Security National Financial
SNFCA
43 hedge funds and large institutions have $42.4M invested in Security National Financial in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
13% more funds holding
Funds holding: 38 → 43 (+5)
19.88% less ownership
Funds ownership: 51.29% → 31.41% (-20%)
40% less capital invested
Capital invested by funds: $70.6M → $42.4M (-$28.2M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$614K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$414K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$357K |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$241K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$26.7M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$167K |
| 3 |
Goldman Sachs
New York
|
-$73.4K |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
-$58.8K |
| 5 |
Citigroup
New York
|
-$30.6K |
SNFCA Hedge Fund Activity: Q3 2023 in Review
43 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2023, worth a combined $42.4M — down 40% from $70.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SNFCA positions and 1 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was BlackRock, adding an estimated $614K. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $26.7M sold.
- 43 institutional investors held Security National Financial (SNFCA) as of Q3 2023, up from 38 in Q2 2023.
- Funds reported $42.4M of Security National Financial stock for Q3 2023, down 40% quarter-over-quarter.
- 7 funds opened new Security National Financial positions in Q3 2023 and 1 closed out, a net change of +6 holders.
- The largest Security National Financial buyer in Q3 2023 was BlackRock, an estimated $614K added.
- The largest Security National Financial seller in Q3 2023 was Soltis Investment Advisors, an estimated $26.7M sold.
Based on aggregated 13F filings for Q3 2023.