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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, 12 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $57M → $56.9M (-$36.3K)

1.91% less ownership

Funds ownership: 52.25%50.34% (-1.9%)

11% less funds holding

Funds holding: 3733 (-4)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

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
12
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$23.4M +$605K +89,244 +3%
MI
2
M3F Inc
Utah
$14.3M
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.53M +$171K +25,229 +5%
BCM
4
Bridgeway Capital Management
Texas
$2.67M +$217K +31,993 +8%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.62M -$223K -32,878 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.55M +$28.9K +4,259 +1%
CC
7
Carlson Capital
Texas
$1.81M -$141K -20,740 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.15M +$219K +32,272 +22%
VA
9
Verdad Advisers
Massachusetts
$1.03M +$1.08M +159,394 New
BlackRock
10
BlackRock
New York
$923K +$124K +18,268 +15%
SF
11
Synovus Financial
Georgia
$392K
E
12
Ergoteles
New York
$366K +$9.99K +1,474 +3%
State Street
13
State Street
Massachusetts
$320K +$91.7K +13,526 +38%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$302K
Morgan Stanley
15
Morgan Stanley
New York
$284K +$163K +23,998 +119%
Northern Trust
16
Northern Trust
Illinois
$252K -$43.7K -6,442 -14%
Barclays
17
Barclays
United Kingdom
$239K +$1.37K +202 +0.5%
Goldman Sachs
18
Goldman Sachs
New York
$219K -$380 -56 -0.2%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$161K -$52.5K -7,737 -24%
Bank of America
20
Bank of America
North Carolina
$150K -$9.76K -1,439 -6%
HF
21
HRT Financial
New York
$110K -$76.3K -11,251 -40%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$104K -$47.3K -6,969 -30%
Optiver Holding
23
Optiver Holding
Netherlands
$24K -$7 -1 -0%
UBS Group
24
UBS Group
Switzerland
$17K +$1.4K +206 +8%
Osaic Holdings
25
Osaic Holdings
Arizona
$12K +$7 +1 +0.1%

SNFCA Hedge Fund Activity: Q3 2021 in Review

33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2021, worth a combined $56.9M — down 0.06% from $57M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SNFCA and 2 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was Verdad Advisers, opening a new position worth an estimated $1.08M. The largest seller was Millennium Management, exiting entirely with an estimated $781K sold.

  • 33 institutional investors held Security National Financial (SNFCA) as of Q3 2021, down from 37 in Q2 2021.
  • Funds reported $56.9M of Security National Financial stock for Q3 2021, down 0.06% quarter-over-quarter.
  • 2 funds opened new Security National Financial positions in Q3 2021 and 6 closed out, a net change of -4 holders.
  • The largest Security National Financial buyer in Q3 2021 was Verdad Advisers, an estimated $1.08M added.
  • The largest Security National Financial seller in Q3 2021 was Millennium Management, an estimated $781K sold.

Based on aggregated 13F filings for Q3 2021.