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Security National Financial

24 hedge funds and large institutions have $7.12M invested in Security National Financial in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $6.84M → $7.12M (+$278K)

0.08% more ownership

Funds ownership: 15.43%15.51% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

8% less funds holding

Funds holding: 2624 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.1M -$15.8K -4,771 -0.8%
BCM
2
Bridgeway Capital Management
Texas
$1.23M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$787K +$68.2K +20,566 +10%
Renaissance Technologies
4
Renaissance Technologies
New York
$603K +$58K +17,466 +11%
SF
5
Synovus Financial
Georgia
$447K
BlackRock
6
BlackRock
New York
$312K -$31.7K -9,550 -9%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$294K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$267K
ZIM
9
ZPR Investment Management
Florida
$227K -$6.02K -1,813 -3%
Northern Trust
10
Northern Trust
Illinois
$162K +$10.5K +3,177 +7%
MC
11
Menta Capital
California
$137K
Deutsche Bank
12
Deutsche Bank
Germany
$128K +$20.8K +6,281 +19%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$110K +$110K +33,050 New
FA
14
FDx Advisors
Illinois
$92K
VFA
15
Voya Financial Advisors
Connecticut
$92K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$80K
PAM
17
Panagora Asset Management
Massachusetts
$21K -$697 -210 -3%
TRCT
18
Tower Research Capital (TRC)
New York
$16K +$15.8K +4,759 New
UBS Group
19
UBS Group
Switzerland
$13K +$2.16K +651 +20%
SIM
20
Sonora Investment Management
Arizona
$2.18K
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1K -$4.22K -1,271 -84%
Wells Fargo
22
Wells Fargo
California
$1K
HW
23
Hancock Whitney
Mississippi
-$165K -51,404 Closed
IA
24
IFP Advisors
Florida
-$10K -2,970 Closed
Morgan Stanley
25
Morgan Stanley
New York
-$9K -2,760 Closed

SNFCA Hedge Fund Activity: Q4 2017 in Review

24 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2017, worth a combined $7.12M — up 4.1% from $6.84M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SNFCA and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $110K. The largest seller was Hancock Whitney, exiting entirely with an estimated $165K sold.

  • 24 institutional investors held Security National Financial (SNFCA) as of Q4 2017, down from 26 in Q3 2017.
  • Funds reported $7.12M of Security National Financial stock for Q4 2017, up 4.1% quarter-over-quarter.
  • 3 funds opened new Security National Financial positions in Q4 2017 and 5 closed out, a net change of -2 holders.
  • The largest Security National Financial buyer in Q4 2017 was Susquehanna International Group, an estimated $110K added.
  • The largest Security National Financial seller in Q4 2017 was Hancock Whitney, an estimated $165K sold.

Based on aggregated 13F filings for Q4 2017.