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Security National Financial

24 hedge funds and large institutions have $7.12M invested in Security National Financial in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $6.84M → $7.12M (+$278K)

0.08% more ownership

Funds ownership: 15.43%15.51% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

8% less funds holding

Funds holding: 2624 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
-$2K -636 Closed
SWP
27
Stratos Wealth Partners
Ohio
+$348 +105 New

SNFCA Hedge Fund Activity: Q4 2017 in Review

24 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2017, worth a combined $7.12M — up 4.1% from $6.84M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SNFCA and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $110K. The largest seller was Hancock Whitney, exiting entirely with an estimated $165K sold.

  • 24 institutional investors held Security National Financial (SNFCA) as of Q4 2017, down from 26 in Q3 2017.
  • Funds reported $7.12M of Security National Financial stock for Q4 2017, up 4.1% quarter-over-quarter.
  • 3 funds opened new Security National Financial positions in Q4 2017 and 5 closed out, a net change of -2 holders.
  • The largest Security National Financial buyer in Q4 2017 was Susquehanna International Group, an estimated $110K added.
  • The largest Security National Financial seller in Q4 2017 was Hancock Whitney, an estimated $165K sold.

Based on aggregated 13F filings for Q4 2017.