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Globe Life

598 hedge funds and large institutions have $9.23B invested in Globe Life in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 219 increasing their positions, 198 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 49

11% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 198

3.03% more ownership

Funds ownership: 81.93%84.96% (+3%)

2% more funds holding

Funds holding: 587598 (+11)

1% less capital invested

Capital invested by funds: $9.37B → $9.23B (-$137M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

80% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $142M

Holders
598
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
8.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
63
Increased
219
Reduced
198
Closed
49
Calls
$28.3M
Puts
$142M
Net Calls
-$114M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31B +$52.1M +425,993 +4%
BlackRock
2
BlackRock
New York
$825M +$48.7M +397,886 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$528M -$18.5M -150,975 -3%
State Street
4
State Street
Massachusetts
$445M -$5.42M -44,253 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$308M -$44.8M -366,296 -12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$276M +$41.4M +338,193 +17%
CB
7
Cooke & Bieler
Pennsylvania
$252M -$23M -188,180 -8%
Boston Partners
8
Boston Partners
Massachusetts
$243M +$15.4M +125,457 +6%
JP Morgan Chase
9
JP Morgan Chase
New York
$226M -$293M -2,397,391 -55%
Invesco
10
Invesco
Georgia
$219M +$15.7M +127,972 +7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$151M +$11.6M +95,187 +8%
Norges Bank
12
Norges Bank
Norway
$149M +$32.1M +262,098 +26%
Morgan Stanley
13
Morgan Stanley
New York
$147M -$132M -1,076,654 -46%
APG Asset Management
14
APG Asset Management
Netherlands
$144M +$5.11M +41,737 +3%
RFC
15
Regions Financial Corp
Alabama
$136M -$3.96M -32,392 -3%
Goldman Sachs
16
Goldman Sachs
New York
$129M +$27.2M +222,573 +25%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$116M +$121M +989,319 +10,527%
Northern Trust
18
Northern Trust
Illinois
$105M -$8.45M -69,066 -7%
EIC
19
Equity Investment Corp
Georgia
$99M +$15M +122,255 +17%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$97.7M +$75.3M +615,580 +275%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$91.8M +$3.3M +26,945 +4%
N
22
Nuveen
North Carolina
$91.6M -$15.9M -130,242 -14%
Charles Schwab
23
Charles Schwab
California
$85.5M +$1.08M +8,851 +1%
Artisan Partners
24
Artisan Partners
Wisconsin
$80.5M +$283K +2,316 +0.3%
Barclays
25
Barclays
United Kingdom
$80.3M +$38.8M +317,248 +85%