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Security National Financial

27 hedge funds and large institutions have $59.7M invested in Security National Financial in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
7
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$24.6M -$1.39M -190,444 -5%
MI
2
M3F Inc
Utah
$15.8M +$173K +23,690 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.41M +$33.5K +4,589 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.88M +$39.7K +5,433 +1%
BCM
5
Bridgeway Capital Management
Texas
$2.71M
Renaissance Technologies
6
Renaissance Technologies
New York
$2.09M -$186K -25,466 -8%
CC
7
Carlson Capital
Texas
$1.51M +$354K +48,411 +31%
VA
8
Verdad Advisers
Massachusetts
$1.24M -$88.9K -12,155 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.24M +$2.81K +385 +0.2%
BlackRock
10
BlackRock
New York
$1.03M -$15.5K -2,116 -1%
State Street
11
State Street
Massachusetts
$383K -$22 -3 -0%
Northern Trust
12
Northern Trust
Illinois
$264K -$5.52K -757 -2%
PWA
13
Physician Wealth Advisors
Utah
$262K -$7 -1 -0%
Morgan Stanley
14
Morgan Stanley
New York
$234K -$61.7K -8,430 -21%
Goldman Sachs
15
Goldman Sachs
New York
$229K -$6.53K -893 -3%
Barclays
16
Barclays
United Kingdom
$223K -$22.2K -3,043 -9%
Man Group
17
Man Group
United Kingdom
$169K
Russell Investments Group
18
Russell Investments Group
United Kingdom
$113K
Bank of America
19
Bank of America
North Carolina
$108K -$43.3K -5,941 -29%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$106K +$106K +14,528 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$44K -$2.16K -299 -5%
DA
22
Denali Advisors
California
$28K
UBS Group
23
UBS Group
Switzerland
$8K -$9.68K -1,339 -55%
Wells Fargo
24
Wells Fargo
California
$3K +$2.14K +220 +250%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$1.29K +$51 +7 +4%