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Security National Financial

57 hedge funds and large institutions have $76.5M invested in Security National Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
11
Reduced
24
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2.87K -$211K -29,170 -99%
Comerica Bank
52
Comerica Bank
Texas
$2.19K
Wells Fargo
53
Wells Fargo
California
$1.66K -$35.7K -4,914 -96%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$1K -$44.5K -5,211 -98%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +106 New
Invesco
56
Invesco
Georgia
-$348K -48,528 Closed
Bank of New York Mellon
57
Bank of New York Mellon
New York
-$284K -39,515 Closed
Charles Schwab
58
Charles Schwab
California
-$282K -39,250 Closed
PAM
59
Panagora Asset Management
Massachusetts
-$177K -24,709 Closed
HIM
60
Hillsdale Investment Management
Ontario, Canada
-$176K -24,586 Closed
AI
61
Acuitas Investments
Washington
-$161K -22,458 Closed
Nuveen Asset Management
62
Nuveen Asset Management
Illinois
-$119K -16,577 Closed
AIG
63
American International Group
New York
-$49.2K -6,855 Closed
Acadian Asset Management
64
Acadian Asset Management
Massachusetts
-$42K -5,972 Closed
Osaic Holdings
65
Osaic Holdings
Arizona
-$24.2K -3,379 Closed
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
-$10K -1,399 Closed
Legal & General Group
67
Legal & General Group
United Kingdom
-$8.66K -1,207 Closed
AIP
68
Ameritas Investment Partners
Nebraska
-$8.16K -1,137 Closed
AB
69
Amalgamated Bank
New York
-$3K -464 Closed
AWM
70
Avior Wealth Management
Nebraska
-$7 -1 Closed