We are live on ! Find out more
GL icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B +$20.3M +181,824 +2%
BlackRock
2
BlackRock
New York
$674M -$1.25M -11,227 -0.2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$550M -$20.2M -180,781 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$462M +$18.8M +168,127 +4%
State Street
5
State Street
Massachusetts
$412M -$19.4M -173,431 -4%
Boston Partners
6
Boston Partners
Massachusetts
$260M -$2.3M -20,577 -0.9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$259M -$928K -8,313 -0.3%
CB
8
Cooke & Bieler
Pennsylvania
$251M +$2.86M +25,576 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$221M +$418K +3,742 +0.2%
Invesco
10
Invesco
Georgia
$207M +$7.57M +67,753 +4%
Goldman Sachs
11
Goldman Sachs
New York
$150M -$1.81M -16,197 -1%
RFC
12
Regions Financial Corp
Alabama
$133M -$18.6M -166,961 -12%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$127M +$1.85M +16,553 +1%
Morgan Stanley
14
Morgan Stanley
New York
$124M +$8.27M +74,040 +7%
APG Asset Management
15
APG Asset Management
Netherlands
$113M -$2.43M -21,780 -2%
Norges Bank
16
Norges Bank
Norway
$109M +$1.45M +13,013 +1%
Northern Trust
17
Northern Trust
Illinois
$103M -$16M -143,589 -13%
Berkshire Hathaway
18
Berkshire Hathaway
Nebraska
$90.4M -$188M -1,684,560 -67%
N
19
Nuveen
North Carolina
$90.3M +$13M +116,852 +16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$89.4M -$1.77M -15,876 -2%
EIC
21
Equity Investment Corp
Georgia
$79.1M +$1.55M +13,876 +2%
Artisan Partners
22
Artisan Partners
Wisconsin
$78.2M -$2.69M -24,115 -3%
Charles Schwab
23
Charles Schwab
California
$78.2M -$903K -8,085 -1%
Legal & General Group
24
Legal & General Group
United Kingdom
$66.9M -$3.49M -31,283 -5%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$62.5M -$2.48M -22,188 -4%

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.