Security National Financial
SNFCA
SNFCA
51 hedge funds and large institutions have $91.8M invested in Security National Financial in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
11% less funds holding
Funds holding: 57 → 51 (-6)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Holders
51
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$1.85M | |
| 2 | +$789K | |
| 3 | +$520K | |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$256K |
| 5 |
UM
UniSuper Management
Melbourne, Victoria,
Australia
|
+$220K |
Top Sellers
| 1 | -$1.7M | |
| 2 | -$1.02M | |
| 3 | -$692K | |
| 4 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
-$488K |
| 5 |
Millennium Management
New York
|
-$378K |