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Security National Financial

31 hedge funds and large institutions have $7.91M invested in Security National Financial in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

24% more funds holding

Funds holding: 2531 (+6)

17% more capital invested

Capital invested by funds: $6.75M → $7.91M (+$1.16M)

Holders
31
Holders Change
+6
Holders Change %
+24%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.53M +$13.7K +3,330 +0.5%
BCM
2
Bridgeway Capital Management
Texas
$1.16M +$153K +37,165 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$782K +$88.9K +21,605 +12%
EGA
4
Eagle Global Advisors
Texas
$490K +$526K +127,903 New
Renaissance Technologies
5
Renaissance Technologies
New York
$413K +$253K +61,376 +132%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$341K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$309K +$81.9K +19,906 +33%
SF
8
Synovus Financial
Georgia
$201K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$198K -$5.69K -1,383 -3%
MC
10
Menta Capital
California
$188K
Invesco
11
Invesco
Georgia
$171K +$21.4K +5,196 +13%
BFA
12
BlackRock Fund Advisors
California
$169K -$4.8K -1,167 -3%
Northern Trust
13
Northern Trust
Illinois
$159K +$8.72K +2,119 +5%
BIT
14
BlackRock Institutional Trust
California
$131K
Deutsche Bank
15
Deutsche Bank
Germany
$129K +$125K +30,362 +887%
Goldman Sachs
16
Goldman Sachs
New York
$124K -$71.8K -17,445 -35%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$117K
CAM
18
ClariVest Asset Management
California
$106K
Morgan Stanley
19
Morgan Stanley
New York
$83K -$3.18K -772 -3%
TRCT
20
Tower Research Capital (TRC)
New York
$35K +$30.4K +7,394 +398%
Walleye Trading
21
Walleye Trading
New York
$25K +$26.7K +6,486 New
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$13K +$14.3K +3,468 New
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$11K +$11.4K +2,772 New
BIM
24
BlackRock Investment Management
Delaware
$8K
Federated Hermes
25
Federated Hermes
Pennsylvania
$7K

SNFCA Hedge Fund Activity: Q3 2015 in Review

31 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2015, worth a combined $7.91M — up 17% from $6.75M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SNFCA positions and 0 closed out — a net gain of 6 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Eagle Global Advisors, opening a new position worth an estimated $526K. The largest seller was Goldman Sachs, cutting an estimated $71.8K.

  • 31 institutional investors held Security National Financial (SNFCA) as of Q3 2015, up from 25 in Q2 2015.
  • Funds reported $7.91M of Security National Financial stock for Q3 2015, up 17% quarter-over-quarter.
  • 6 funds opened new Security National Financial positions in Q3 2015 and 0 closed out, a net change of +6 holders.
  • The largest Security National Financial buyer in Q3 2015 was Eagle Global Advisors, an estimated $526K added.
  • The largest Security National Financial seller in Q3 2015 was Goldman Sachs, an estimated $71.8K sold.

Based on aggregated 13F filings for Q3 2015.