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Security National Financial

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

21% more capital invested

Capital invested by funds: $55.3M → $66.7M (+$11.4M)

4.14% more ownership

Funds ownership: 53.6%57.75% (+4.1%)

2% more funds holding

Funds holding: 4445 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$24.2M +$562K +80,668 +2%
MI
2
M3F Inc
Utah
$14.5M +$1.2M +171,452 +9%
BlackRock
3
BlackRock
New York
$5.05M +$545K +78,231 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.94M +$146K +20,987 +4%
BCM
5
Bridgeway Capital Management
Texas
$2.81M -$152K -21,843 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.52M +$269K +38,542 +12%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.4M -$65.4K -9,377 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.52M +$368K +52,804 +32%
State Street
9
State Street
Massachusetts
$1.43M +$74.9K +10,745 +6%
EI
10
EAM Investors
California
$1.14M +$1.14M +163,788 New
Northern Trust
11
Northern Trust
Illinois
$1.04M -$120K -17,146 -10%
SF
12
Synovus Financial
Georgia
$891K
PAM
13
Panagora Asset Management
Massachusetts
$566K -$6.49K -931 -1%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$548K
JP Morgan Chase
15
JP Morgan Chase
New York
$487K +$990 +142 +0.2%
Bank of America
16
Bank of America
North Carolina
$392K +$217K +31,093 +124%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$326K +$175K +25,035 +115%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$319K +$19.3K +2,770 +6%
Barclays
19
Barclays
United Kingdom
$301K +$121K +17,345 +67%
ZCM
20
Zebra Capital Management
Connecticut
$264K +$263K +37,768 New
Charles Schwab
21
Charles Schwab
California
$249K +$56.9K +8,165 +30%
SI
22
Stephens Inc
Arkansas
$249K +$249K +35,699 New
Goldman Sachs
23
Goldman Sachs
New York
$247K +$134K +19,236 +119%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$204K -$51.8K -7,431 -20%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$168K

SNFCA Hedge Fund Activity: Q1 2021 in Review

45 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2021, worth a combined $66.7M — up 21% from $55.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SNFCA positions and 2 closed out — a net gain of 1 holder — while 19 added to existing stakes and 13 trimmed.

The largest buyer was M3F Inc, adding an estimated $1.2M. The largest seller was Bridgeway Capital Management, cutting an estimated $152K.

  • 45 institutional investors held Security National Financial (SNFCA) as of Q1 2021, up from 44 in Q4 2020.
  • Funds reported $66.7M of Security National Financial stock for Q1 2021, up 21% quarter-over-quarter.
  • 3 funds opened new Security National Financial positions in Q1 2021 and 2 closed out, a net change of +1 holder.
  • The largest Security National Financial buyer in Q1 2021 was M3F Inc, an estimated $1.2M added.
  • The largest Security National Financial seller in Q1 2021 was Bridgeway Capital Management, an estimated $152K sold.

Based on aggregated 13F filings for Q1 2021.