Security National Financial
SNFCA
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.
325% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 4
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
60% more capital invested
Capital invested by funds: $44.2M → $70.6M (+$26.4M)
31% more funds holding
Funds holding: 29 → 38 (+9)
5.19% more ownership
Funds ownership: 46.1% → 51.29% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.89M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$870K |
| 3 |
State Street
Boston,
Massachusetts
|
+$734K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$627K |
| 5 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$498K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$1.22M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
-$309K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$207K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$189K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$128K |
SNFCA Hedge Fund Activity: Q2 2023 in Review
38 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2023, worth a combined $70.6M — up 60% from $44.2M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SNFCA positions and 7 closed out — a net gain of 9 holders — while 17 added to existing stakes and 4 trimmed.
The largest buyer was BlackRock, adding an estimated $3.89M. The largest seller was M3F Inc, cutting an estimated $1.22M.
- 38 institutional investors held Security National Financial (SNFCA) as of Q2 2023, up from 29 in Q1 2023.
- Funds reported $70.6M of Security National Financial stock for Q2 2023, up 60% quarter-over-quarter.
- 16 funds opened new Security National Financial positions in Q2 2023 and 7 closed out, a net change of +9 holders.
- The largest Security National Financial buyer in Q2 2023 was BlackRock, an estimated $3.89M added.
- The largest Security National Financial seller in Q2 2023 was M3F Inc, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2023.