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Security National Financial

40 hedge funds and large institutions have $39.9M invested in Security National Financial in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.67% more ownership

Funds ownership: 48.81%50.48% (+1.7%)

3% more capital invested

Capital invested by funds: $38.7M → $39.9M (+$1.24M)

0% more funds holding

Funds holding: 4040 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
17
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$14.8M +$463K +98,799 +3%
MI
2
M3F Inc
Utah
$9M +$647K +138,116 +8%
BlackRock
3
BlackRock
New York
$2.7M -$86.3K -18,422 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.56M -$155K -33,111 -6%
BCM
5
Bridgeway Capital Management
Texas
$1.89M +$122K +26,037 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.51M +$2.68K +573 +0.2%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.46M +$152K +32,377 +12%
Northern Trust
8
Northern Trust
Illinois
$800K +$22.1K +4,714 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$760K +$4.35K +929 +0.6%
SF
10
Synovus Financial
Georgia
$646K
State Street
11
State Street
Massachusetts
$633K -$5 -1 -0%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$628K +$616K +131,577 New
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$415K -$5 -1 -0%
PAM
14
Panagora Asset Management
Massachusetts
$381K +$306K +65,279 +453%
JP Morgan Chase
15
JP Morgan Chase
New York
$256K -$6.96K -1,487 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$210K -$66.1K -14,109 -24%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$145K +$87.7K +18,731 +160%
Charles Schwab
18
Charles Schwab
California
$131K +$5 +1 +0%
B
19
Bailard
California
$120K +$118K +25,194 New
Squarepoint
20
Squarepoint
New York
$104K +$102K +21,706 New
N
21
Nuveen
North Carolina
$100K -$5 -1 -0%
Jane Street
22
Jane Street
New York
$98K +$95.8K +20,457 New
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$94K +$5 +1 +0%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$92K -$5 -1 -0%
TRCT
25
Tower Research Capital (TRC)
New York
$72K +$15.7K +3,357 +29%

SNFCA Hedge Fund Activity: Q3 2020 in Review

40 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2020, worth a combined $39.9M — up 3.2% from $38.7M a quarter earlier.

Fund positioning in SNFCA was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 17 trimmed.

The largest buyer was M3F Inc, adding an estimated $647K. The largest seller was Vanguard Group, cutting an estimated $155K.

  • 40 institutional investors held Security National Financial (SNFCA) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $39.9M of Security National Financial stock for Q3 2020, up 3.2% quarter-over-quarter.
  • 4 funds opened new Security National Financial positions in Q3 2020 and 4 closed out, a net change of 0 holders.
  • The largest Security National Financial buyer in Q3 2020 was M3F Inc, an estimated $647K added.
  • The largest Security National Financial seller in Q3 2020 was Vanguard Group, an estimated $155K sold.

Based on aggregated 13F filings for Q3 2020.