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Security National Financial

37 hedge funds and large institutions have $57M invested in Security National Financial in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.49% less ownership

Funds ownership: 57.75%52.25% (-5.5%)

15% less capital invested

Capital invested by funds: $66.7M → $57M (-$9.7M)

18% less funds holding

Funds holding: 4537 (-8)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

65% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 20

Holders
37
Holders Change
-8
Holders Change %
-17.78%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
7
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$23.1M +$395K +61,918 +2%
MI
2
M3F Inc
Utah
$14.5M +$877K +137,554 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.41M -$265K -41,522 -7%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.87M +$600K +94,188 +27%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.55M +$187K +29,356 +8%
BCM
6
Bridgeway Capital Management
Texas
$2.5M -$128K -20,102 -5%
CC
7
Carlson Capital
Texas
$1.97M +$1.92M +301,522 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$951K -$457K -71,758 -33%
BlackRock
9
BlackRock
New York
$816K -$3.82M -599,028 -83%
Millennium Management
10
Millennium Management
New York
$781K +$763K +119,669 New
SF
11
Synovus Financial
Georgia
$397K -$427K -67,005 -52%
E
12
Ergoteles
New York
$361K +$353K +55,346 New
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$305K
Northern Trust
14
Northern Trust
Illinois
$297K -$663K -104,028 -70%
Barclays
15
Barclays
United Kingdom
$240K -$41.4K -6,497 -15%
State Street
16
State Street
Massachusetts
$235K -$1.08M -169,004 -82%
ZCM
17
Zebra Capital Management
Connecticut
$223K -$23.5K -3,681 -10%
Goldman Sachs
18
Goldman Sachs
New York
$222K -$8.24K -1,293 -4%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$213K +$22.2K +3,487 +12%
HF
20
HRT Financial
New York
$185K +$181K +28,449 New
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$184K +$179K +28,107 New
Bank of America
22
Bank of America
North Carolina
$161K -$201K -31,535 -56%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$151K -$353K -55,325 -70%
Morgan Stanley
24
Morgan Stanley
New York
$131K +$32.4K +5,080 +34%
Marshall Wace
25
Marshall Wace
United Kingdom
$99K +$96.6K +15,165 New

SNFCA Hedge Fund Activity: Q2 2021 in Review

37 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2021, worth a combined $57M — down 15% from $66.7M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SNFCA and 7 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 7 added.

The largest buyer was Carlson Capital, opening a new position worth an estimated $1.92M. The largest seller was BlackRock, cutting an estimated $3.82M.

  • 37 institutional investors held Security National Financial (SNFCA) as of Q2 2021, down from 45 in Q1 2021.
  • Funds reported $57M of Security National Financial stock for Q2 2021, down 15% quarter-over-quarter.
  • 7 funds opened new Security National Financial positions in Q2 2021 and 15 closed out, a net change of -8 holders.
  • The largest Security National Financial buyer in Q2 2021 was Carlson Capital, an estimated $1.92M added.
  • The largest Security National Financial seller in Q2 2021 was BlackRock, an estimated $3.82M sold.

Based on aggregated 13F filings for Q2 2021.