Security National Financial
SNFCA
26 hedge funds and large institutions have $68.3M invested in Security National Financial in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.
9% more capital invested
Capital invested by funds: $62.6M → $68.3M (+$5.66M)
0.14% more ownership
Funds ownership: 42.98% → 43.12% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less funds holding
Funds holding: 28 → 26 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$1.18M |
| 2 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
+$304K |
| 3 |
FIA
FNY Investment Advisers
New York
|
+$56.9K |
| 4 |
State Street
Boston,
Massachusetts
|
+$41.3K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$34.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
-$666K |
| 2 |
Renaissance Technologies
New York
|
-$267K |
| 3 |
VA
Verdad Advisers
Boston,
Massachusetts
|
-$217K |
| 4 |
E
Ergoteles
New York
|
-$170K |
| 5 |
Morgan Stanley
New York
|
-$27.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
E
26
Ergoteles
New York
| – | -$170K | -23,637 | Closed |
|
27
Optiver Holding
Amsterdam,
Netherlands
| – | -$24K | -3,747 | Closed |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -145 | Closed |
|
SNFCA Hedge Fund Activity: Q1 2022 in Review
26 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2022, worth a combined $68.3M — up 9% from $62.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SNFCA and 2 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 6 added.
The largest buyer was Soltis Investment Advisors, adding an estimated $1.18M. The largest seller was Carlson Capital, cutting an estimated $666K.
- 26 institutional investors held Security National Financial (SNFCA) as of Q1 2022, down from 28 in Q4 2021.
- Funds reported $68.3M of Security National Financial stock for Q1 2022, up 9% quarter-over-quarter.
- 2 funds opened new Security National Financial positions in Q1 2022 and 4 closed out, a net change of -2 holders.
- The largest Security National Financial buyer in Q1 2022 was Soltis Investment Advisors, an estimated $1.18M added.
- The largest Security National Financial seller in Q1 2022 was Carlson Capital, an estimated $666K sold.
Based on aggregated 13F filings for Q1 2022.