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Security National Financial

28 hedge funds and large institutions have $45.4M invested in Security National Financial in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 0 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
13
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$19.3M +$871K +158,822 +5%
MI
2
M3F Inc
Utah
$11.9M +$51.4K +9,363 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.31M +$5 +1 +0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.18M +$21.8K +3,971 +1%
BCM
5
Bridgeway Capital Management
Texas
$2.03M
CC
6
Carlson Capital
Texas
$1.42M +$286K +52,093 +25%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.35M -$214K -39,018 -14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$780K -$152K -27,700 -16%
VA
9
Verdad Advisers
Massachusetts
$733K -$200K -36,521 -21%
BlackRock
10
BlackRock
New York
$707K -$69.3K -12,622 -9%
State Street
11
State Street
Massachusetts
$288K
Northern Trust
12
Northern Trust
Illinois
$210K +$11.2K +2,031 +6%
PWA
13
Physician Wealth Advisors
Utah
$206K
Morgan Stanley
14
Morgan Stanley
New York
$180K +$5.08K +927 +3%
Goldman Sachs
15
Goldman Sachs
New York
$177K +$5.36K +979 +3%
Barclays
16
Barclays
United Kingdom
$175K +$7.08K +1,289 +4%
Citadel Advisors
17
Citadel Advisors
Florida
$100K +$100K +18,236 New
Russell Investments Group
18
Russell Investments Group
United Kingdom
$85K
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$80K +$50 +9 +0.1%
Bank of America
20
Bank of America
North Carolina
$65K -$16.5K -2,997 -20%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$27K -$6.44K -1,173 -19%
DA
22
Denali Advisors
California
$21K
TRCT
23
Tower Research Capital (TRC)
New York
$11K +$10.7K +1,909 +3,349%
UBS Group
24
UBS Group
Switzerland
$6K -$449 -77 -7%
Wells Fargo
25
Wells Fargo
California
$1K +$31 +10 +3%