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Security National Financial

23 hedge funds and large institutions have $26.6M invested in Security National Financial in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more capital invested

Capital invested by funds: $12.8M → $26.6M (+$13.8M)

18.47% more ownership

Funds ownership: 24.38%42.85% (+18%)

12% less funds holding

Funds holding: 2623 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
3
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$11.8M +$10.6M +2,920,365 New
MI
2
M3F Inc
Utah
$6.28M +$63.6K +17,450 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.53M -$116K -31,707 -5%
BCM
4
Bridgeway Capital Management
Texas
$1.5M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.25M +$525 +144 +0%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.07M +$89.9K +24,673 +10%
SF
7
Synovus Financial
Georgia
$549K
BlackRock
8
BlackRock
New York
$456K -$856 -235 -0.2%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$358K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$325K
Northern Trust
11
Northern Trust
Illinois
$180K -$4.07K -1,118 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$96K
VFA
13
Voya Financial Advisors
Connecticut
$77K -$1.49K -410 -2%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$66K
Deutsche Bank
15
Deutsche Bank
Germany
$38K -$33.6K -9,217 -49%
IA
16
IFP Advisors
Florida
$12K
UBS Group
17
UBS Group
Switzerland
$9K -$8.72K -2,393 -53%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4K -$929 -255 -22%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$1K
TRCT
20
Tower Research Capital (TRC)
New York
$1K +$1.1K +303 New
Victory Capital Management
21
Victory Capital Management
Texas
-$9K -2,774 Closed
Bank of America
22
Bank of America
North Carolina
-$7K -1,914 Closed
Barclays
23
Barclays
United Kingdom
-$1K -379 Closed
Wells Fargo
24
Wells Fargo
California
-$4 -1 Closed

SNFCA Hedge Fund Activity: Q4 2019 in Review

23 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2019, worth a combined $26.6M — up 108% from $12.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SNFCA and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Renaissance Technologies, adding an estimated $89.9K. The largest seller was Vanguard Group, cutting an estimated $116K.

  • 23 institutional investors held Security National Financial (SNFCA) as of Q4 2019, down from 26 in Q3 2019.
  • Funds reported $26.6M of Security National Financial stock for Q4 2019, up 108% quarter-over-quarter.
  • 2 funds opened new Security National Financial positions in Q4 2019 and 4 closed out, a net change of -2 holders.
  • The largest Security National Financial buyer in Q4 2019 was Renaissance Technologies, an estimated $89.9K added.
  • The largest Security National Financial seller in Q4 2019 was Vanguard Group, an estimated $116K sold.

Based on aggregated 13F filings for Q4 2019.