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Security National Financial

24 hedge funds and large institutions have $4.89M invested in Security National Financial in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1% less capital invested

Capital invested by funds: $4.92M → $4.89M (-$34K)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.98M +$6.42K +1,927 +0.3%
BCM
2
Bridgeway Capital Management
Texas
$692K +$7 +2 +0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$492K +$9.42K +2,827 +2%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$302K -$14.7K -4,415 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$183K +$7 +2 +0%
MC
6
Menta Capital
California
$150K -$5.32K -1,596 -3%
Goldman Sachs
7
Goldman Sachs
New York
$144K -$123K -36,807 -44%
BFA
8
BlackRock Fund Advisors
California
$142K -$10.5K -3,166 -6%
Northern Trust
9
Northern Trust
Illinois
$134K -$9.01K -2,705 -6%
Invesco
10
Invesco
Georgia
$118K +$70.1K +21,036 +120%
Renaissance Technologies
11
Renaissance Technologies
New York
$105K +$35.3K +10,606 +44%
BIT
12
BlackRock Institutional Trust
California
$104K -$3 -1 -0%
EGA
13
Eagle Global Advisors
Texas
$96K +$105K +31,626 New
CAM
14
ClariVest Asset Management
California
$83K +$91.4K +27,439 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$81K
Morgan Stanley
16
Morgan Stanley
New York
$35K +$38.5K +11,570 +31,270%
TRCT
17
Tower Research Capital (TRC)
New York
$19K +$18.4K +5,520 +671%
Deutsche Bank
18
Deutsche Bank
Germany
$10K -$8.33K -2,502 -43%
BIM
19
BlackRock Investment Management
Delaware
$8K -$3 -1 -0%
Federated Hermes
20
Federated Hermes
Pennsylvania
$6K -$3 -1 -0.1%
Creative Planning
21
Creative Planning
Kansas
$4K +$3 +1 +0.1%
GC
22
Globeflex Capital
California
$1K -$323 -97 -34%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2
RCM
24
Rotella Capital Management
Washington
-$98K -31,409 Closed
UBS Group
25
UBS Group
Switzerland
-$7K -2,178 Closed

SNFCA Hedge Fund Activity: Q1 2015 in Review

24 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2015, worth a combined $4.89M — down 0.69% from $4.92M a quarter earlier.

Fund positioning in SNFCA was balanced in Q1 2015: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 10 trimmed.

The largest buyer was Eagle Global Advisors, opening a new position worth an estimated $105K. The largest seller was Goldman Sachs, cutting an estimated $123K.

  • 24 institutional investors held Security National Financial (SNFCA) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $4.89M of Security National Financial stock for Q1 2015, down 0.69% quarter-over-quarter.
  • 2 funds opened new Security National Financial positions in Q1 2015 and 2 closed out, a net change of 0 holders.
  • The largest Security National Financial buyer in Q1 2015 was Eagle Global Advisors, an estimated $105K added.
  • The largest Security National Financial seller in Q1 2015 was Goldman Sachs, an estimated $123K sold.

Based on aggregated 13F filings for Q1 2015.