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Security National Financial

25 hedge funds and large institutions have $9.9M invested in Security National Financial in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2425 (+1)

1% more capital invested

Capital invested by funds: $9.78M → $9.9M (+$120K)

0.07% more ownership

Funds ownership: 19.68%19.75% (+0.07%)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$2.61M +$581K +162,737 +26%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.15M -$972 -272 -0%
BCM
3
Bridgeway Capital Management
Texas
$1.21M +$4 +1 +0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.01M -$39 -11 -0%
Renaissance Technologies
5
Renaissance Technologies
New York
$687K +$39.3K +10,986 +6%
SF
6
Synovus Financial
Georgia
$443K -$4 -1 -0%
BlackRock
7
BlackRock
New York
$353K -$6.72K -1,880 -2%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$289K -$4 -1 -0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$262K
ZIM
10
ZPR Investment Management
Florida
$258K -$56.3K -15,763 -17%
Northern Trust
11
Northern Trust
Illinois
$154K -$1.22K -340 -0.7%
Deutsche Bank
12
Deutsche Bank
Germany
$90K -$11.8K -3,311 -11%
VFA
13
Voya Financial Advisors
Connecticut
$81K
FA
14
FDx Advisors
Illinois
$79K +$86.1K +24,111 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$77K -$2.64K -740 -3%
UBS Group
16
UBS Group
Switzerland
$69K +$70.1K +19,621 +1,333%
BCM
17
BlueCrest Capital Management
Jersey
$52K +$57K +15,944 New
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$25K +$15.1K +4,227 +125%
TRCT
19
Tower Research Capital (TRC)
New York
$5K +$3.28K +917 +140%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3K -$4 -1 -0.1%
Morgan Stanley
21
Morgan Stanley
New York
$1K -$786 -220 -47%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1K
JC
23
JBF Capital
Colorado
-$207K -60,969 Closed
Wells Fargo
24
Wells Fargo
California
-$532 -149 -99%
Citigroup
25
Citigroup
New York
-$4 -1 -50%

SNFCA Hedge Fund Activity: Q1 2019 in Review

25 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2019, worth a combined $9.9M — up 1.2% from $9.78M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SNFCA positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 13 trimmed.

The largest buyer was M3F Inc, adding an estimated $581K. The largest seller was JBF Capital, exiting entirely with an estimated $207K sold.

  • 25 institutional investors held Security National Financial (SNFCA) as of Q1 2019, up from 24 in Q4 2018.
  • Funds reported $9.9M of Security National Financial stock for Q1 2019, up 1.2% quarter-over-quarter.
  • 2 funds opened new Security National Financial positions in Q1 2019 and 1 closed out, a net change of +1 holder.
  • The largest Security National Financial buyer in Q1 2019 was M3F Inc, an estimated $581K added.
  • The largest Security National Financial seller in Q1 2019 was JBF Capital, an estimated $207K sold.

Based on aggregated 13F filings for Q1 2019.