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Globe Life

542 hedge funds and large institutions have $8.28B invested in Globe Life in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 174 increasing their positions, 187 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $1.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 541542 (+1)

0.29% less ownership

Funds ownership: 80.54%80.25% (-0.29%)

2% less capital invested

Capital invested by funds: $8.42B → $8.28B (-$137M)

7% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 187

Holders
542
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
174
Reduced
187
Closed
52
Calls
$3.41M
Puts
$1.7M
Net Calls
+$1.72M
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
376
River Wealth Advisors
Pennsylvania
$357K
EAM
377
Erste Asset Management
Austria
$353K
RP
378
Rowlandmiller & Partners
Georgia
$349K
EF
379
Empirical Finance
Pennsylvania
$348K +$32.4K +290 +10%
QI
380
Qtron Investments
Massachusetts
$338K +$348K +3,112 New
KRSITF
381
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$335K -$12.6K -113 -4%
BFM
382
Boothbay Fund Management
New York
$334K +$343K +3,071 New
GT
383
Glenmede Trust
Pennsylvania
$332K -$20.7K -185 -6%
PCM
384
Prana Capital Management
Connecticut
$328K +$337K +3,019 New
AC
385
Avestar Capital
New York
$328K -$10.6K -95 -3%
BPC
386
Banque Pictet & Cie
Switzerland
$327K -$976K -8,738 -74%
ECG
387
Edge Capital Group
Georgia
$326K -$698K -6,250 -68%
FTDI
388
First Trust Direct Indexing
Massachusetts
$325K +$21.8K +195 +7%
Bessemer Group
389
Bessemer Group
New Jersey
$316K +$5.58K +50 +2%
William Blair & Company
390
William Blair & Company
Illinois
$312K -$46.6K -417 -13%
ML
391
McAdam LLC
Pennsylvania
$312K +$320K +2,870 New
KAM
392
Knightsbridge Asset Management
California
$312K +$223 +2 +0.1%
TA
393
Tectonic Advisors
Texas
$306K +$314K +2,810 New
MML Investors Services
394
MML Investors Services
Massachusetts
$305K +$46.3K +415 +17%
NMIMC
395
Northwestern Mutual Investment Management Company
Wisconsin
$298K -$6.7K -60 -2%
AFG
396
Allegheny Financial Group
Pennsylvania
$294K
BCFD
397
Boit C.F. David
$290K
FFM
398
Forum Financial Management
Illinois
$290K
WG
399
Winton Group
United Kingdom
$288K -$79.6K -713 -21%
OQS
400
Occudo Quantitative Strategies
Florida
$286K +$293K +2,626 New

GL Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2023, worth a combined $8.28B — down 1.6% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GL positions and 52 closed out — a net gain of 5 holders — while 174 added to existing stakes and 187 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $30.5M. The largest seller was Berkshire Hathaway, cutting an estimated $188M.

  • 542 institutional investors held Globe Life (GL) as of Q3 2023, up from 541 in Q2 2023.
  • Funds reported $8.28B of Globe Life stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 57 funds opened new Globe Life positions in Q3 2023 and 52 closed out, a net change of +5 holders.
  • The largest Globe Life buyer in Q3 2023 was Qube Research & Technologies (QRT), an estimated $30.5M added.
  • The largest Globe Life seller in Q3 2023 was Berkshire Hathaway, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2023.