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Security National Financial

31 hedge funds and large institutions have $6.02M invested in Security National Financial in 2016 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3231 (-1)

22% less capital invested

Capital invested by funds: $7.7M → $6.02M (-$1.68M)

75% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 20

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
5
Reduced
20
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 +$10.3K +3,035 +0.5%
BCM
2
Bridgeway Capital Management
Texas
$903K -$7 -2 -0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$635K -$44 -13 -0%
EGA
4
Eagle Global Advisors
Texas
$411K -$7 -2 -0%
Renaissance Technologies
5
Renaissance Technologies
New York
$358K -$2.84K -841 -0.7%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$269K -$3 -1 -0%
SF
7
Synovus Financial
Georgia
$160K
MC
8
Menta Capital
California
$147K -$571 -169 -0.4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$140K -$2.05K -606 -1%
BFA
10
BlackRock Fund Advisors
California
$131K -$10.5K -3,115 -7%
Northern Trust
11
Northern Trust
Illinois
$125K -$2.86K -845 -2%
Invesco
12
Invesco
Georgia
$104K -$17.2K -5,086 -13%
BIT
13
BlackRock Institutional Trust
California
$104K -$3 -1 -0%
Deutsche Bank
14
Deutsche Bank
Germany
$103K -$5.77K -1,707 -5%
Goldman Sachs
15
Goldman Sachs
New York
$102K -$3.64K -1,076 -3%
CAM
16
ClariVest Asset Management
California
$94K -$7 -2 -0%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$93K
Morgan Stanley
18
Morgan Stanley
New York
$34K
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$13K
TRCT
20
Tower Research Capital (TRC)
New York
$13K +$9.59K +2,836 +223%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$11K +$2.38K +705 +25%
UBS Group
22
UBS Group
Switzerland
$8K +$3.65K +1,081 +68%
BIM
23
BlackRock Investment Management
Delaware
$6K -$7 -2 -0.1%
Federated Hermes
24
Federated Hermes
Pennsylvania
$6K -$7 -2 -0.1%
Walleye Trading
25
Walleye Trading
New York
$5K -$1.61K -477 -23%

SNFCA Hedge Fund Activity: Q1 2016 in Review

31 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2016, worth a combined $6.02M — down 22% from $7.7M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SNFCA and 0 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 5 added.

The largest buyer was Vanguard Group, adding an estimated $10.3K. The largest seller was Invesco, cutting an estimated $17.2K.

  • 31 institutional investors held Security National Financial (SNFCA) as of Q1 2016, down from 32 in Q4 2015.
  • Funds reported $6.02M of Security National Financial stock for Q1 2016, down 22% quarter-over-quarter.
  • 0 funds opened new Security National Financial positions in Q1 2016 and 1 closed out, a net change of -1 holder.
  • The largest Security National Financial buyer in Q1 2016 was Vanguard Group, an estimated $10.3K added.
  • The largest Security National Financial seller in Q1 2016 was Invesco, an estimated $17.2K sold.

Based on aggregated 13F filings for Q1 2016.