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Security National Financial

28 hedge funds and large institutions have $8.95M invested in Security National Financial in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

16% more capital invested

Capital invested by funds: $7.73M → $8.95M (+$1.22M)

12% more funds holding

Funds holding: 2528 (+3)

0.06% more ownership

Funds ownership: 15.11%15.16% (+0.06%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.71M -$137K -31,391 -5%
BCM
2
Bridgeway Capital Management
Texas
$1.5M +$159K +36,575 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$908K +$5.5K +1,262 +0.6%
Renaissance Technologies
4
Renaissance Technologies
New York
$688K +$12.8K +2,929 +2%
EGA
5
Eagle Global Advisors
Texas
$515K
BlackRock
6
BlackRock
New York
$435K +$443K +101,710 New
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$378K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$353K +$10K +2,306 +3%
SF
9
Synovus Financial
Georgia
$336K
MC
10
Menta Capital
California
$188K -$2.19K -503 -1%
Northern Trust
11
Northern Trust
Illinois
$188K +$714 +164 +0.4%
HW
12
Hancock Whitney
Mississippi
$184K +$187K +43,022 New
Deutsche Bank
13
Deutsche Bank
Germany
$157K -$27.7K -6,360 -15%
ZIM
14
ZPR Investment Management
Florida
$116K +$118K +27,194 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$104K +$4 +1 +0%
VKH
16
Virtu KCG Holdings
New York
$94K +$96.1K +22,071 New
PAM
17
Panagora Asset Management
Massachusetts
$33K +$33.8K +7,760 New
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$20K
Morgan Stanley
19
Morgan Stanley
New York
$11K
IA
20
IFP Advisors
Florida
$9K -$4 -1 -0%
Creative Planning
21
Creative Planning
Kansas
$6K
Wells Fargo
22
Wells Fargo
California
$5K +$4.3K +988 +373%
UBS Group
23
UBS Group
Switzerland
$5K +$5.27K +1,210 New
Federated Hermes
24
Federated Hermes
Pennsylvania
$4K -$9 -2 -0.2%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K

SNFCA Hedge Fund Activity: Q1 2017 in Review

28 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2017, worth a combined $8.95M — up 16% from $7.73M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SNFCA positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $443K. The largest seller was Vanguard Group, cutting an estimated $137K.

  • 28 institutional investors held Security National Financial (SNFCA) as of Q1 2017, up from 25 in Q4 2016.
  • Funds reported $8.95M of Security National Financial stock for Q1 2017, up 16% quarter-over-quarter.
  • 7 funds opened new Security National Financial positions in Q1 2017 and 1 closed out, a net change of +6 holders.
  • The largest Security National Financial buyer in Q1 2017 was BlackRock, an estimated $443K added.
  • The largest Security National Financial seller in Q1 2017 was Vanguard Group, an estimated $137K sold.

Based on aggregated 13F filings for Q1 2017.