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Security National Financial

33 hedge funds and large institutions have $56.9M invested in Security National Financial in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
11
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$23.4M +$575K +84,995 +3%
MI
2
M3F Inc
Utah
$14.3M -$7 -1 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.53M +$163K +24,027 +5%
BCM
4
Bridgeway Capital Management
Texas
$2.67M +$206K +30,469 +8%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.62M -$212K -31,312 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.55M +$27.5K +4,056 +1%
CC
7
Carlson Capital
Texas
$1.81M -$134K -19,752 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.15M +$208K +30,736 +22%
VA
9
Verdad Advisers
Massachusetts
$1.03M +$1.03M +151,803 New
BlackRock
10
BlackRock
New York
$923K +$118K +17,398 +15%
SF
11
Synovus Financial
Georgia
$392K
E
12
Ergoteles
New York
$366K +$9.5K +1,404 +3%
State Street
13
State Street
Massachusetts
$320K +$87.3K +12,882 +38%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$302K
Morgan Stanley
15
Morgan Stanley
New York
$284K +$155K +22,855 +119%
Northern Trust
16
Northern Trust
Illinois
$252K -$41.6K -6,135 -14%
Barclays
17
Barclays
United Kingdom
$239K +$1.3K +192 +0.5%
Goldman Sachs
18
Goldman Sachs
New York
$219K -$365 -54 -0.2%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$161K -$49.9K -7,369 -24%
Bank of America
20
Bank of America
North Carolina
$150K -$9.28K -1,369 -6%
HF
21
HRT Financial
New York
$110K -$72K -10,715 -40%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$104K -$44.5K -6,637 -30%
Optiver Holding
23
Optiver Holding
Netherlands
$24K -$7 -1 -0%
UBS Group
24
UBS Group
Switzerland
$17K +$1.34K +197 +9%
Osaic Holdings
25
Osaic Holdings
Arizona
$12K