Security National Financial
SNFCA
SNFCA
55 hedge funds and large institutions have $77.6M invested in Security National Financial in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
10% less capital invested
Capital invested by funds: $85.9M → $77.6M (-$8.38M)
Holders
55
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$876K | |
| 2 | +$455K | |
| 3 | +$423K | |
| 4 |
FW
FirstPurpose Wealth
Orem,
Utah
|
+$384K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$189K |
Top Sellers
| 1 | -$467K | |
| 2 | -$222K | |
| 3 | -$147K | |
| 4 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$127K |
| 5 |
Jane Street
New York
|
-$94.1K |