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Security National Financial

25 hedge funds and large institutions have $12.7M invested in Security National Financial in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $9.9M → $12.7M (+$2.82M)

4.51% more ownership

Funds ownership: 19.75%24.26% (+4.5%)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$4.93M +$2.17M +620,662 +78%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.28M
BCM
3
Bridgeway Capital Management
Texas
$1.28M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.07M
Renaissance Technologies
5
Renaissance Technologies
New York
$800K +$70.1K +20,034 +10%
SF
6
Synovus Financial
Georgia
$472K
BlackRock
7
BlackRock
New York
$398K +$22.5K +6,427 +6%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$307K
ZIM
9
ZPR Investment Management
Florida
$302K +$27.3K +7,808 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$279K
Northern Trust
11
Northern Trust
Illinois
$159K -$4.74K -1,355 -3%
Deutsche Bank
12
Deutsche Bank
Germany
$102K +$7.2K +2,058 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$82K
VFA
14
Voya Financial Advisors
Connecticut
$75K -$10.1K -2,885 -12%
FA
15
FDx Advisors
Illinois
$74K -$10.1K -2,885 -12%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$57K +$30.2K +8,637 +113%
UBS Group
17
UBS Group
Switzerland
$33K -$41.1K -11,750 -56%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3K
TRCT
19
Tower Research Capital (TRC)
New York
$1K -$4.41K -1,259 -80%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1K
BCM
21
BlueCrest Capital Management
Jersey
-$52K -15,944 Closed
Morgan Stanley
22
Morgan Stanley
New York
-$711 -203 -82%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
+$151 +43 New

SNFCA Hedge Fund Activity: Q2 2019 in Review

25 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2019, worth a combined $12.7M — up 28% from $9.9M a quarter earlier.

Fund positioning in SNFCA was balanced in Q2 2019: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 6 trimmed.

The largest buyer was M3F Inc, adding an estimated $2.17M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $52K sold.

  • 25 institutional investors held Security National Financial (SNFCA) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $12.7M of Security National Financial stock for Q2 2019, up 28% quarter-over-quarter.
  • 1 fund opened new Security National Financial positions in Q2 2019 and 1 closed out, a net change of 0 holders.
  • The largest Security National Financial buyer in Q2 2019 was M3F Inc, an estimated $2.17M added.
  • The largest Security National Financial seller in Q2 2019 was BlueCrest Capital Management, an estimated $52K sold.

Based on aggregated 13F filings for Q2 2019.