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Security National Financial

45 hedge funds and large institutions have $66.7M invested in Security National Financial in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

21% more capital invested

Capital invested by funds: $55.3M → $66.7M (+$11.4M)

4.14% more ownership

Funds ownership: 53.6%57.75% (+4.1%)

2% more funds holding

Funds holding: 4445 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
19
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$147K
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$134K
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$110K +$5.84K +838 +6%
Morgan Stanley
29
Morgan Stanley
New York
$105K -$84.9K -12,177 -45%
Deutsche Bank
30
Deutsche Bank
Germany
$58K -$5.38K -772 -9%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$53.9K +$21.7K +3,106 +67%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$49K -$51.4K -7,370 -51%
Wells Fargo
33
Wells Fargo
California
$41K -$24.7K -3,541 -38%
SO
34
STRS Ohio
Ohio
$31K -$23.4K -3,351 -42%
UBS Group
35
UBS Group
Switzerland
$30K +$2.71K +389 +10%
TRCT
36
Tower Research Capital (TRC)
New York
$14K -$4.12K -591 -23%
Osaic Holdings
37
Osaic Holdings
Arizona
$13K
DA
38
Denali Advisors
California
$10K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$9K +$1.07K +154 +13%
AIP
40
Ameritas Investment Partners
Nebraska
$8K
Citigroup
41
Citigroup
New York
$6K -$9.3K -1,334 -61%
Legal & General Group
42
Legal & General Group
United Kingdom
$6K
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$3K -$11.2K -1,604 -77%
AIG
44
American International Group
New York
$52 +$139 +20 +0.3%
Millennium Management
45
Millennium Management
New York
-$126K -20,144 Closed
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
-$34K -5,446 Closed

SNFCA Hedge Fund Activity: Q1 2021 in Review

45 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2021, worth a combined $66.7M — up 21% from $55.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SNFCA positions and 2 closed out — a net gain of 1 holder — while 19 added to existing stakes and 13 trimmed.

The largest buyer was M3F Inc, adding an estimated $1.2M. The largest seller was Bridgeway Capital Management, cutting an estimated $152K.

  • 45 institutional investors held Security National Financial (SNFCA) as of Q1 2021, up from 44 in Q4 2020.
  • Funds reported $66.7M of Security National Financial stock for Q1 2021, up 21% quarter-over-quarter.
  • 3 funds opened new Security National Financial positions in Q1 2021 and 2 closed out, a net change of +1 holder.
  • The largest Security National Financial buyer in Q1 2021 was M3F Inc, an estimated $1.2M added.
  • The largest Security National Financial seller in Q1 2021 was Bridgeway Capital Management, an estimated $152K sold.

Based on aggregated 13F filings for Q1 2021.