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Security National Financial

23 hedge funds and large institutions have $3.52M invested in Security National Financial in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

17% less capital invested

Capital invested by funds: $4.25M → $3.52M (-$733K)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31M -$5 -2 -0%
BCM
2
Bridgeway Capital Management
Texas
$864K -$46K -19,867 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$248K -$21 -9 -0%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$193K -$2 -1 -0%
Goldman Sachs
5
Goldman Sachs
New York
$169K +$17.2K +7,430 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$133K +$2 +1 +0%
MC
7
Menta Capital
California
$112K -$2 -1 -0%
BFA
8
BlackRock Fund Advisors
California
$106K +$13.5K +5,830 +14%
Northern Trust
9
Northern Trust
Illinois
$106K +$13.6K +5,850 +14%
BIT
10
BlackRock Institutional Trust
California
$75K -$2 -1 -0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$58K +$2 +1 +0%
Invesco
12
Invesco
Georgia
$52K -$133K -57,255 -71%
TRCT
13
Tower Research Capital (TRC)
New York
$41K -$49.4K -21,306 -54%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$35K -$5 -2 -0%
U
15
UBS
Switzerland
$10K +$2.46K +1,063 +29%
Deutsche Bank
16
Deutsche Bank
Germany
$3K +$3.94K +1,700 +3,269%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$1.27K -$2 -1 -0.2%
GC
18
Globeflex Capital
California
$1K -$2 -1 -0.2%
AllianceBernstein
19
AllianceBernstein
Tennessee
$1K
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 -$2 -1 -0.1%
Morgan Stanley
21
Morgan Stanley
New York
-$75.5K -32,594 -100%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
+$5 +2 New

SNFCA Hedge Fund Activity: Q1 2014 in Review

23 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2014, worth a combined $3.52M — down 17% from $4.25M a quarter earlier.

Fund positioning in SNFCA was balanced in Q1 2014: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $17.2K. The largest seller was Invesco, cutting an estimated $133K.

  • 23 institutional investors held Security National Financial (SNFCA) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $3.52M of Security National Financial stock for Q1 2014, down 17% quarter-over-quarter.
  • 1 fund opened new Security National Financial positions in Q1 2014 and 1 closed out, a net change of 0 holders.
  • The largest Security National Financial buyer in Q1 2014 was Goldman Sachs, an estimated $17.2K added.
  • The largest Security National Financial seller in Q1 2014 was Invesco, an estimated $133K sold.

Based on aggregated 13F filings for Q1 2014.