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Security National Financial

55 hedge funds and large institutions have $77.6M invested in Security National Financial in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
21
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$23.1M -$127K -17,667 -0.5%
MI
2
M3F Inc
Utah
$14.7M +$423K +58,976 +3%
LI
3
LHM Inc
Utah
$6.51M
BlackRock
4
BlackRock
New York
$6.28M -$222K -30,876 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.82M +$57.1K +7,959 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.95M +$145K +20,263 +4%
BCM
7
Bridgeway Capital Management
Texas
$2.73M +$24.9K +3,473 +0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.19M +$189K +26,350 +9%
CC
9
Carlson Capital
Texas
$1.74M +$69.2K +9,644 +4%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.6M -$21.4K -2,977 -1%
State Street
11
State Street
Massachusetts
$1.09M -$52.2K -7,277 -5%
Northern Trust
12
Northern Trust
Illinois
$943K +$1.69K +235 +0.2%
TC
13
TownSquare Capital
Utah
$876K +$876K +122,105 New
VA
14
Verdad Advisers
Massachusetts
$668K +$455K +63,432 +214%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$513K +$43.5K +6,055 +9%
EWA
16
EP Wealth Advisors
California
$458K
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$395K +$145K +20,279 +58%
FW
18
FirstPurpose Wealth
Utah
$384K +$384K +60,638 New
Morgan Stanley
19
Morgan Stanley
New York
$357K -$467K -65,024 -57%
Invesco
20
Invesco
Georgia
$348K +$63.4K +8,832 +22%
EF
21
Empowered Funds
Pennsylvania
$332K +$24.9K +3,473 +8%
Barclays
22
Barclays
United Kingdom
$298K -$67K -9,341 -18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$284K -$37.1K -5,175 -12%
Charles Schwab
24
Charles Schwab
California
$282K
Citadel Advisors
25
Citadel Advisors
Florida
$234K +$118K +16,430 +102%