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Globe Life
GL

460 hedge funds and large institutions have $6.74B invested in Globe Life in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 171 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% more ownership

Funds ownership: 74.31% → 74.61% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

1% less funds holding

Funds holding: 467 → 460 (-7)

7% less capital invested

Capital invested by funds: $7.26B → $6.74B (-$528M)

18% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 171

28% less call options, than puts

Call options by funds: $9.86M | Put options by funds: $13.7M

Holders
460
Holders Change
-7
Holders Change %
-1.5%
% of All Funds
8.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
140
Reduced
171
Closed
41
Calls
$9.86M
Puts
$13.7M
Net Calls
-$3.79M
Net Calls Change
-$4.33M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$33.1M
2
Goldman Sachs
Goldman Sachs
New York
+$20.8M
3
PI
PineBridge Investments
New York
+$12.1M
4
Millennium Management
Millennium Management
New York
+$9.44M
5
Invesco
Invesco
Georgia
+$9.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$23.2M
2
WBC
Westpac Banking Corp
Australia
-$22.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$17.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$17.1M
5
BSA
Braun Stacey Associates
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Loomis, Sayles & Company
426
Loomis, Sayles & Company
Massachusetts
$9K +$9.53K +102 New
WPA
427
West Paces Advisors
Georgia
$7.48K – – –
AIC
428
Archer Investment Corporation
Indiana
$7.39K – – –
DAM
429
Delta Asset Management
Tennessee
$7K – – –
PCM
430
Peregrine Capital Management
Minnesota
$7K – – –
TAIM
431
TD Ameritrade Investment Management
Nebraska
$7K +$1.03K +11 +15%
EWA
432
Evolution Wealth Advisors
Florida
$6K – – –
PCG
433
Private Capital Group
Connecticut
$5K -$3.18K -34 -40%
EARNEST Partners
434
EARNEST Partners
Georgia
$5K – – –
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
TFO
436
Tarbox Family Office
California
$5K – – –
VCM
437
Versant Capital Management
Arizona
$5K – – –
APA
438
American Portfolios Advisors
New York
$4.54K – – –
FPS
439
Fieldpoint Private Securities
Connecticut
$4K – – –
TWA
440
TCI Wealth Advisors
Arizona
$4K – – –
WWM
441
Wolff Wiese Magana
California
$4K – – –
SWA
442
SOA Wealth Advisors
New York
$3K -$93 -1 -2%
CFD
443
Creative Financial Designs
Indiana
$3K – – –
PSB
444
Piscataqua Savings Bank
New Hampshire
$3K – – –
CWP
445
Concord Wealth Partners
Virginia
$3K +$654 +7 +24%
NFG
446
Next Financial Group
Texas
$3K +$1.4K +15 +75%
Nisa Investment Advisors
447
Nisa Investment Advisors
Missouri
$2.63K +$154K +1,650 +6%
BFC
448
Bedel Financial Consulting
Indiana
$2K – – –
HR
449
Howe & Rusling
New York
$2K – – –
CWC
450
Carolinas Wealth Consulting
North Carolina
$2K +$93 +1 +5%
16 17
18
19 20

GL Hedge Fund Activity: Q3 2021 in Review

460 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2021, worth a combined $6.74B — down 7.3% from $7.26B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of GL and 37 opened new positions — a net loss of 4 holders — while 171 trimmed existing stakes and 140 added.

The largest buyer was Neuberger Berman Group, adding an estimated $33.1M. The largest seller was Janus Henderson Group, cutting an estimated $23.2M.

  • 460 institutional investors held Globe Life (GL) as of Q3 2021, down from 467 in Q2 2021.
  • Funds reported $6.74B of Globe Life stock for Q3 2021, down 7.3% quarter-over-quarter.
  • 37 funds opened new Globe Life positions in Q3 2021 and 41 closed out, a net change of -4 holders.
  • The largest Globe Life buyer in Q3 2021 was Neuberger Berman Group, an estimated $33.1M added.
  • The largest Globe Life seller in Q3 2021 was Janus Henderson Group, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2021.