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Security National Financial

59 hedge funds and large institutions have $121M invested in Security National Financial in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
25
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$31.6M 2,623,831 -197,117 -7%
MI
2
M3F Inc
Utah
$24.2M 2,013,862 -36,138 -2%
LI
3
LHM Inc
Utah
$10.4M 863,659
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.1M 673,379 +38,522 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.64M 634,973 -72,601 -10%
Ameriprise
6
Ameriprise
Minnesota
$5.39M 447,898 +500 +0.1%
BCM
7
Bridgeway Capital Management
Texas
$4.04M 335,850 -5,302 -2%
RC
8
RBF Capital
California
$3.55M 294,928 -1,603 -0.5%
Renaissance Technologies
9
Renaissance Technologies
New York
$3.44M 285,606 -35,100 -11%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.86M 237,691 +215,315 +962%
BlackRock
11
BlackRock
New York
$2.13M 176,696 +16,885 +11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.57M 130,361 -2,053 -2%
Millennium Management
13
Millennium Management
New York
$1.47M 121,907 +40,138 +49%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$1.13M 93,682 +28,002 +43%
Jane Street
15
Jane Street
New York
$941K 78,257 +37,326 +91%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$891K 74,029 -11,762 -14%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$857K 71,245 +29,058 +69%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$856K 71,120 -905 -1%
Goldman Sachs
19
Goldman Sachs
New York
$827K 68,776 +31,418 +84%
EWA
20
EP Wealth Advisors
California
$732K 60,825
EF
21
Empowered Funds
Pennsylvania
$630K 52,402 +2,441 +5%
State Street
22
State Street
Massachusetts
$590K 49,026 -2,137 -4%
Northern Trust
23
Northern Trust
Illinois
$552K 45,855 +2,741 +6%
Barclays
24
Barclays
United Kingdom
$528K 43,881 +1,395 +3%
TC
25
TownSquare Capital
Utah
$497K 41,291 -75,000 -64%