GL icon

Globe Life
GL

Overview Fund Activity

520 hedge funds and large institutions have $8.65B invested in Globe Life in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 180 reducing their positions, and 57 closing their positions.

Holders
520
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.33%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
61
Increased
166
Reduced
180
Closed
57
Calls
$5.14M
Puts
$2.88M
Net Calls
+$2.26M
Net Calls Change
-$1.67M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$295M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$51.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$296M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.7M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$586M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
PCM
3
Parsifal Capital Management
Connecticut
$50.6M
4
WBC
4
Westpac Banking Corp
Australia
$0
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$31.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TAIM
501
TD Ameritrade Investment Management
Nebraska
$2K 18 – –
GRP
502
Global Retirement Partners
California
$1.7K 16 +6 +60%
WTA
503
Washington Trust Advisors
Massachusetts
$1.65K 15 – –
TCA
504
Trifecta Capital Advisors
Illinois
$1.54K 14 – –
BAAM
505
Baker Avenue Asset Management
California
$1.32K 12 – –
BCMLT
506
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.1K 10 – –
EBA
507
Eagle Bay Advisors
New York
$1.1K 10 – –
CAL
508
Capital Advisors Ltd
Ohio
$1K 7 – –
AW
509
Avion Wealth
Texas
$1K 12 +12 New
MA
510
MCF Advisors
Kentucky
$661 6 – –
BBHC
511
Brown Brothers Harriman & Co
New York
$660 6 – –
NSIM
512
North Star Investment Management
Illinois
$550 5 – –
CFO
513
CVA Family Office
Colorado
$550 5 +5 New
AAS
514
Ameritas Advisory Services
Nebraska
$495 5 +5 New
ECM
515
Everence Capital Management
Indiana
$490 4,450 – –
TWP
516
TFO Wealth Partners
Ohio
$440 4 -16 -80%
CAC
517
Core Alternative Capital
Georgia
$440 4 +4 New
SWA
518
SOA Wealth Advisors
New York
$221 2 – –
PMFA
519
Plante Moran Financial Advisors
Michigan
$110 1 – –
BF
520
BOK Financial
Oklahoma
$110 1 +1 New
Schroder Investment Management Group
521
Schroder Investment Management Group
United Kingdom
– – -496,610 Closed
WBC
522
Westpac Banking Corp
Australia
– – -174,474 Closed
PCM
523
Prana Capital Management
Connecticut
– – -137,747 Closed
Alyeska Investment Group
524
Alyeska Investment Group
Illinois
– – -116,892 Closed
T
525
TCWP
Ohio
– – -41,920 Closed
19 20
21
22 23