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Security National Financial
SNFCA

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
6
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Soltis Investment Advisors
Utah
$29.3M
2
PWA
2
Physician Wealth Advisors
Utah
$304K
3
FIA
3
FNY Investment Advisers
New York
$59K
4
State Street
4
State Street
Massachusetts
$431K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.2M

Top Sellers

1
CC
1
Carlson Capital
Texas
$1.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.56M
3
VA
3
Verdad Advisers
Massachusetts
$1.5M
4
E
4
Ergoteles
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
E
26
Ergoteles
New York
– -$170K -22,511 Closed
Optiver Holding
27
Optiver Holding
Netherlands
– -$24K -3,569 Closed
GWM
28
Geneos Wealth Management
Colorado
– -$1K -139 Closed
1
2