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Security National Financial

25 hedge funds and large institutions have $6.75M invested in Security National Financial in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

38% more capital invested

Capital invested by funds: $4.89M → $6.75M (+$1.86M)

4% more funds holding

Funds holding: 2425 (+1)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.5M +$4.15K +1,185 +0.2%
BCM
2
Bridgeway Capital Management
Texas
$1.01M +$120K +34,361 +15%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$695K +$66.6K +19,024 +12%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$339K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$231K
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$204K +$186K +53,094 New
SF
7
Synovus Financial
Georgia
$202K +$184K +52,593 New
Goldman Sachs
8
Goldman Sachs
New York
$191K +$8.56K +2,446 +5%
MC
9
Menta Capital
California
$189K
Renaissance Technologies
10
Renaissance Technologies
New York
$178K +$41.5K +11,858 +34%
BFA
11
BlackRock Fund Advisors
California
$174K -$5.14K -1,469 -3%
Northern Trust
12
Northern Trust
Illinois
$151K -$16.2K -4,619 -10%
Invesco
13
Invesco
Georgia
$151K +$2.44K +698 +2%
BIT
14
BlackRock Institutional Trust
California
$131K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$117K +$13.4K +3,829 +14%
CAM
16
ClariVest Asset Management
California
$105K
Morgan Stanley
17
Morgan Stanley
New York
$86K +$38.1K +10,896 +94%
UBS Group
18
UBS Group
Switzerland
$58K +$52.5K +15,007 New
Deutsche Bank
19
Deutsche Bank
Germany
$13K +$259 +74 +2%
BIM
20
BlackRock Investment Management
Delaware
$8K -$2.28K -652 -25%
TRCT
21
Tower Research Capital (TRC)
New York
$7K -$15.7K -4,486 -71%
Federated Hermes
22
Federated Hermes
Pennsylvania
$7K
GC
23
Globeflex Capital
California
$1K
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3
EGA
25
Eagle Global Advisors
Texas
-$96K -31,626 Closed

SNFCA Hedge Fund Activity: Q2 2015 in Review

25 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2015, worth a combined $6.75M — up 38% from $4.89M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SNFCA positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $186K. The largest seller was Eagle Global Advisors, exiting entirely with an estimated $96K sold.

  • 25 institutional investors held Security National Financial (SNFCA) as of Q2 2015, up from 24 in Q1 2015.
  • Funds reported $6.75M of Security National Financial stock for Q2 2015, up 38% quarter-over-quarter.
  • 3 funds opened new Security National Financial positions in Q2 2015 and 2 closed out, a net change of +1 holder.
  • The largest Security National Financial buyer in Q2 2015 was Royal Bank of Canada, an estimated $186K added.
  • The largest Security National Financial seller in Q2 2015 was Eagle Global Advisors, an estimated $96K sold.

Based on aggregated 13F filings for Q2 2015.