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Security National Financial
SNFCA

Overview Fund Activity

28 hedge funds and large institutions have $49.8M invested in Security National Financial in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.45%
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
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Carlson Capital
Texas
$2.03M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$190K
3
BlackRock
3
BlackRock
New York
$823K
4
Wells Fargo
4
Wells Fargo
California
$7.87K
5
UBS Group
5
UBS Group
Switzerland
$11.5K

Top Sellers

1
VA
1
Verdad Advisers
Massachusetts
$584K
2
SIA
2
Soltis Investment Advisors
Utah
$22M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.48M
5
MI
5
M3F Inc
Utah
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$22M 3,488,658 -37,846 -1%
MI
2
M3F Inc
Utah
$13.6M 2,156,138 -9,752 -0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.81M 603,848 +297 +0%
BCM
4
Bridgeway Capital Management
Texas
$2.34M 370,435 – –
CC
5
Carlson Capital
Texas
$2.03M 321,793 +63,273 +24%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.48M 234,997 -11,348 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$894K 141,924 -297 -0.2%
BlackRock
8
BlackRock
New York
$823K 130,484 +1,773 +1%
VA
9
Verdad Advisers
Massachusetts
$584K 92,610 -41,040 -31%
FFA
10
Farther Finance Advisors
California
$348K 55,215 +55,215 New
State Street
11
State Street
Massachusetts
$331K 52,440 – –
PWA
12
Physician Wealth Advisors
Utah
$240K 38,345 – –
Northern Trust
13
Northern Trust
Illinois
$238K 37,817 -408 -1%
Barclays
14
Barclays
United Kingdom
$200K 31,748 -110 -0.3%
Morgan Stanley
15
Morgan Stanley
New York
$199K 31,500 -1,375 -4%
Goldman Sachs
16
Goldman Sachs
New York
$197K 31,208 -1,097 -3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$190K 30,098 +30,098 New
Russell Investments Group
18
Russell Investments Group
United Kingdom
$97.7K 15,501 – –
Citadel Advisors
19
Citadel Advisors
Florida
$83.9K 13,308 -4,928 -27%
Bank of America
20
Bank of America
North Carolina
$46K 7,292 -4,520 -38%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$16K 2,592 -2,330 -47%
TRCT
22
Tower Research Capital (TRC)
New York
$13K 2,096 +130 +7%
UBS Group
23
UBS Group
Switzerland
$11.5K 1,823 +793 +77%
Wells Fargo
24
Wells Fargo
California
$7.87K 1,248 +930 +292%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$2.5K 397,043 -624 -0.2%
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