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Security National Financial
SNFCA

Overview Fund Activity

45 hedge funds and large institutions have $66.7M invested in Security National Financial in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
3
Increased
19
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MI
1
M3F Inc
Utah
$14.5M
2
EI
2
EAM Investors
California
$1.14M
3
SIA
3
Soltis Investment Advisors
Utah
$24.2M
4
BlackRock
4
BlackRock
New York
$5.05M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.52M

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$2.81M
2
Millennium Management
2
Millennium Management
New York
$0
3
Northern Trust
3
Northern Trust
Illinois
$1.04M
4
Morgan Stanley
4
Morgan Stanley
New York
$105K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$24.2M 2,591,892 +60,196 +2%
MI
2
M3F Inc
Utah
$14.5M 1,555,000 +127,940 +9%
BlackRock
3
BlackRock
New York
$5.05M 540,236 +58,377 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.94M 420,802 +15,661 +4%
BCM
5
Bridgeway Capital Management
Texas
$2.81M 300,420 -16,300 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.52M 269,767 +28,760 +12%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.4M 257,126 -6,997 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.52M 162,311 +39,403 +32%
State Street
9
State Street
Massachusetts
$1.43M 153,021 +8,018 +6%
EI
10
EAM Investors
California
$1.14M 122,221 +122,221 New
Northern Trust
11
Northern Trust
Illinois
$1.04M 111,567 -12,794 -10%
SF
12
Synovus Financial
Georgia
$891K 95,340 – –
PAM
13
Panagora Asset Management
Massachusetts
$566K 60,517 -695 -1%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$548K 58,630 – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$487K 52,083 +106 +0.2%
Bank of America
16
Bank of America
North Carolina
$392K 41,949 +23,202 +124%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$326K 34,906 +18,682 +115%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$319K 34,139 +2,067 +6%
Barclays
19
Barclays
United Kingdom
$301K 32,275 +12,943 +67%
ZCM
20
Zebra Capital Management
Connecticut
$264K 28,183 +28,183 New
Charles Schwab
21
Charles Schwab
California
$249K 26,557 +6,093 +30%
SI
22
Stephens Inc
Arkansas
$249K 26,639 +26,639 New
Goldman Sachs
23
Goldman Sachs
New York
$247K 26,383 +14,354 +119%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$204K 21,783 -5,545 -20%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$168K 17,989 – –
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