Rand Capital
RAND
8 hedge funds and large institutions have $1.11M invested in Rand Capital in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
34% more capital invested
Capital invested by funds: $833K → $1.11M (+$280K)
33% more funds holding
Funds holding: 6 → 8 (+2)
0.85% more ownership
Funds ownership: 2.45% → 3.3% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMCIP
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
+$248K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$42.1K |
| 3 |
Morgan Stanley
New York
|
+$27 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$13 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$93 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SRC
1
Shufro Rose & Co
New York
| $565K | – | – | – |
|
|
NA
2
Nottingham Advisors
Amherst,
New York
| $248K | – | – | – |
|
|
EMCIP
3
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $242K | +$248K | +18,654 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $42.7K | +$42.1K | +3,163 | +2,593% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $13K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $1.01K | -$93 | -7 | -8% |
|
|
7
Morgan Stanley
New York
| $36 | +$27 | +2 | New |
|
|
8
Wells Fargo
San Francisco,
California
| $25 | +$13 | +1 | +100% |
|
RAND Hedge Fund Activity: Q4 2023 in Review
8 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rand Capital (RAND) for Q4 2023, worth a combined $1.11M — up 34% from $833K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RAND positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Ewing Morris & Co Investment Partners, opening a new position worth an estimated $248K. The largest seller was Bank of America, cutting an estimated $93.
- 8 institutional investors held Rand Capital (RAND) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $1.11M of Rand Capital stock for Q4 2023, up 34% quarter-over-quarter.
- 2 funds opened new Rand Capital positions in Q4 2023 and 0 closed out, a net change of +2 holders.
- The largest Rand Capital buyer in Q4 2023 was Ewing Morris & Co Investment Partners, an estimated $248K added.
- The largest Rand Capital seller in Q4 2023 was Bank of America, an estimated $93 sold.
Based on aggregated 13F filings for Q4 2023.