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Security National Financial
SNFCA

Overview Fund Activity

57 hedge funds and large institutions have $76.5M invested in Security National Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
11
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.29M
2
RC
2
RBF Capital
California
$2.24M
3
Millennium Management
3
Millennium Management
New York
$935K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.33M
5
DWM
5
Diversify Wealth Management
Utah
$488K

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.35M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.05M
3
SIA
3
Soltis Investment Advisors
Utah
$22.3M
4
MI
4
M3F Inc
Utah
$14.1M
5
State Street
5
State Street
Massachusetts
$389K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$22.3M 2,791,828 -125,342 -4%
MI
2
M3F Inc
Utah
$14.1M 1,760,968 -92,836 -5%
LI
3
LHM Inc
Utah
$6.57M 822,533 – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.23M 655,161 +45,586 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.4M 550,809 +51,539 +10%
Ameriprise
6
Ameriprise
Minnesota
$3.29M 412,340 +412,340 New
BCM
7
Bridgeway Capital Management
Texas
$2.62M 328,198 -16,660 -5%
Renaissance Technologies
8
Renaissance Technologies
New York
$2.33M 291,553 +88,850 +44%
RC
9
RBF Capital
California
$2.24M 280,125 +280,125 New
CC
10
Carlson Capital
Texas
$1.7M 213,000 -7,048 -3%
BlackRock
11
BlackRock
New York
$1.35M 168,793 -625,644 -79%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.05M 131,334 -145,569 -53%
Millennium Management
13
Millennium Management
New York
$935K 117,050 +100,198 +595%
Northern Trust
14
Northern Trust
Illinois
$900K 112,646 -6,628 -6%
TC
15
TownSquare Capital
Utah
$885K 110,753 – –
VA
16
Verdad Advisers
Massachusetts
$555K 69,496 -14,904 -18%
Citadel Advisors
17
Citadel Advisors
Florida
$538K 67,285 +37,738 +128%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$535K 66,952 +2,154 +3%
DWM
19
Diversify Wealth Management
Utah
$488K 63,645 +63,645 New
EWA
20
EP Wealth Advisors
California
$463K 57,929 – –
State Street
21
State Street
Massachusetts
$389K 48,729 -89,499 -65%
EF
22
Empowered Funds
Pennsylvania
$361K 45,159 +3,240 +8%
Goldman Sachs
23
Goldman Sachs
New York
$319K 39,915 +13,158 +49%
Morgan Stanley
24
Morgan Stanley
New York
$317K 39,691 -5,412 -12%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$300K 37,563 -12,316 -25%
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