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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
PS
476
Principal Securities
Iowa
$11.1K -$575 -6 -5%
BIA
477
Bell Investment Advisors
California
$10.8K +$479 +5 +5%
MG
478
Mather Group
Illinois
$10.1K -$10.6K -111 -54%
PWMG
479
Private Wealth Management Group
New Jersey
$8.79K
DAM
480
Delta Asset Management
Tennessee
$8.26K
ZB
481
Zions Bancorporation
Utah
$8.05K -$4.99K -52 -41%
JWA
482
JFS Wealth Advisors
Pennsylvania
$7.41K +$1.82K +19 +37%
S
483
Sachetta
Massachusetts
$7.1K
MCM
484
MV Capital Management
Maryland
$6.88K +$3.45K +36 +124%
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$6.67K
CFO
486
CVA Family Office
Colorado
$6.46K +$1.53K +16 +36%
BIG
487
Brooklyn Investment Group
New York
$6.36K +$5.75K +60 New
GSEP
488
Golden State Equity Partners
California
$6.35K +$5.75K +60 New
VCM
489
Versant Capital Management
Arizona
$5.3K
DIP
490
DT Investment Partners
Pennsylvania
$4.66K +$4.22K +44 New
CAL
491
Capital Advisors Ltd
Ohio
$4K +$2.3K +24 +200%
DMBA
492
Deseret Mutual Benefit Administrators
Utah
$3.81K -$10.9K -114 -76%
PSB
493
Piscataqua Savings Bank
New Hampshire
$3.5K
ATS
494
Ashton Thomas Securities
New York
$3.39K +$3.07K +32 New
CCM
495
Copeland Capital Management
Pennsylvania
$2.96K +$2.69K +28 New
CWC
496
Carolinas Wealth Consulting
North Carolina
$2.9K +$479 +5 +22%
KFI
497
Key Financial Inc
Pennsylvania
$2.86K
RCM
498
Raleigh Capital Management
North Carolina
$2.65K +$479 +5 +25%
CA
499
Continuum Advisory
Idaho
$2.62K +$767 +8 +50%
AF
500
Advisornet Financial
Minnesota
$2.44K