested in Rand Capital in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
132% more capital invested
Capital invested by funds: $301K → $699K (+$398K)
75% more funds holding
Funds holding: 4 → 7 (+3)
0.68% more ownership
Funds ownership: 0.73% → 1.41% (+0.68%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$2.19K |
| 2 |
TWA
TCI Wealth Advisors
Tucson,
Arizona
|
+$162 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$32 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$20.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMCIP
1
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $401K | +$303K | +18,654 | New |
|
|
SRC
2
Shufro Rose & Co
New York
| $262K | – | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $17K | -$20.3K | -1,249 | -56% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $17K | – | – | – |
|
|
AF
5
Advisornet Financial
Minnetonka,
Minnesota
| $2K | +$2.19K | +135 | New |
|
|
6
Wells Fargo
San Francisco,
California
| – | +$32 | +2 | New |
|
|
TWA
7
TCI Wealth Advisors
Tucson,
Arizona
| – | +$162 | +10 | New |
|
RAND Hedge Fund Activity: Q4 2021 in Review
7 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Rand Capital (RAND) for Q4 2021, worth a combined $699K — up 132% from $301K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RAND positions and 1 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Advisornet Financial, opening a new position worth an estimated $2.19K. The largest seller was Bank of America, cutting an estimated $20.3K.
- 7 institutional investors held Rand Capital (RAND) as of Q4 2021, up from 4 in Q3 2021.
- Funds reported $699K of Rand Capital stock for Q4 2021, up 132% quarter-over-quarter.
- 4 funds opened new Rand Capital positions in Q4 2021 and 1 closed out, a net change of +3 holders.
- The largest Rand Capital buyer in Q4 2021 was Advisornet Financial, an estimated $2.19K added.
- The largest Rand Capital seller in Q4 2021 was Bank of America, an estimated $20.3K sold.
Based on aggregated 13F filings for Q4 2021.