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Security National Financial

26 hedge funds and large institutions have $68.3M invested in Security National Financial in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
6
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$29.3M 2,927,279 +123,015 +4%
MI
2
M3F Inc
Utah
$17.5M 1,754,690
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.93M 492,767 -2,026 -0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.2M 319,425 +3,601 +1%
BCM
5
Bridgeway Capital Management
Texas
$3.05M 304,758
Renaissance Technologies
6
Renaissance Technologies
New York
$2.56M 255,720 -27,700 -10%
VA
7
Verdad Advisers
Massachusetts
$1.5M 150,000 -22,500 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.39M 139,478 -3 -0%
CC
9
Carlson Capital
Texas
$1.3M 130,000 -69,233 -35%
BlackRock
10
BlackRock
New York
$1.18M 118,016 +2,555 +2%
State Street
11
State Street
Massachusetts
$431K 43,145 +4,294 +11%
Morgan Stanley
12
Morgan Stanley
New York
$332K 33,219 -2,811 -8%
Northern Trust
13
Northern Trust
Illinois
$304K 30,400 -1,291 -4%
PWA
14
Physician Wealth Advisors
Utah
$304K 31,547 +31,547 New
Barclays
15
Barclays
United Kingdom
$277K 27,653
Goldman Sachs
16
Goldman Sachs
New York
$265K 26,507 -168 -0.6%
Bank of America
17
Bank of America
North Carolina
$171K 17,071 -430 -2%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$127K 12,753
FIA
19
FNY Investment Advisers
New York
$59K 5,914 +5,914 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$53K 5,260 -1,160 -18%
DA
21
Denali Advisors
California
$32K 3,200
UBS Group
22
UBS Group
Switzerland
$20K 2,012 +537 +36%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$1.4K 140 -271 -66%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K 149 -15 -9%
Wells Fargo
25
Wells Fargo
California
$1K 72 +1 +1%