Security National Financial
SNFCA
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.
20% more capital invested
Capital invested by funds: $76.5M → $91.8M (+$15.3M)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.16% less ownership
Funds ownership: 55.28% → 52.12% (-3.2%)
11% less funds holding
Funds holding: 57 → 51 (-6)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.66M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$708K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$466K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$217K |
| 5 |
UM
UniSuper Management
Melbourne, Victoria,
Australia
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
-$1.7M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$912K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$620K |
| 4 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
-$488K |
| 5 |
Millennium Management
New York
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Russell Investments Group
London,
United Kingdom
| $552 | +$494 | +66 | New |
|
52
RhumbLine Advisers
Boston,
Massachusetts
| $32 | -$5.12K | -684 | Closed |
|
|
CC
53
Carlson Capital
Dallas,
Texas
| – | -$1.7M | -246,574 | Closed |
|
|
DWM
54
Diversify Wealth Management
Sandy,
Utah
| – | -$488K | -73,677 | Closed |
|
55
Los Angeles Capital Management
Los Angeles,
California
| – | -$131K | -18,957 | Closed |
|
|
YIH
56
Y-Intercept (HK)
Hong Kong
| – | -$91.7K | -13,286 | Closed |
|
57
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| – | -$52K | -7,534 | Closed |
|
|
IC
58
Innealta Capital
Austin,
Texas
| – | -$21.7K | -3,151 | Closed |
|
59
Allspring Global Investments
Charlotte,
North Carolina
| – | -$14.5K | -2,105 | Closed |
|
60
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$4.84K | -736 | Closed |
|
61
New York State Common Retirement Fund
Albany,
New York
| – | -$847 | -123 | Closed |
|
62
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -111 | Closed |
|
SNFCA Hedge Fund Activity: Q3 2024 in Review
51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2024, worth a combined $91.8M — up 20% from $76.5M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of SNFCA and 7 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 22 added.
The largest buyer was M3F Inc, adding an estimated $1.66M. The largest seller was Carlson Capital, exiting entirely with an estimated $1.7M sold.
- 51 institutional investors held Security National Financial (SNFCA) as of Q3 2024, down from 57 in Q2 2024.
- Funds reported $91.8M of Security National Financial stock for Q3 2024, up 20% quarter-over-quarter.
- 7 funds opened new Security National Financial positions in Q3 2024 and 13 closed out, a net change of -6 holders.
- The largest Security National Financial buyer in Q3 2024 was M3F Inc, an estimated $1.66M added.
- The largest Security National Financial seller in Q3 2024 was Carlson Capital, an estimated $1.7M sold.
Based on aggregated 13F filings for Q3 2024.