We are live on ! Find out more
GL icon

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
MFT
501
Moisand Fitzgerald Tamayo
Florida
$2.12K
SIC
502
SJS Investment Consulting
Ohio
$2.12K +$767 +8 +67%
DPW
503
DiNuzzo Private Wealth
Pennsylvania
$2.01K +$192 +2 +12%
CFB
504
Cullen/Frost Bankers
Texas
$2.01K -$5.47K -57 -75%
TCA
505
Trifecta Capital Advisors
Illinois
$1.48K
TFM
506
TFC Financial Management
Massachusetts
$1.27K -$10.8K -113 -90%
AssetMark Inc
507
AssetMark Inc
California
$1.27K +$1.15K +12 New
PA
508
Pineridge Advisors
Missouri
$1.17K
CFD
509
Creative Financial Designs
Indiana
$1.06K +$959 +10 New
AIM
510
Anchor Investment Management
South Carolina
$953
AWM
511
Avior Wealth Management
Nebraska
$953 +$863 +9 New
WTC
512
WhitTier Trust Company
Nevada
$847
DF
513
Dunhill Financial
United Kingdom
$819
VWA
514
Valued Wealth Advisors
Utah
$748
FNWA
515
Financial Network Wealth Advisors
Utah
$741 +$671 +7 New
BF
516
BOK Financial
Oklahoma
$734
MA
517
MCF Advisors
Kentucky
$636
BBHC
518
Brown Brothers Harriman & Co
New York
$635
WWP
519
WR Wealth Planners
Missouri
$530 +$479 +5 New
CT
520
Colonial Trust
South Carolina
$313 -$2.97K -31 -91%
SWA
521
SOA Wealth Advisors
New York
$109
FPFS
522
First Personal Financial Services
North Carolina
$106 +$96 +1 New
WA
523
WestEnd Advisors
North Carolina
$106 +$96 +1 New
YDMI
524
Y.D. More Investments
Israel
$14 +$192 +2 +4%
WG
525
Winton Group
United Kingdom
-$15.5M -188,179 Closed