We are live on ! Find out more
SNFCA icon

Security National Financial

24 hedge funds and large institutions have $8.06M invested in Security National Financial in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $7.12M → $8.06M (+$938K)

0.82% more ownership

Funds ownership: 15.51%16.33% (+0.82%)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.2M +$56.3K +17,643 +3%
BCM
2
Bridgeway Capital Management
Texas
$1.25M -$3 -1 -0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$860K +$52.9K +16,571 +7%
MI
4
M3F Inc
Utah
$587K +$551K +172,706 New
Renaissance Technologies
5
Renaissance Technologies
New York
$568K -$49.5K -15,518 -8%
JC
6
JBF Capital
Colorado
$531K +$498K +156,081 New
SF
7
Synovus Financial
Georgia
$460K +$3 +1 +0%
BlackRock
8
BlackRock
New York
$339K +$16.7K +5,242 +6%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$300K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$272K
Northern Trust
11
Northern Trust
Illinois
$166K -$1.06K -334 -0.7%
MC
12
Menta Capital
California
$127K -$12.9K -4,031 -10%
Deutsche Bank
13
Deutsche Bank
Germany
$102K -$28.5K -8,926 -23%
VFA
14
Voya Financial Advisors
Connecticut
$99K
FA
15
FDx Advisors
Illinois
$95K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$83K
UBS Group
17
UBS Group
Switzerland
$8K -$4.8K -1,505 -38%
Wells Fargo
18
Wells Fargo
California
$2K -$10 -3 -0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2K +$2.1K +660 +6,000%
TRCT
20
Tower Research Capital (TRC)
New York
$1K -$14.2K -4,456 -94%
SIM
21
Sonora Investment Management
Arizona
$108 -$1.99K -623 -95%
ZIM
22
ZPR Investment Management
Florida
-$227K -68,785 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$110K -33,050 Closed
PAM
24
Panagora Asset Management
Massachusetts
-$21K -6,181 Closed
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
-$1K -235 Closed

SNFCA Hedge Fund Activity: Q1 2018 in Review

24 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2018, worth a combined $8.06M — up 13% from $7.12M a quarter earlier.

Fund positioning in SNFCA was balanced in Q1 2018: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 10 trimmed.

The largest buyer was M3F Inc, opening a new position worth an estimated $551K. The largest seller was ZPR Investment Management, exiting entirely with an estimated $227K sold.

  • 24 institutional investors held Security National Financial (SNFCA) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $8.06M of Security National Financial stock for Q1 2018, up 13% quarter-over-quarter.
  • 4 funds opened new Security National Financial positions in Q1 2018 and 4 closed out, a net change of 0 holders.
  • The largest Security National Financial buyer in Q1 2018 was M3F Inc, an estimated $551K added.
  • The largest Security National Financial seller in Q1 2018 was ZPR Investment Management, an estimated $227K sold.

Based on aggregated 13F filings for Q1 2018.