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Globe Life

399 hedge funds and large institutions have $5.5B invested in Globe Life in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 154 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,025% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $269K

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

0% more funds holding

Funds holding: 398399 (+1)

1% less capital invested

Capital invested by funds: $5.57B → $5.5B (-$69.9M)

2.58% less ownership

Funds ownership: 75.26%72.69% (-2.6%)

18% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 154

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
10.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
32
Increased
127
Reduced
154
Closed
28
Calls
$3.02M
Puts
$269K
Net Calls
+$2.76M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$44.5M -$2.14M -34,112 -5%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$43.2M +$1.82M +28,873 +4%
AQR Capital Management
28
AQR Capital Management
Connecticut
$38.4M +$6.31M +100,352 +20%
Bank of America
29
Bank of America
North Carolina
$35.2M +$1.64M +26,026 +5%
Legal & General Group
30
Legal & General Group
United Kingdom
$34.3M +$160K +2,539 +0.5%
Pzena Investment Management
31
Pzena Investment Management
New York
$33.1M -$20.8M -330,683 -39%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$32.9M +$1.89M +30,057 +6%
Victory Capital Management
33
Victory Capital Management
Texas
$30.4M +$29.2M +464,281 +4,035%
Wells Fargo
34
Wells Fargo
California
$29.8M -$1.04M -16,507 -3%
Charles Schwab
35
Charles Schwab
California
$28.9M +$484K +7,691 +2%
GL
36
Globe Life
Texas
$27.4M
GC
37
Guggenheim Capital
Illinois
$25.6M +$2.31M +36,704 +10%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$24.9M -$2.43M -38,700 -9%
Deutsche Bank
39
Deutsche Bank
Germany
$24.8M -$7.45M -118,457 -23%
FQ
40
First Quadrant
California
$22.9M +$723K +11,494 +3%
PPA
41
Parametric Portfolio Associates
Washington
$22.8M -$111K -1,761 -0.5%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$22.5M +$107K +1,709 +0.5%
Prudential Financial
43
Prudential Financial
New Jersey
$21.7M -$2.21M -35,192 -9%
Swiss National Bank
44
Swiss National Bank
Switzerland
$20.3M -$346K -5,500 -2%
JP Morgan Chase
45
JP Morgan Chase
New York
$20.2M -$2.88M -45,772 -13%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$19.7M -$3.69M -58,624 -16%
UBS AM
47
UBS AM
Illinois
$18.8M -$294K -4,677 -2%
JIR
48
James Investment Research
Ohio
$18.2M -$26.6K -423 -0.1%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$18.1M -$2.45M -38,982 -12%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$17.2M -$1.19M -18,905 -7%