We are live on ! Find out more
GL icon

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
Neuberger Berman Group
26
Neuberger Berman Group
New York
$54.8M +$33.1M +354,456 +135%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$52.5M -$23.2M -248,651 -30%
SBH
28
Segall Bryant & Hamill
Illinois
$52M -$115K -1,227 -0.2%
N
29
Nuveen
North Carolina
$50M -$158K -1,695 -0.3%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$48.2M -$17.1M -182,582 -25%
PPA
31
Parametric Portfolio Associates
Washington
$39.5M +$449K +4,810 +1%
Millennium Management
32
Millennium Management
New York
$39.2M +$9.44M +100,991 +30%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$37M -$650K -6,959 -2%
UBS AM
34
UBS AM
Illinois
$35.6M +$413K +4,420 +1%
Swiss National Bank
35
Swiss National Bank
Switzerland
$34.5M -$1.21M -12,900 -3%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$30.9M +$6.66M +71,284 +26%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$27.4M -$1.15M -12,320 -4%
Morgan Stanley
38
Morgan Stanley
New York
$23.6M -$3.09M -33,104 -11%
PI
39
PGGM Investments
Netherlands
$22.6M – – –
Victory Capital Management
40
Victory Capital Management
Texas
$22.1M +$3.52M +37,669 +18%
CI Investments Inc
41
CI Investments Inc
Ontario, Canada
$21.9M -$210K -2,244 -0.9%
Deutsche Bank
42
Deutsche Bank
Germany
$21.7M -$1.65M -17,702 -7%
Pzena Investment Management
43
Pzena Investment Management
New York
$21.5M – – –
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$20.5M -$1.09M -11,669 -5%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$20.1M -$370K -3,956 -2%
First Trust Advisors
46
First Trust Advisors
Illinois
$19.7M -$3.49M -37,328 -14%
PP
47
Prospector Partners
Connecticut
$19.5M -$196K -2,100 -0.9%
MDSL
48
M.D. Sass LLC
New York
$19.3M +$217K +2,320 +1%
IP
49
Interval Partners
New York
$18.8M +$7.36M +78,796 +59%
NIG
50
NFJ Investment Group
Texas
$17.5M +$3.96M +42,351 +27%
1
2
3 4 5

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.