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Security National Financial

55 hedge funds and large institutions have $85.9M invested in Security National Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
21
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VA
26
Verdad Advisers
Massachusetts
$242K +$242K +29,619 New
Bank of America
27
Bank of America
North Carolina
$202K -$36.1K -4,426 -15%
VF
28
Virtu Financial
New York
$147K +$147K +17,982 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$144K +$70.4K +8,621 +96%
HIM
30
Hillsdale Investment Management
Ontario, Canada
$138K +$138K +16,868 New
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$135K
Citadel Advisors
32
Citadel Advisors
Florida
$132K +$132K +16,146 New
RWM
33
Ritholtz Wealth Management
New York
$132K +$3.98K +488 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$131K +$15.8K +1,936 +14%
UBS Group
35
UBS Group
Switzerland
$126K +$63.3K +7,749 +101%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$119K +$1.02K +125 +0.9%
Jane Street
37
Jane Street
New York
$94.1K +$94.1K +11,533 New
PAM
38
Panagora Asset Management
Massachusetts
$92.4K +$92.4K +11,322 New
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$63K -$46.1K -5,727 -42%
AIG
40
American International Group
New York
$56.5K +$351 +43 +0.6%
A
41
AJOVista
Massachusetts
$50.1K +$50.1K +6,134 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$43K
Wells Fargo
43
Wells Fargo
California
$36.8K +$7.17K +878 +24%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$35.4K -$111K -13,621 -76%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$18.7K -$6.11K -748 -25%
Citigroup
46
Citigroup
New York
$16.3K +$16.3K +1,991 +18,100%
Federated Hermes
47
Federated Hermes
Pennsylvania
$12K +$3.25K +398 +37%
TRCT
48
Tower Research Capital (TRC)
New York
$10.4K -$3.67K -449 -26%
AB
49
Amalgamated Bank
New York
$10K -$1.15K -138 -10%
Legal & General Group
50
Legal & General Group
United Kingdom
$9.86K