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Security National Financial

27 hedge funds and large institutions have $5.83M invested in Security National Financial in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

3% less capital invested

Capital invested by funds: $6.02M → $5.83M (-$183K)

13% less funds holding

Funds holding: 3127 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95M +$392 +137 +0%
BCM
2
Bridgeway Capital Management
Texas
$868K
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$610K
EGA
4
Eagle Global Advisors
Texas
$424K +$28.1K +9,834 +7%
Renaissance Technologies
5
Renaissance Technologies
New York
$394K +$48.5K +16,963 +14%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$259K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$235K
BIT
8
BlackRock Institutional Trust
California
$161K +$59.6K +20,840 +61%
SF
9
Synovus Financial
Georgia
$154K
MC
10
Menta Capital
California
$141K
BFA
11
BlackRock Fund Advisors
California
$124K -$1.85K -648 -2%
Deutsche Bank
12
Deutsche Bank
Germany
$124K +$25.1K +8,784 +26%
Northern Trust
13
Northern Trust
Illinois
$120K
Bank of New York Mellon
14
Bank of New York Mellon
New York
$89K
Goldman Sachs
15
Goldman Sachs
New York
$86K -$10.9K -3,809 -11%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$52K +$40.7K +14,244 +408%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$13K +$355 +124 +3%
BIM
18
BlackRock Investment Management
Delaware
$6K
IA
19
IFP Advisors
Florida
$6K +$6.22K +2,176 New
Creative Planning
20
Creative Planning
Kansas
$4K
TRCT
21
Tower Research Capital (TRC)
New York
$3K -$8.68K -3,035 -74%
Federated Hermes
22
Federated Hermes
Pennsylvania
$3K -$2.49K -870 -48%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K +$1.01K +354 +44%
SIM
24
Sonora Investment Management
Arizona
$1.92K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K -$130K -45,512 -99%

SNFCA Hedge Fund Activity: Q2 2016 in Review

27 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2016, worth a combined $5.83M — down 3% from $6.02M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SNFCA and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was BlackRock Institutional Trust, adding an estimated $59.6K. The largest seller was Royal Bank of Canada, cutting an estimated $130K.

  • 27 institutional investors held Security National Financial (SNFCA) as of Q2 2016, down from 31 in Q1 2016.
  • Funds reported $5.83M of Security National Financial stock for Q2 2016, down 3% quarter-over-quarter.
  • 1 fund opened new Security National Financial positions in Q2 2016 and 5 closed out, a net change of -4 holders.
  • The largest Security National Financial buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $59.6K added.
  • The largest Security National Financial seller in Q2 2016 was Royal Bank of Canada, an estimated $130K sold.

Based on aggregated 13F filings for Q2 2016.