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Globe Life

525 hedge funds and large institutions have $7.25B invested in Globe Life in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 184 increasing their positions, 180 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

49% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 53

19% more capital invested

Capital invested by funds: $6.09B → $7.25B (+$1.16B)

5% more funds holding

Funds holding: 502525 (+23)

2% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 180

3% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $91M

3.61% less ownership

Funds ownership: 80.17%76.56% (-3.6%)

Holders
525
Holders Change
+23
Holders Change %
+4.58%
% of All Funds
7.54%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
79
Increased
184
Reduced
180
Closed
53
Calls
$88.4M
Puts
$91M
Net Calls
-$2.6M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B -$20.4M -212,729 -2%
BlackRock
2
BlackRock
New York
$611M -$31.5M -328,676 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$507M -$111M -1,154,756 -19%
Invesco
4
Invesco
Georgia
$393M -$46.1M -480,956 -11%
State Street
5
State Street
Massachusetts
$375M +$11.1M +115,432 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$277M +$8.56M +89,299 +4%
Morgan Stanley
7
Morgan Stanley
New York
$184M +$5.78M +60,294 +4%
UBS AM
8
UBS AM
Illinois
$161M +$26.6M +277,108 +22%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$156M +$22.9M +238,774 +19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$156M -$13.4M -139,945 -9%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$132M +$47.2M +492,050 +65%
NI
12
Nuance Investments
Missouri
$121M +$66.5M +693,346 +156%
EIC
13
Equity Investment Corp
Georgia
$109M -$461K -4,804 -0.5%
Pzena Investment Management
14
Pzena Investment Management
New York
$107M +$7.51M +78,354 +8%
N
15
Nuveen
North Carolina
$106M -$23.2M -242,429 -20%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$101M -$4.33M -45,194 -4%
RFC
17
Regions Financial Corp
Alabama
$98.9M -$3.32M -34,657 -4%
Norges Bank
18
Norges Bank
Norway
$94.7M -$26.2M -273,195 -23%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$93.2M -$18.7M -194,886 -18%
Charles Schwab
20
Charles Schwab
California
$85.7M +$5.43M +56,673 +8%
Northern Trust
21
Northern Trust
Illinois
$83.8M -$7.39M -77,098 -9%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$72.3M -$38M -396,797 -37%
Artisan Partners
23
Artisan Partners
Wisconsin
$72M -$661K -6,893 -1%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$69.9M +$406K +4,230 +0.6%
AQR Capital Management
25
AQR Capital Management
Connecticut
$66.8M +$18.1M +188,337 +42%