Security National Financial
SNFCA
23 hedge funds and large institutions have $20.4M invested in Security National Financial in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 23 → 23 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.03% less ownership
Funds ownership: 42.85% → 40.82% (-2%)
23% less capital invested
Capital invested by funds: $26.6M → $20.4M (-$6.22M)
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$294K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$29.8K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$10.3K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$300 |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$4 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$94.8K |
| 2 |
VFA
Voya Financial Advisors
Windsor,
Connecticut
|
-$77K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$75.4K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$38K |
| 5 |
Renaissance Technologies
New York
|
-$28.8K |
SNFCA Hedge Fund Activity: Q1 2020 in Review
23 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2020, worth a combined $20.4M — down 23% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SNFCA positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 10 trimmed.
The largest buyer was M3F Inc, adding an estimated $294K. The largest seller was Soltis Investment Advisors, cutting an estimated $94.8K.
- 23 institutional investors held Security National Financial (SNFCA) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $20.4M of Security National Financial stock for Q1 2020, down 23% quarter-over-quarter.
- 3 funds opened new Security National Financial positions in Q1 2020 and 2 closed out, a net change of +1 holder.
- The largest Security National Financial buyer in Q1 2020 was M3F Inc, an estimated $294K added.
- The largest Security National Financial seller in Q1 2020 was Soltis Investment Advisors, an estimated $94.8K sold.
Based on aggregated 13F filings for Q1 2020.