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Security National Financial

26 hedge funds and large institutions have $6.84M invested in Security National Financial in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.68% less ownership

Funds ownership: 16.11%15.43% (-0.68%)

24% less capital invested

Capital invested by funds: $8.95M → $6.84M (-$2.11M)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.03M
BCM
2
Bridgeway Capital Management
Texas
$1.18M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$692K -$6.98K -1,846 -0.8%
Renaissance Technologies
4
Renaissance Technologies
New York
$530K +$16.9K +4,477 +3%
SF
5
Synovus Financial
Georgia
$434K
BlackRock
6
BlackRock
New York
$334K -$5.41K -1,429 -1%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$283K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$257K
ZIM
9
ZPR Investment Management
Florida
$226K +$4.03K +1,064 +2%
HW
10
Hancock Whitney
Mississippi
$165K +$12K +3,181 +7%
Northern Trust
11
Northern Trust
Illinois
$148K -$7.3K -1,930 -4%
MC
12
Menta Capital
California
$133K -$9.6K -2,538 -6%
Deutsche Bank
13
Deutsche Bank
Germany
$105K -$6.27K -1,658 -5%
VFA
14
Voya Financial Advisors
Connecticut
$91K +$106K +27,897 New
FA
15
FDx Advisors
Illinois
$89K +$106K +27,897 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$78K
PAM
17
Panagora Asset Management
Massachusetts
$20K -$5.18K -1,369 -18%
UBS Group
18
UBS Group
Switzerland
$11K +$6.53K +1,727 +109%
IA
19
IFP Advisors
Florida
$10K
Morgan Stanley
20
Morgan Stanley
New York
$9K +$189 +50 +2%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$5K -$14.5K -3,845 -72%
SIM
22
Sonora Investment Management
Arizona
$2.1K
Federated Hermes
23
Federated Hermes
Pennsylvania
$2K -$1.17K -310 -33%
Wells Fargo
24
Wells Fargo
California
$1K -$11.4K -3,020 -87%
EGA
25
Eagle Global Advisors
Texas
-$483K -120,379 Closed

SNFCA Hedge Fund Activity: Q3 2017 in Review

26 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2017, worth a combined $6.84M — down 24% from $8.95M a quarter earlier.

Fund positioning in SNFCA was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 10 trimmed.

The largest buyer was FDx Advisors, opening a new position worth an estimated $106K. The largest seller was Eagle Global Advisors, exiting entirely with an estimated $483K sold.

  • 26 institutional investors held Security National Financial (SNFCA) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $6.84M of Security National Financial stock for Q3 2017, down 24% quarter-over-quarter.
  • 3 funds opened new Security National Financial positions in Q3 2017 and 3 closed out, a net change of 0 holders.
  • The largest Security National Financial buyer in Q3 2017 was FDx Advisors, an estimated $106K added.
  • The largest Security National Financial seller in Q3 2017 was Eagle Global Advisors, an estimated $483K sold.

Based on aggregated 13F filings for Q3 2017.