We are live on ! Find out more
SNFCA icon

Security National Financial

28 hedge funds and large institutions have $62.6M invested in Security National Financial in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $56.9M → $62.6M (+$5.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.36% less ownership

Funds ownership: 50.34%42.98% (-7.4%)

15% less funds holding

Funds holding: 3328 (-5)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$25.8M -$313K -45,515 -1%
MI
2
M3F Inc
Utah
$16.1M +$124K +18,075 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.55M +$576K +83,873 +15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.91M +$54.6K +7,951 +2%
BCM
5
Bridgeway Capital Management
Texas
$2.8M -$175K -25,526 -6%
Renaissance Technologies
6
Renaissance Technologies
New York
$2.61M -$303K -44,159 -11%
CC
7
Carlson Capital
Texas
$1.83M -$182K -26,505 -9%
VA
8
Verdad Advisers
Massachusetts
$1.59M +$417K +60,765 +38%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.28M -$62 -9 -0%
BlackRock
10
BlackRock
New York
$1.06M +$28.5K +4,153 +3%
State Street
11
State Street
Massachusetts
$357K
Morgan Stanley
12
Morgan Stanley
New York
$331K +$13K +1,886 +4%
Northern Trust
13
Northern Trust
Illinois
$291K +$9.66K +1,407 +4%
Barclays
14
Barclays
United Kingdom
$254K -$11.4K -1,664 -5%
Goldman Sachs
15
Goldman Sachs
New York
$245K +$261 +38 +0.1%
E
16
Ergoteles
New York
$170K -$228K -33,183 -58%
Bank of America
17
Bank of America
North Carolina
$161K -$6.22K -906 -4%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$117K
JP Morgan Chase
19
JP Morgan Chase
New York
$59K +$55.3K +8,052 +5,670%
DA
20
Denali Advisors
California
$29K +$28.1K +4,084 New
Optiver Holding
21
Optiver Holding
Netherlands
$24K
UBS Group
22
UBS Group
Switzerland
$14K -$5.15K -750 -28%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$3.78K -$234 -34 -6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K -$488 -71 -25%
Wells Fargo
25
Wells Fargo
California
$1K

SNFCA Hedge Fund Activity: Q4 2021 in Review

28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2021, worth a combined $62.6M — up 10% from $56.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SNFCA and 2 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Vanguard Group, adding an estimated $576K. The largest seller was Synovus Financial, exiting entirely with an estimated $392K sold.

  • 28 institutional investors held Security National Financial (SNFCA) as of Q4 2021, down from 33 in Q3 2021.
  • Funds reported $62.6M of Security National Financial stock for Q4 2021, up 10% quarter-over-quarter.
  • 2 funds opened new Security National Financial positions in Q4 2021 and 6 closed out, a net change of -4 holders.
  • The largest Security National Financial buyer in Q4 2021 was Vanguard Group, an estimated $576K added.
  • The largest Security National Financial seller in Q4 2021 was Synovus Financial, an estimated $392K sold.

Based on aggregated 13F filings for Q4 2021.