Security National Financial
SNFCA
28 hedge funds and large institutions have $62.6M invested in Security National Financial in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.
10% more capital invested
Capital invested by funds: $56.9M → $62.6M (+$5.7M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7.36% less ownership
Funds ownership: 50.34% → 42.98% (-7.4%)
15% less funds holding
Funds holding: 33 → 28 (-5)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$576K |
| 2 |
VA
Verdad Advisers
Boston,
Massachusetts
|
+$417K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$124K |
| 4 |
JP Morgan Chase
New York
|
+$55.3K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$54.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Synovus Financial
Columbus,
Georgia
|
-$392K |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$313K |
| 3 |
Renaissance Technologies
New York
|
-$303K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$302K |
| 5 |
E
Ergoteles
New York
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $1K | +$996 | +145 | New |
|
|
SF
27
Synovus Financial
Columbus,
Georgia
| – | -$392K | -60,760 | Closed |
|
|
28
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$302K | -46,777 | Closed |
|
|
OSAM
29
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$161K | -24,941 | Closed |
|
|
HF
30
HRT Financial
New York
| – | -$110K | -17,198 | Closed |
|
31
Osaic Holdings
Scottsdale,
Arizona
| – | -$12K | -1,842 | Closed |
|
SNFCA Hedge Fund Activity: Q4 2021 in Review
28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2021, worth a combined $62.6M — up 10% from $56.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SNFCA and 2 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 9 added.
The largest buyer was Vanguard Group, adding an estimated $576K. The largest seller was Synovus Financial, exiting entirely with an estimated $392K sold.
- 28 institutional investors held Security National Financial (SNFCA) as of Q4 2021, down from 33 in Q3 2021.
- Funds reported $62.6M of Security National Financial stock for Q4 2021, up 10% quarter-over-quarter.
- 2 funds opened new Security National Financial positions in Q4 2021 and 6 closed out, a net change of -4 holders.
- The largest Security National Financial buyer in Q4 2021 was Vanguard Group, an estimated $576K added.
- The largest Security National Financial seller in Q4 2021 was Synovus Financial, an estimated $392K sold.
Based on aggregated 13F filings for Q4 2021.