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Security National Financial
SNFCA

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

11% less funds holding

Funds holding: 57 → 51 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.85M
2
+$789K
3
+$520K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$256K
5
UM
UniSuper Management
Australia
+$220K

Top Sellers

1
-$1.7M
2
-$1.02M
3
-$692K
4
DWM
Diversify Wealth Management
Utah
-$488K
5
Millennium Management
Millennium Management
New York
-$378K
Name Holding Trade Value Shares
Change 		Change in
Stake
51
$552
52
$32
53
–
54
–
55
–
56
–
57
–
58
–
59
–
60
–
61
–
62
–
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3