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Security National Financial

24 hedge funds and large institutions have $9.78M invested in Security National Financial in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

1.01% more ownership

Funds ownership: 18.67%19.68% (+1%)

5% more capital invested

Capital invested by funds: $9.34M → $9.78M (+$433K)

8% less funds holding

Funds holding: 2624 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.24M +$28.5K +7,699 +1%
MI
2
M3F Inc
Utah
$2.16M +$306K +82,563 +15%
BCM
3
Bridgeway Capital Management
Texas
$1.26M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.05M +$94.4K +25,481 +9%
Renaissance Technologies
5
Renaissance Technologies
New York
$678K +$52.2K +14,104 +8%
SF
6
Synovus Financial
Georgia
$461K
BlackRock
7
BlackRock
New York
$373K +$544 +147 +0.1%
ZIM
8
ZPR Investment Management
Florida
$322K +$283K +76,512 +423%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$301K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$273K
JC
11
JBF Capital
Colorado
$207K -$82.8K -22,365 -27%
Northern Trust
12
Northern Trust
Illinois
$162K -$3.35K -904 -2%
Deutsche Bank
13
Deutsche Bank
Germany
$105K +$16.3K +4,405 +17%
VFA
14
Voya Financial Advisors
Connecticut
$84K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$83K
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$12K +$12.5K +3,388 New
UBS Group
17
UBS Group
Switzerland
$5K +$3.02K +816 +124%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3K -$122 -33 -4%
TRCT
19
Tower Research Capital (TRC)
New York
$2K -$1.72K -465 -42%
Morgan Stanley
20
Morgan Stanley
New York
$2K +$107 +29 +7%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1K
Wells Fargo
22
Wells Fargo
California
$1K
FA
23
FDx Advisors
Illinois
-$83K -24,111 Closed
MC
24
Menta Capital
California
-$64K -18,724 Closed

SNFCA Hedge Fund Activity: Q4 2018 in Review

24 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2018, worth a combined $9.78M — up 4.6% from $9.34M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SNFCA and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 9 added.

The largest buyer was M3F Inc, adding an estimated $306K. The largest seller was FDx Advisors, exiting entirely with an estimated $83K sold.

  • 24 institutional investors held Security National Financial (SNFCA) as of Q4 2018, down from 26 in Q3 2018.
  • Funds reported $9.78M of Security National Financial stock for Q4 2018, up 4.6% quarter-over-quarter.
  • 1 fund opened new Security National Financial positions in Q4 2018 and 3 closed out, a net change of -2 holders.
  • The largest Security National Financial buyer in Q4 2018 was M3F Inc, an estimated $306K added.
  • The largest Security National Financial seller in Q4 2018 was FDx Advisors, an estimated $83K sold.

Based on aggregated 13F filings for Q4 2018.