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Security National Financial
SNFCA

Overview Fund Activity

21 hedge funds and large institutions have $5.4M invested in Security National Financial in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
21
Holders Change
-7
Holders Change %
-25%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86M
2
MC
2
Menta Capital
California
$141K
3
BCM
3
Bridgeway Capital Management
Texas
$1.29M
4
BFA
4
BlackRock Fund Advisors
California
$127K
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$2K

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$0
3
Invesco
3
Invesco
Georgia
$265K
4
CS
4
Credit Suisse
Switzerland
$0
5
PPA
5
Parametric Portfolio Associates
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86M 564,463 +180,546 +47%
BCM
2
Bridgeway Capital Management
Texas
$1.29M 392,080 +4,960 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$352K 106,931 – –
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$277K 84,091 – –
Invesco
5
Invesco
Georgia
$265K 80,321 -54,297 -40%
Goldman Sachs
6
Goldman Sachs
New York
$251K 76,367 -23,063 -23%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$189K 57,459 – –
Morgan Stanley
8
Morgan Stanley
New York
$149K 45,220 -35,690 -44%
MC
9
Menta Capital
California
$141K 42,766 +22,954 +116%
Northern Trust
10
Northern Trust
Illinois
$131K 39,718 -1,121 -3%
BFA
11
BlackRock Fund Advisors
California
$127K 38,680 +3,049 +9%
BIT
12
BlackRock Institutional Trust
California
$107K 32,373 – –
AQR Capital Management
13
AQR Capital Management
Connecticut
$84K 25,586 -17,304 -40%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$82K 24,904 – –
TRCT
15
Tower Research Capital (TRC)
New York
$58K 17,568 -3,083 -15%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$32K 9,565 -5,713 -37%
U
17
UBS
Switzerland
$6K 1,881 -4,151 -69%
AllianceBernstein
18
AllianceBernstein
Tennessee
$2K 563 +556 +7,943%
GC
19
Globeflex Capital
California
$1K 335 +335 New
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4 1,303 +327 +34%
PI
21
Putnam Investments
Massachusetts
– – -100,494 Closed
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
– – -81,451 Closed
CS
23
Credit Suisse
Switzerland
– – -42,910 Closed
PPA
24
Parametric Portfolio Associates
Washington
– – -40,635 Closed
Jane Street
25
Jane Street
New York
– – -26,733 Closed
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