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Security National Financial
SNFCA

Overview Fund Activity

38 hedge funds and large institutions have $70.6M invested in Security National Financial in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
17
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.48M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$2.09M
3
State Street
3
State Street
Massachusetts
$1.24M
4
Northern Trust
4
Northern Trust
Illinois
$990K
5
SIA
5
Soltis Investment Advisors
Utah
$26.7M

Top Sellers

1
MI
1
M3F Inc
Utah
$15.1M
2
CC
2
Carlson Capital
Texas
$2.39M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
FFA
5
Farther Finance Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$89.9K +$73.5K +9,598 +451%
UBS Group
27
UBS Group
Switzerland
$61.6K +$61.6K +8,039 New
AIG
28
American International Group
New York
$50.8K +$50.8K +6,629 New
Wells Fargo
29
Wells Fargo
California
$41.9K +$32.4K +4,224 +338%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$37.7K +$36.5K +4,765 +2,960%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$35.1K +$35.1K +4,581 New
Citigroup
32
Citigroup
New York
$31.4K +$31.4K +4,101 +205,050%
AB
33
Amalgamated Bank
New York
$10K +$10K +1,339 New
Legal & General Group
34
Legal & General Group
United Kingdom
$9.25K +$9.25K +1,207 New
AIP
35
Ameritas Investment Partners
Nebraska
$8.71K +$8.71K +1,137 New
TRCT
36
Tower Research Capital (TRC)
New York
$2.76K -$20.6K -2,683 -88%
Federated Hermes
37
Federated Hermes
Pennsylvania
$1.42K +$1.42K +185 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$44 +$44 +6 New
Citadel Advisors
39
Citadel Advisors
Florida
– -$207K -38,609 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$189K -35,259 Closed
FFA
41
Farther Finance Advisors
California
– -$128K -23,802 Closed
AI
42
Acuitas Investments
Washington
– -$121K -22,458 Closed
Jane Street
43
Jane Street
New York
– -$76.5K -14,209 Closed
VA
44
Verdad Advisers
Massachusetts
– -$72.8K -13,519 Closed
FCH
45
Freestone Capital Holdings
Washington
– -$62.1K -11,576 Closed
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