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Security National Financial

44 hedge funds and large institutions have $55.3M invested in Security National Financial in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

38% more capital invested

Capital invested by funds: $39.9M → $55.3M (+$15.3M)

10% more funds holding

Funds holding: 4044 (+4)

3.13% more ownership

Funds ownership: 50.48%53.6% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
21
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$100K +$90.8K +16,120 New
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$93K +$83.7K +14,868 New
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$89K -$29.9K -5,307 -27%
Wells Fargo
29
Wells Fargo
California
$59K +$28.6K +5,083 +118%
Deutsche Bank
30
Deutsche Bank
Germany
$57K +$14.6K +2,583 +40%
SO
31
STRS Ohio
Ohio
$49K
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$34K +$30.7K +5,446 New
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$28.8K +$12.7K +2,260 +96%
UBS Group
34
UBS Group
Switzerland
$24K +$12.7K +2,262 +143%
TRCT
35
Tower Research Capital (TRC)
New York
$16K -$70.4K -12,497 -83%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$14K +$8.39K +1,489 +250%
Citigroup
37
Citigroup
New York
$14K +$8.84K +1,569 +255%
Osaic Holdings
38
Osaic Holdings
Arizona
$11K -$192 -34 -2%
DA
39
Denali Advisors
California
$9K +$7.7K +1,367 New
AIP
40
Ameritas Investment Partners
Nebraska
$7K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$7K +$6.71K +1,191 New
Legal & General Group
42
Legal & General Group
United Kingdom
$5K
AIG
43
American International Group
New York
$46 -$1.2K -213 -3%
B
44
Bailard
California
-$120K -25,194 Closed
Squarepoint
45
Squarepoint
New York
-$104K -21,706 Closed
Jane Street
46
Jane Street
New York
-$98K -20,457 Closed

SNFCA Hedge Fund Activity: Q4 2020 in Review

44 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2020, worth a combined $55.3M — up 38% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SNFCA positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Soltis Investment Advisors, adding an estimated $1.64M. The largest seller was California Public Employees Retirement System, cutting an estimated $354K.

  • 44 institutional investors held Security National Financial (SNFCA) as of Q4 2020, up from 40 in Q3 2020.
  • Funds reported $55.3M of Security National Financial stock for Q4 2020, up 38% quarter-over-quarter.
  • 7 funds opened new Security National Financial positions in Q4 2020 and 3 closed out, a net change of +4 holders.
  • The largest Security National Financial buyer in Q4 2020 was Soltis Investment Advisors, an estimated $1.64M added.
  • The largest Security National Financial seller in Q4 2020 was California Public Employees Retirement System, an estimated $354K sold.

Based on aggregated 13F filings for Q4 2020.