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Globe Life

436 hedge funds and large institutions have $6.81B invested in Globe Life in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 136 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.49B → $6.81B (+$323M)

0.63% more ownership

Funds ownership: 72.56%73.19% (+0.63%)

2% less funds holding

Funds holding: 444436 (-8)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

26% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 185

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
436
Holders Change
-8
Holders Change %
-1.8%
% of All Funds
10.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
29
Increased
136
Reduced
185
Closed
33
Calls
$3.03M
Puts
Net Calls
+$3.03M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$971M +$6.69M +85,890 +0.7%
BlackRock
2
BlackRock
New York
$609M +$12.8M +164,225 +2%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$509M
State Street
4
State Street
Massachusetts
$444M -$6.54M -83,902 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$230M -$5.41M -69,462 -2%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$182M -$19.8M -254,273 -10%
Artisan Partners
7
Artisan Partners
Wisconsin
$163M -$7.09M -91,021 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$162M +$54.6K +700 +0%
RFC
9
Regions Financial Corp
Alabama
$152M -$3.58M -45,962 -2%
Boston Partners
10
Boston Partners
Massachusetts
$151M +$1.31M +16,795 +0.9%
NIPH
11
NN Investment Partners Holdings
Netherlands
$125M +$61M +782,986 +96%
Invesco
12
Invesco
Georgia
$123M -$2.19M -28,156 -2%
Norges Bank
13
Norges Bank
Norway
$117M +$7M +89,771 +7%
Goldman Sachs
14
Goldman Sachs
New York
$112M +$5.25M +67,399 +5%
Northern Trust
15
Northern Trust
Illinois
$107M +$7.6M +97,513 +8%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$97.7M +$18.9M +242,048 +25%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$96.1M +$2.98M +38,264 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$80.7M -$1.26M -16,141 -2%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$72.7M +$70.7M +907,407 New
PRO
20
Pensioenfonds Rail & OV
Netherlands
$72.6M +$4.28M +54,934 +6%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$69.3M -$135K -1,734 -0.2%
AQR Capital Management
22
AQR Capital Management
Connecticut
$63.9M -$2.81M -36,054 -4%
EIC
23
Equity Investment Corp
Georgia
$60.1M -$4.44M -57,003 -7%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$56.3M -$649K -8,329 -1%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$54.5M -$2.16M -27,746 -4%

GL Hedge Fund Activity: Q3 2017 in Review

436 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2017, worth a combined $6.81B — up 5% from $6.49B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of GL and 29 opened new positions — a net loss of 4 holders — while 185 trimmed existing stakes and 136 added.

The largest buyer was NN Investment Partners Holdings, adding an estimated $61M. The largest seller was Janus Henderson Group, cutting an estimated $19.8M.

  • 436 institutional investors held Globe Life (GL) as of Q3 2017, down from 444 in Q2 2017.
  • Funds reported $6.81B of Globe Life stock for Q3 2017, up 5% quarter-over-quarter.
  • 29 funds opened new Globe Life positions in Q3 2017 and 33 closed out, a net change of -4 holders.
  • The largest Globe Life buyer in Q3 2017 was NN Investment Partners Holdings, an estimated $61M added.
  • The largest Globe Life seller in Q3 2017 was Janus Henderson Group, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2017.