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Globe Life

525 hedge funds and large institutions have $7.25B invested in Globe Life in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 184 increasing their positions, 180 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

49% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 53

19% more capital invested

Capital invested by funds: $6.09B → $7.25B (+$1.16B)

5% more funds holding

Funds holding: 502525 (+23)

2% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 180

3% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $91M

3.61% less ownership

Funds ownership: 80.17%76.56% (-3.6%)

Holders
525
Holders Change
+23
Holders Change %
+4.58%
% of All Funds
7.54%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
79
Increased
184
Reduced
180
Closed
53
Calls
$88.4M
Puts
$91M
Net Calls
-$2.6M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
426
Global Retirement Partners
California
$75.1K +$3.74K +39 +6%
IIM
427
Intact Investment Management
Quebec, Canada
$73.1K +$66.2K +690 New
EWM
428
Evermay Wealth Management
Virginia
$71.5K
PTC
429
Private Trust Company
Ohio
$71K +$25.9K +270 +68%
AAP
430
Arax Advisory Partners
Colorado
$69.9K +$7.96K +83 +14%
ECM
431
Estabrook Capital Management
New York
$63.5K
GM
432
GeoWealth Management
Illinois
$63.2K +$57.2K +597 New
IA
433
IFP Advisors
Florida
$62.3K -$85K -886 -60%
AGWCA
434
Annis Gardner Whiting Capital Advisors
Florida
$60.2K
TWD
435
True Wealth Design
Ohio
$59.1K +$53.5K +558 New
LC
436
Lindbrook Capital
California
$57.9K +$5.75K +60 +12%
PMFA
437
Plante Moran Financial Advisors
Michigan
$55.7K +$50.3K +525 +52,500%
AF
438
Allworth Financial
California
$54.6K -$5.18K -54 -9%
RAM
439
Resona Asset Management
Japan
$54K +$14.8K +154 +42%
EWP
440
Elevation Wealth Partners
California
$53.1K
FCAS
441
First Command Advisory Services
Texas
$52.3K -$6.52K -68 -12%
PFBT
442
Parkside Financial Bank & Trust
Missouri
$51.4K +$18.9K +197 +68%
HT
443
Headlands Technologies
Illinois
$50.4K +$45.6K +476 New
WT
444
Whittier Trust
California
$50.1K
MA
445
Montag & Associates
Georgia
$47.7K
HIA
446
Harbor Investment Advisory
Maryland
$47.2K -$288 -3 -0.7%
HGERS
447
Householder Group Estate & Retirement Specialist
Arizona
$47K
KFP
448
Keener Financial Planning
Texas
$44K
EC
449
Elequin Capital
New York
$40.2K +$36.4K +380 New
HWA
450
HHM Wealth Advisors
Tennessee
$39.7K