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Globe Life

542 hedge funds and large institutions have $8.28B invested in Globe Life in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 174 increasing their positions, 187 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $1.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 541542 (+1)

0.29% less ownership

Funds ownership: 80.54%80.25% (-0.29%)

2% less capital invested

Capital invested by funds: $8.42B → $8.28B (-$137M)

7% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 187

Holders
542
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
174
Reduced
187
Closed
52
Calls
$3.41M
Puts
$1.7M
Net Calls
+$1.72M
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$23.1M +$371K +3,322 +2%
CCM
52
Copeland Capital Management
Pennsylvania
$23M +$240K +2,145 +1%
PP
53
Prospector Partners
Connecticut
$22.4M +$81.5K +730 +0.4%
CSS
54
Cubist Systematic Strategies
Connecticut
$20.5M +$3.97M +35,552 +23%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$20.4M -$373K -3,337 -2%
Lazard Asset Management
56
Lazard Asset Management
New York
$20.3M +$4.55M +40,703 +28%
Truist Financial
57
Truist Financial
North Carolina
$20.2M -$1.37M -12,305 -6%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$20.1M -$3.72M -33,344 -15%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$19.9M +$32.8K +294 +0.2%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$19.6M -$87.8K -786 -0.4%
RJA
61
Raymond James & Associates
Florida
$19M +$56.4K +505 +0.3%
Wells Fargo
62
Wells Fargo
California
$19M -$1.53M -13,680 -7%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$18.5M -$3.97M -35,522 -17%
Amundi
64
Amundi
France
$18M +$1.79M +16,043 +11%
ISL
65
Ingalls & Snyder LLC
New York
$17.9M
Russell Investments Group
66
Russell Investments Group
United Kingdom
$16.6M -$1.12M -10,034 -6%
Macquarie Group
67
Macquarie Group
Australia
$15.3M -$1.07M -9,538 -6%
CI Investments Inc
68
CI Investments Inc
Ontario, Canada
$15.3M -$2.02M -18,117 -11%
IP
69
Interval Partners
New York
$15M +$7.42M +66,457 +93%
CS
70
Credit Suisse
Switzerland
$14.4M -$2.74M -24,493 -16%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$14.3M -$1.62M -14,548 -10%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$14.1M +$6.84M +61,210 +90%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$13.5M +$3.29M +29,470 +31%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$12.7M +$1.4M +12,494 +12%
BGIM
75
Brandywine Global Investment Management
Pennsylvania
$12.3M +$4.55M +40,756 +56%

GL Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2023, worth a combined $8.28B — down 1.6% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GL positions and 52 closed out — a net gain of 5 holders — while 174 added to existing stakes and 187 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $30.5M. The largest seller was Berkshire Hathaway, cutting an estimated $188M.

  • 542 institutional investors held Globe Life (GL) as of Q3 2023, up from 541 in Q2 2023.
  • Funds reported $8.28B of Globe Life stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 57 funds opened new Globe Life positions in Q3 2023 and 52 closed out, a net change of +5 holders.
  • The largest Globe Life buyer in Q3 2023 was Qube Research & Technologies (QRT), an estimated $30.5M added.
  • The largest Globe Life seller in Q3 2023 was Berkshire Hathaway, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2023.