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Security National Financial

44 hedge funds and large institutions have $55.3M invested in Security National Financial in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

38% more capital invested

Capital invested by funds: $39.9M → $55.3M (+$15.3M)

10% more funds holding

Funds holding: 4044 (+4)

3.13% more ownership

Funds ownership: 50.48%53.6% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
21
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$21.1M +$1.64M +290,510 +9%
MI
2
M3F Inc
Utah
$11.9M +$154K +27,350 +1%
BlackRock
3
BlackRock
New York
$4.02M +$450K +79,935 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.38M +$35.1K +6,225 +1%
BCM
5
Bridgeway Capital Management
Texas
$2.65M +$166K +29,481 +7%
Renaissance Technologies
6
Renaissance Technologies
New York
$2.21M +$268K +47,646 +16%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.01M +$37K +6,565 +2%
State Street
8
State Street
Massachusetts
$1.21M +$347K +61,671 +46%
Northern Trust
9
Northern Trust
Illinois
$1.04M -$5.03K -893 -0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.03M +$30.6K +5,428 +3%
SF
11
Synovus Financial
Georgia
$796K -$43K -7,633 -6%
PAM
12
Panagora Asset Management
Massachusetts
$511K +$13.2K +2,347 +3%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$489K -$299K -53,007 -40%
JP Morgan Chase
14
JP Morgan Chase
New York
$434K +$91.7K +16,277 +30%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$268K -$5.71K -1,013 -2%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$228K +$34.8K +6,171 +20%
Charles Schwab
17
Charles Schwab
California
$171K
Morgan Stanley
18
Morgan Stanley
New York
$170K +$146K +25,870 +1,950%
Barclays
19
Barclays
United Kingdom
$161K +$74.8K +13,271 +105%
Bank of America
20
Bank of America
North Carolina
$157K +$77.7K +13,791 +122%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$150K -$354K -62,846 -72%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$135K +$122K +21,742 New
N
23
Nuveen
North Carolina
$131K
Millennium Management
24
Millennium Management
New York
$126K +$113K +20,144 New
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$120K

SNFCA Hedge Fund Activity: Q4 2020 in Review

44 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2020, worth a combined $55.3M — up 38% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SNFCA positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Soltis Investment Advisors, adding an estimated $1.64M. The largest seller was California Public Employees Retirement System, cutting an estimated $354K.

  • 44 institutional investors held Security National Financial (SNFCA) as of Q4 2020, up from 40 in Q3 2020.
  • Funds reported $55.3M of Security National Financial stock for Q4 2020, up 38% quarter-over-quarter.
  • 7 funds opened new Security National Financial positions in Q4 2020 and 3 closed out, a net change of +4 holders.
  • The largest Security National Financial buyer in Q4 2020 was Soltis Investment Advisors, an estimated $1.64M added.
  • The largest Security National Financial seller in Q4 2020 was California Public Employees Retirement System, an estimated $354K sold.

Based on aggregated 13F filings for Q4 2020.