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Security National Financial

20 hedge funds and large institutions have $4.2M invested in Security National Financial in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $3.56M → $4.2M (+$635K)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

5% less funds holding

Funds holding: 2120 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61M +$11.3K +4,602 +0.8%
BCM
2
Bridgeway Capital Management
Texas
$929K
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$334K +$27.6K +11,279 +10%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$238K
Goldman Sachs
5
Goldman Sachs
New York
$210K +$1.3K +530 +0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$162K
MC
7
Menta Capital
California
$137K
Northern Trust
8
Northern Trust
Illinois
$126K -$27 -11 -0%
BFA
9
BlackRock Fund Advisors
California
$125K -$8.19K -3,348 -7%
BIT
10
BlackRock Institutional Trust
California
$99K +$6.5K +2,655 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$72K
VKH
12
Virtu KCG Holdings
New York
$66K +$60.7K +24,793 New
Invesco
13
Invesco
Georgia
$47K -$14.8K -6,029 -26%
TRCT
14
Tower Research Capital (TRC)
New York
$20K -$30K -12,258 -62%
U
15
UBS
Switzerland
$10K +$2.39K +978 +35%
BIM
16
BlackRock Investment Management
Delaware
$7K
Morgan Stanley
17
Morgan Stanley
New York
$2K +$2.13K +872 +2,357%
GC
18
Globeflex Capital
California
$1K -$250 -102 -24%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4
Wells Fargo
20
Wells Fargo
California
-$3.95K -1,614 -100%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
-$3K -985 Closed
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
-$1.4K -602 Closed

SNFCA Hedge Fund Activity: Q3 2014 in Review

20 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2014, worth a combined $4.2M — up 18% from $3.56M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SNFCA and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 6 added.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $60.7K. The largest seller was Tower Research Capital (TRC), cutting an estimated $30K.

  • 20 institutional investors held Security National Financial (SNFCA) as of Q3 2014, down from 21 in Q2 2014.
  • Funds reported $4.2M of Security National Financial stock for Q3 2014, up 18% quarter-over-quarter.
  • 1 fund opened new Security National Financial positions in Q3 2014 and 2 closed out, a net change of -1 holder.
  • The largest Security National Financial buyer in Q3 2014 was Virtu KCG Holdings, an estimated $60.7K added.
  • The largest Security National Financial seller in Q3 2014 was Tower Research Capital (TRC), an estimated $30K sold.

Based on aggregated 13F filings for Q3 2014.