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Security National Financial

24 hedge funds and large institutions have $4.92M invested in Security National Financial in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

20% more funds holding

Funds holding: 2024 (+4)

17% more capital invested

Capital invested by funds: $4.2M → $4.92M (+$724K)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.03M +$142K +51,725 +9%
BCM
2
Bridgeway Capital Management
Texas
$713K -$319K -116,336 -34%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$498K +$97.5K +35,552 +29%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$302K +$12.1K +4,415 +5%
Goldman Sachs
5
Goldman Sachs
New York
$263K +$17.2K +6,286 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$188K
MC
7
Menta Capital
California
$159K
BFA
8
BlackRock Fund Advisors
California
$156K +$9.73K +3,545 +8%
Northern Trust
9
Northern Trust
Illinois
$147K +$96 +35 +0.1%
BIT
10
BlackRock Institutional Trust
California
$107K -$6.98K -2,544 -7%
RCM
11
Rotella Capital Management
Washington
$98K +$86.2K +31,409 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$83K
Renaissance Technologies
13
Renaissance Technologies
New York
$75K +$65.8K +23,967 New
Invesco
14
Invesco
Georgia
$55K
Deutsche Bank
15
Deutsche Bank
Germany
$18K +$16.1K +5,850 New
BIM
16
BlackRock Investment Management
Delaware
$8K
UBS Group
17
UBS Group
Switzerland
$7K +$5.98K +2,178 New
Federated Hermes
18
Federated Hermes
Pennsylvania
$6K +$5K +1,821 New
Creative Planning
19
Creative Planning
Kansas
$4K +$3.6K +1,312 New
TRCT
20
Tower Research Capital (TRC)
New York
$3K -$18.1K -6,608 -89%
GC
21
Globeflex Capital
California
$1K -$126 -46 -14%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 -$1.34K -488 -38%
VKH
23
Virtu KCG Holdings
New York
-$66K -24,793 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$2.39K -872 -96%

SNFCA Hedge Fund Activity: Q4 2014 in Review

24 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2014, worth a combined $4.92M — up 17% from $4.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SNFCA positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $142K. The largest seller was Bridgeway Capital Management, cutting an estimated $319K.

  • 24 institutional investors held Security National Financial (SNFCA) as of Q4 2014, up from 20 in Q3 2014.
  • Funds reported $4.92M of Security National Financial stock for Q4 2014, up 17% quarter-over-quarter.
  • 6 funds opened new Security National Financial positions in Q4 2014 and 1 closed out, a net change of +5 holders.
  • The largest Security National Financial buyer in Q4 2014 was Vanguard Group, an estimated $142K added.
  • The largest Security National Financial seller in Q4 2014 was Bridgeway Capital Management, an estimated $319K sold.

Based on aggregated 13F filings for Q4 2014.