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Security National Financial
SNFCA

Overview Fund Activity

38 hedge funds and large institutions have $70.6M invested in Security National Financial in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
17
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.48M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$2.09M
3
State Street
3
State Street
Massachusetts
$1.24M
4
Northern Trust
4
Northern Trust
Illinois
$990K
5
SIA
5
Soltis Investment Advisors
Utah
$26.7M

Top Sellers

1
MI
1
M3F Inc
Utah
$15.1M
2
CC
2
Carlson Capital
Texas
$2.39M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
FFA
5
Farther Finance Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$26.7M 3,480,830 +74,555 +2%
MI
2
M3F Inc
Utah
$15.1M 1,974,786 -182,140 -8%
BlackRock
3
BlackRock
New York
$5.48M 715,394 +582,580 +439%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.04M 658,216 +54,020 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.44M 448,939 +28,380 +7%
BCM
6
Bridgeway Capital Management
Texas
$2.83M 369,786 +1,220 +0.3%
CC
7
Carlson Capital
Texas
$2.39M 312,559 -46,305 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.09M 272,163 +130,238 +92%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.74M 227,657 -8,150 -3%
State Street
10
State Street
Massachusetts
$1.24M 162,225 +109,785 +209%
Northern Trust
11
Northern Trust
Illinois
$990K 129,175 +93,799 +265%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$338K 44,066 +44,066 New
Goldman Sachs
13
Goldman Sachs
New York
$325K 42,423 +11,227 +36%
Charles Schwab
14
Charles Schwab
California
$301K 39,249 +39,249 New
Morgan Stanley
15
Morgan Stanley
New York
$300K 39,212 +8,970 +30%
PWA
16
Physician Wealth Advisors
Utah
$296K 38,345 – –
EST
17
EA Series Trust
Pennsylvania
$274K 35,797 +35,797 New
EF
18
Empowered Funds
Pennsylvania
$274K 35,797 +35,797 New
Barclays
19
Barclays
United Kingdom
$264K 34,518 +2,770 +9%
Bank of America
20
Bank of America
North Carolina
$234K 30,584 +23,306 +320%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$138K 17,952 +17,952 New
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$121K 16,577 +16,577 New
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$106K 13,863 +13,863 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$106K 13,843 +13,675 +8,140%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$101K 13,197 +13,197 New
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