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Globe Life
GL

460 hedge funds and large institutions have $6.74B invested in Globe Life in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 171 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% more ownership

Funds ownership: 74.31% → 74.61% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

1% less funds holding

Funds holding: 467 → 460 (-7)

7% less capital invested

Capital invested by funds: $7.26B → $6.74B (-$528M)

18% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 171

28% less call options, than puts

Call options by funds: $9.86M | Put options by funds: $13.7M

Holders
460
Holders Change
-7
Holders Change %
-1.5%
% of All Funds
8.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
140
Reduced
171
Closed
41
Calls
$9.86M
Puts
$13.7M
Net Calls
-$3.79M
Net Calls Change
-$4.33M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$33.1M
2
Goldman Sachs
Goldman Sachs
New York
+$20.8M
3
PI
PineBridge Investments
New York
+$12.1M
4
Millennium Management
Millennium Management
New York
+$9.44M
5
Invesco
Invesco
Georgia
+$9.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$23.2M
2
WBC
Westpac Banking Corp
Australia
-$22.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$17.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$17.1M
5
BSA
Braun Stacey Associates
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$959M -$17.4M -186,494 -2%
BlackRock
2
BlackRock
New York
$633M -$6.23M -66,695 -0.9%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$566M – – –
Wellington Management Group
4
Wellington Management Group
Massachusetts
$467M +$7.97M +85,255 +2%
State Street
5
State Street
Massachusetts
$398M -$8.67M -92,812 -2%
Boston Partners
6
Boston Partners
Massachusetts
$204M +$6.11M +65,420 +3%
RFC
7
Regions Financial Corp
Alabama
$157M -$2.16M -23,087 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$151M +$2.47M +26,383 +2%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$137M +$2M +21,364 +1%
Goldman Sachs
10
Goldman Sachs
New York
$130M +$20.8M +222,729 +18%
APG Asset Management
11
APG Asset Management
Netherlands
$121M -$9.91M -106,052 -6%
Invesco
12
Invesco
Georgia
$105M +$9.1M +97,400 +9%
CB
13
Cooke & Bieler
Pennsylvania
$100M -$1.16M -12,380 -1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$96.9M +$6.53M +69,915 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$95.7M -$12.4M -133,139 -11%
Artisan Partners
16
Artisan Partners
Wisconsin
$94.2M -$918K -9,824 -0.9%
Northern Trust
17
Northern Trust
Illinois
$89.8M -$1.86M -19,854 -2%
PRO
18
Pensioenfonds Rail & OV
Netherlands
$84.5M – – –
Norges Bank
19
Norges Bank
Norway
$83.5M -$1.68M -17,957 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$81.2M -$1.83M -19,580 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$67.1M +$1.92M +20,595 +3%
Charles Schwab
22
Charles Schwab
California
$60.1M +$1.37M +14,651 +2%
EIC
23
Equity Investment Corp
Georgia
$59.3M +$184K +1,965 +0.3%
Bank of America
24
Bank of America
North Carolina
$58.8M +$1.85M +19,798 +3%
ACA
25
Anchor Capital Advisors
Massachusetts
$58.6M +$803K +8,593 +1%
1
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GL Hedge Fund Activity: Q3 2021 in Review

460 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2021, worth a combined $6.74B — down 7.3% from $7.26B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of GL and 37 opened new positions — a net loss of 4 holders — while 171 trimmed existing stakes and 140 added.

The largest buyer was Neuberger Berman Group, adding an estimated $33.1M. The largest seller was Janus Henderson Group, cutting an estimated $23.2M.

  • 460 institutional investors held Globe Life (GL) as of Q3 2021, down from 467 in Q2 2021.
  • Funds reported $6.74B of Globe Life stock for Q3 2021, down 7.3% quarter-over-quarter.
  • 37 funds opened new Globe Life positions in Q3 2021 and 41 closed out, a net change of -4 holders.
  • The largest Globe Life buyer in Q3 2021 was Neuberger Berman Group, an estimated $33.1M added.
  • The largest Globe Life seller in Q3 2021 was Janus Henderson Group, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2021.