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Security National Financial

26 hedge funds and large institutions have $6.7M invested in Security National Financial in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

15% more capital invested

Capital invested by funds: $5.83M → $6.7M (+$863K)

4% less funds holding

Funds holding: 2726 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.34M +$5.29K +1,610 +0.2%
BCM
2
Bridgeway Capital Management
Texas
$1.04M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$729K
Renaissance Technologies
4
Renaissance Technologies
New York
$473K +$1.44K +439 +0.3%
EGA
5
Eagle Global Advisors
Texas
$423K -$79.6K -24,261 -17%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$309K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$280K
BIT
8
BlackRock Institutional Trust
California
$193K
SF
9
Synovus Financial
Georgia
$185K
MC
10
Menta Capital
California
$166K -$2.15K -655 -1%
BFA
11
BlackRock Fund Advisors
California
$149K +$144 +44 +0.1%
Northern Trust
12
Northern Trust
Illinois
$144K +$131 +40 +0.1%
Deutsche Bank
13
Deutsche Bank
Germany
$127K -$21K -6,410 -15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$91K -$15.1K -4,606 -15%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$16K +$548 +167 +4%
IA
16
IFP Advisors
Florida
$8K
BIM
17
BlackRock Investment Management
Delaware
$8K +$565 +172 +9%
Bank of America
18
Bank of America
North Carolina
$6K +$4.22K +1,287 +280%
Creative Planning
19
Creative Planning
Kansas
$5K
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K
Federated Hermes
21
Federated Hermes
Pennsylvania
$3K
UBS Group
22
UBS Group
Switzerland
$3K +$3.21K +978 New
SIM
23
Sonora Investment Management
Arizona
$2.3K
TRCT
24
Tower Research Capital (TRC)
New York
$1K -$2.53K -772 -72%
Goldman Sachs
25
Goldman Sachs
New York
-$86K -29,507 Closed

SNFCA Hedge Fund Activity: Q3 2016 in Review

26 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2016, worth a combined $6.7M — up 15% from $5.83M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SNFCA and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was Vanguard Group, adding an estimated $5.29K. The largest seller was Goldman Sachs, exiting entirely with an estimated $86K sold.

  • 26 institutional investors held Security National Financial (SNFCA) as of Q3 2016, down from 27 in Q2 2016.
  • Funds reported $6.7M of Security National Financial stock for Q3 2016, up 15% quarter-over-quarter.
  • 1 fund opened new Security National Financial positions in Q3 2016 and 2 closed out, a net change of -1 holder.
  • The largest Security National Financial buyer in Q3 2016 was Vanguard Group, an estimated $5.29K added.
  • The largest Security National Financial seller in Q3 2016 was Goldman Sachs, an estimated $86K sold.

Based on aggregated 13F filings for Q3 2016.