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Security National Financial

43 hedge funds and large institutions have $42.4M invested in Security National Financial in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
20
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MI
1
M3F Inc
Utah
$14.1M +$88.7K +12,475 +0.6%
BlackRock
2
BlackRock
New York
$5.67M +$585K +82,248 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.69M +$10.3K +1,451 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.53M +$340K +47,796 +11%
BCM
5
Bridgeway Capital Management
Texas
$2.65M +$22.3K +3,137 +0.8%
CC
6
Carlson Capital
Texas
$2.06M -$159K -22,326 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.94M +$7 +1 +0%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.63M +$15K +2,107 +0.9%
State Street
9
State Street
Massachusetts
$1.14M -$15.7K -2,207 -1%
Northern Trust
10
Northern Trust
Illinois
$925K +$6.24K +878 +0.7%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$394K +$394K +55,471 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$318K +$4.44K +624 +1%
Charles Schwab
13
Charles Schwab
California
$279K +$7 +1 +0%
EF
14
Empowered Funds
Pennsylvania
$277K +$22.3K +3,136 +9%
PWA
15
Physician Wealth Advisors
Utah
$272K
Morgan Stanley
16
Morgan Stanley
New York
$271K -$7.49K -1,053 -3%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$246K +$119K +16,674 +93%
Barclays
18
Barclays
United Kingdom
$245K -$983 -138 -0.4%
Goldman Sachs
19
Goldman Sachs
New York
$232K -$69.9K -9,830 -23%
Los Angeles Capital Management
20
Los Angeles Capital Management
California
$229K +$229K +32,237 New
Bank of America
21
Bank of America
North Carolina
$207K -$10K -1,411 -5%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$128K +$92.7K +13,034 +265%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$118K
RWM
24
Ritholtz Wealth Management
New York
$111K +$111K +15,633 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$103K +$3.91K +550 +4%