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Security National Financial

26 hedge funds and large institutions have $12.8M invested in Security National Financial in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2526 (+1)

1% more capital invested

Capital invested by funds: $12.7M → $12.8M (+$116K)

0.12% more ownership

Funds ownership: 24.26%24.38% (+0.12%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$5.2M +$397K +113,729 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.29M +$7 +2 +0%
BCM
3
Bridgeway Capital Management
Texas
$1.29M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.07M
Renaissance Technologies
5
Renaissance Technologies
New York
$812K +$31.9K +9,151 +4%
SF
6
Synovus Financial
Georgia
$460K
BlackRock
7
BlackRock
New York
$383K -$6K -1,721 -2%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$308K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$279K
ZIM
10
ZPR Investment Management
Florida
$275K -$20.4K -5,848 -7%
Northern Trust
11
Northern Trust
Illinois
$154K -$1.51K -433 -0.9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$80K +$10 +3 +0%
VFA
13
Voya Financial Advisors
Connecticut
$68K -$5.03K -1,442 -7%
Deutsche Bank
14
Deutsche Bank
Germany
$63K -$37.9K -10,874 -37%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$55K
UBS Group
16
UBS Group
Switzerland
$15K -$16.9K -4,849 -52%
IA
17
IFP Advisors
Florida
$10K +$10.4K +2,970 New
Victory Capital Management
18
Victory Capital Management
Texas
$9K +$9.68K +2,774 New
Bank of America
19
Bank of America
North Carolina
$7K +$6.68K +1,914 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4K +$890 +255 +28%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1K
Barclays
22
Barclays
United Kingdom
$1K +$1.32K +379 New
FA
23
FDx Advisors
Illinois
-$74K -21,226 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$1K -312 Closed

SNFCA Hedge Fund Activity: Q3 2019 in Review

26 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2019, worth a combined $12.8M — up 0.91% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SNFCA positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.

The largest buyer was M3F Inc, adding an estimated $397K. The largest seller was FDx Advisors, exiting entirely with an estimated $74K sold.

  • 26 institutional investors held Security National Financial (SNFCA) as of Q3 2019, up from 25 in Q2 2019.
  • Funds reported $12.8M of Security National Financial stock for Q3 2019, up 0.91% quarter-over-quarter.
  • 4 funds opened new Security National Financial positions in Q3 2019 and 3 closed out, a net change of +1 holder.
  • The largest Security National Financial buyer in Q3 2019 was M3F Inc, an estimated $397K added.
  • The largest Security National Financial seller in Q3 2019 was FDx Advisors, an estimated $74K sold.

Based on aggregated 13F filings for Q3 2019.