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Security National Financial

40 hedge funds and large institutions have $38.7M invested in Security National Financial in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

89% more capital invested

Capital invested by funds: $20.4M → $38.7M (+$18.3M)

74% more funds holding

Funds holding: 2340 (+17)

7.97% more ownership

Funds ownership: 40.84%48.81% (+8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
40
Holders Change
+17
Holders Change %
+73.91%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
11
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$14.7M +$465K +107,677 +4%
MI
2
M3F Inc
Utah
$8.58M +$529K +122,311 +8%
BlackRock
3
BlackRock
New York
$2.87M +$2.06M +476,223 +441%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.8M -$152K -35,065 -6%
BCM
5
Bridgeway Capital Management
Texas
$1.81M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.55M
Renaissance Technologies
7
Renaissance Technologies
New York
$1.34M +$76.3K +17,642 +7%
Northern Trust
8
Northern Trust
Illinois
$799K +$514K +118,859 +270%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$777K +$338K +78,111 +97%
SF
10
Synovus Financial
Georgia
$665K
State Street
11
State Street
Massachusetts
$651K +$573K +132,648 New
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$427K
Bank of New York Mellon
13
Bank of New York Mellon
New York
$285K +$149K +34,548 +147%
JP Morgan Chase
14
JP Morgan Chase
New York
$270K +$237K +54,864 New
Charles Schwab
15
Charles Schwab
California
$135K +$119K +27,423 New
N
16
Nuveen
North Carolina
$103K +$90.9K +21,035 New
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$96K +$84.9K +19,642 New
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$95K +$83.2K +19,258 New
Bank of America
19
Bank of America
North Carolina
$91K +$79.7K +18,445 New
Millennium Management
20
Millennium Management
New York
$89K +$78K +18,042 New
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$73K +$64.3K +14,866 New
PAM
22
Panagora Asset Management
Massachusetts
$71K +$62.3K +14,404 New
TRCT
23
Tower Research Capital (TRC)
New York
$58K +$50.1K +11,580 +6,694%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$57K +$50.7K +11,720 New
AIG
25
American International Group
New York
$38K +$33.8K +7,810 New

SNFCA Hedge Fund Activity: Q2 2020 in Review

40 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2020, worth a combined $38.7M — up 89% from $20.4M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SNFCA positions and 3 closed out — a net gain of 17 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was BlackRock, adding an estimated $2.06M. The largest seller was Vanguard Group, cutting an estimated $152K.

  • 40 institutional investors held Security National Financial (SNFCA) as of Q2 2020, up from 23 in Q1 2020.
  • Funds reported $38.7M of Security National Financial stock for Q2 2020, up 89% quarter-over-quarter.
  • 20 funds opened new Security National Financial positions in Q2 2020 and 3 closed out, a net change of +17 holders.
  • The largest Security National Financial buyer in Q2 2020 was BlackRock, an estimated $2.06M added.
  • The largest Security National Financial seller in Q2 2020 was Vanguard Group, an estimated $152K sold.

Based on aggregated 13F filings for Q2 2020.