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Globe Life
GL

Overview Fund Activity

520 hedge funds and large institutions have $8.65B invested in Globe Life in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 57 closing their positions.

Holders
520
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.32%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
61
Increased
166
Reduced
180
Closed
57
Calls
$5.14M
Puts
$2.88M
Net Calls
+$2.26M
Net Calls Change
-$1.67M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$295M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$51.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$296M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.7M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$586M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
PCM
3
Parsifal Capital Management
Connecticut
$50.6M
4
WBC
4
Westpac Banking Corp
Australia
$0
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$31.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
376
Welch & Forbes
Massachusetts
$272K 2,475 – –
ALAM
377
Asahi Life Asset Management
Japan
$272K 2,470 +2,470 New
ZIC
378
ZWJ Investment Counsel
Georgia
$270K 2,457 +46 +2%
BFA
379
Bragg Financial Advisors
North Carolina
$265K 2,411 – –
CCWM
380
Cassaday & Co Wealth Management
Virginia
$264K 2,398 – –
AA
381
AlphaCentric Advisors
Puerto Rico
$255K 2,319 -39 -2%
YL
382
YCG LLC
Texas
$248K 2,250 – –
CB
383
CNB Bank
Pennsylvania
$248K 2,250 – –
VAS
384
Vestmark Advisory Solutions
Massachusetts
$237K 2,158 -358 -14%
Vontobel Holding
385
Vontobel Holding
Switzerland
$237K 2,156 +2,156 New
I
386
InceptionR
California
$235K 2,135 +2,135 New
CI
387
CX Institutional
Indiana
$232K 2,121 -52 -2%
GWS
388
Glassman Wealth Services
Virginia
$224K 2,035 – –
TMAM
389
Tokio Marine Asset Management
Japan
$221K 2,007 – –
GLA
390
Great Lakes Advisors
Illinois
$217K 1,973 – –
SFA
391
Sequoia Financial Advisors
Ohio
$216K 1,963 -62 -3%
GVAG
392
Great Valley Advisor Group
Delaware
$214K 1,947 +1,947 New
BMSSC
393
B. Metzler seel. Sohn & Co
Germany
$214K 1,944 -3,623 -65%
S
394
SignatureFD
Georgia
$213K 1,934 +159 +9%
IA
395
IFP Advisors
Florida
$208K 2,365 -1,535 -39%
Cerity Partners
396
Cerity Partners
New York
$203K 1,849 +1,849 New
IC
397
IEQ Capital
California
$203K 1,844 +1,844 New
ASN
398
Advisory Services Network
Georgia
$198K 1,800 -22 -1%
HI
399
Horizon Investments
North Carolina
$193K 1,753 +1,753 New
SWM
400
Spire Wealth Management
Virginia
$192K 1,746 -122 -7%
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