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Security National Financial
SNFCA

Overview Fund Activity

29 hedge funds and large institutions have $44.2M invested in Security National Financial in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% 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
3
Increased
11
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Carlson Capital
Texas
$1.93M
2
Citadel Advisors
2
Citadel Advisors
Florida
$207K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.26M
4
AI
4
Acuitas Investments
Washington
$121K
5
Jane Street
5
Jane Street
New York
$76.5K

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$18.3M
2
VA
2
Verdad Advisers
Massachusetts
$72.8K
3
FFA
3
Farther Finance Advisors
California
$128K
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$0
5
Northern Trust
5
Northern Trust
Illinois
$190K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$18.3M 2,942,468 -71,166 -2%
MI
2
M3F Inc
Utah
$11.6M 1,863,234 +681 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.25M 521,927 +300 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.26M 363,295 +20,314 +6%
BCM
5
Bridgeway Capital Management
Texas
$1.98M 318,381 -1,615 -0.5%
CC
6
Carlson Capital
Texas
$1.93M 310,000 +32,023 +12%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.27M 203,699 +700 +0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$761K 122,600 +1 +0%
BlackRock
9
BlackRock
New York
$715K 114,730 +2,013 +2%
State Street
10
State Street
Massachusetts
$281K 45,300 – –
PWA
11
Physician Wealth Advisors
Utah
$231K 33,124 – –
Citadel Advisors
12
Citadel Advisors
Florida
$207K 33,352 +21,856 +190%
Northern Trust
13
Northern Trust
Illinois
$190K 30,559 -2,109 -6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$189K 30,458 +4,458 +17%
Barclays
15
Barclays
United Kingdom
$171K 27,425 – –
Goldman Sachs
16
Goldman Sachs
New York
$168K 26,948 -11 -0%
Morgan Stanley
17
Morgan Stanley
New York
$163K 26,124 -1,087 -4%
FFA
18
Farther Finance Advisors
California
$128K 20,561 -27,136 -57%
AI
19
Acuitas Investments
Washington
$121K 19,400 +19,400 New
Jane Street
20
Jane Street
New York
$76.5K 12,274 +12,274 New
VA
21
Verdad Advisers
Massachusetts
$72.8K 11,678 -68,322 -85%
FCH
22
Freestone Capital Holdings
Washington
$62.1K 10,000 +10,000 New
Bank of America
23
Bank of America
North Carolina
$39.2K 6,287 -12 -0.2%
TRCT
24
Tower Research Capital (TRC)
New York
$16K 2,629 +818 +45%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$11K 1,839 -400 -18%
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