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Security National Financial
SNFCA

Overview Fund Activity

51 hedge funds and large institutions have $91.8M invested in Security National Financial in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
51
Holders Change
-6
Holders Change %
-10.53%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
22
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MI
1
M3F Inc
Utah
$18.9M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$789K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.84M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$640K
5
UM
5
UniSuper Management
Australia
$220K

Top Sellers

1
CC
1
Carlson Capital
Texas
$0
2
SIA
2
Soltis Investment Advisors
Utah
$26M
3
Northern Trust
3
Northern Trust
Illinois
$397K
4
DWM
4
Diversify Wealth Management
Utah
$0
5
Millennium Management
5
Millennium Management
New York
$752K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$344K -$41.9K -4,780 -11%
PWA
27
Physician Wealth Advisors
Utah
$310K -$15.5K -1,695 -5%
Morgan Stanley
28
Morgan Stanley
New York
$297K -$86.4K -9,858 -23%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$283K +$34.4K +3,927 +14%
RWM
30
Ritholtz Wealth Management
New York
$236K +$96K +10,957 +69%
Marshall Wace
31
Marshall Wace
United Kingdom
$231K +$103K +11,741 +80%
UM
32
UniSuper Management
Australia
$220K +$220K +25,137 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$206K +$206K +23,495 New
Citigroup
34
Citigroup
New York
$174K +$90.7K +10,347 +109%
LCM
35
Lunt Capital Management
Utah
$146K – – –
PAS
36
Point72 Asia (Singapore)
Singapore
$131K +$6.24K +712 +5%
Bank of America
37
Bank of America
North Carolina
$120K +$1.57K +179 +1%
JFG
38
Jefferies Financial Group
New York
$109K +$109K +12,390 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$101K -$17 -2 -0%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$58.6K +$55.1K +6,290 +1,588%
ACM
41
Aster Capital Management
United Arab Emirates
$54.9K +$54.9K +6,269 New
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$22.9K -$62.3K -7,113 -73%
CSS
43
Cubist Systematic Strategies
Connecticut
$21.9K +$17.3K +1,978 +383%
Federated Hermes
44
Federated Hermes
Pennsylvania
$6.26K -$561 -64 -8%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$4.53K +$140 +16 +3%
TRCT
46
Tower Research Capital (TRC)
New York
$3.99K -$51.7K -5,899 -93%
Comerica Bank
47
Comerica Bank
Texas
$2.52K -$123 -14 -5%
Wells Fargo
48
Wells Fargo
California
$2.01K – – –
UBS Group
49
UBS Group
Switzerland
$791 -$12.6K -1,429 -94%
PD
50
Point72 (DIFC)
United Arab Emirates
$690 +$690 +79 New
1
2
3