SNFCA icon

Security National Financial
SNFCA

Overview Fund Activity

55 hedge funds and large institutions have $85.9M invested in Security National Financial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
21
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Soltis Investment Advisors
Utah
$26.4M
2
BlackRock
2
BlackRock
New York
$7.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$937K
4
EWA
4
EP Wealth Advisors
California
$521K
5
Invesco
5
Invesco
Georgia
$324K

Top Sellers

1
CC
1
Carlson Capital
Texas
$1.9M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$35.4K
3
B
3
Bailard
California
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$63K
5
Bank of America
5
Bank of America
North Carolina
$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$26.4M +$26.4M +3,233,847 New
MI
2
M3F Inc
Utah
$16.2M -$19.7K -2,418 -0.1%
LI
3
LHM Inc
Utah
$7.4M +$7.4M +906,843 New
BlackRock
4
BlackRock
New York
$7.4M +$891K +109,101 +14%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.42M +$36.2K +4,430 +0.7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.33M +$273K +33,447 +7%
BCM
7
Bridgeway Capital Management
Texas
$3.08M +$31.1K +3,810 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.28M +$55.3K +6,772 +2%
CC
9
Carlson Capital
Texas
$1.9M -$468K -57,274 -20%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.85M -$27K -3,307 -1%
State Street
11
State Street
Massachusetts
$1.3M -$2.82K -345 -0.2%
Northern Trust
12
Northern Trust
Illinois
$1.07M +$9.89K +1,212 +0.9%
Morgan Stanley
13
Morgan Stanley
New York
$937K +$625K +76,591 +201%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$534K +$81K +9,914 +18%
EWA
15
EP Wealth Advisors
California
$521K +$521K +63,867 New
Barclays
16
Barclays
United Kingdom
$415K +$134K +16,479 +48%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$365K – – –
EF
18
Empowered Funds
Pennsylvania
$349K +$31.1K +3,810 +10%
Invesco
19
Invesco
Georgia
$324K +$324K +39,696 New
Charles Schwab
20
Charles Schwab
California
$320K – – –
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$283K +$710 +87 +0.3%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$263K – – –
PWA
23
Physician Wealth Advisors
Utah
$262K -$34.3K -4,434 -12%
Goldman Sachs
24
Goldman Sachs
New York
$259K -$6.95K -851 -3%
Millennium Management
25
Millennium Management
New York
$253K +$253K +31,003 New
1
2 3