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MPT

Medical Properties Trust

548 hedge funds and large institutions have $10.1B invested in Medical Properties Trust in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 254 increasing their positions, 134 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 134

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

6% more capital invested

Capital invested by funds: $9.62B → $10.1B (+$530M)

2% more funds holding

Funds holding: 537548 (+11)

5% more call options, than puts

Call options by funds: $24.5M | Put options by funds: $23.4M

0.15% more ownership

Funds ownership: 82.24%82.39% (+0.15%)

Holders
548
Holders Change
+11
Holders Change %
+2.05%
% of All Funds
9.62%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
71
Increased
254
Reduced
134
Closed
56
Calls
$24.5M
Puts
$23.4M
Net Calls
+$1.11M
Net Calls Change
-$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
226
Capital Financial Services
New York
$1.41M +$10.8K +500 +0.8%
TRCT
227
Tower Research Capital (TRC)
New York
$1.41M +$477K +22,182 +50%
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$1.41M +$595K +27,658 +72%
ECM
229
EII Capital Management
New York
$1.39M
CG
230
Colony Group
Massachusetts
$1.34M +$403K +18,758 +43%
BWM
231
BerganKDV Wealth Management
Minnesota
$1.33M -$882 -41 -0.1%
APG Asset Management
232
APG Asset Management
Netherlands
$1.33M -$4.75M -220,840 -75%
WA
233
WESPAC Advisors
California
$1.33M -$356K -16,564 -21%
CWM
234
CIBC World Markets
New York
$1.32M -$5.81M -270,069 -81%
Axa
235
Axa
France
$1.32M -$680K -31,600 -34%
Pacer Advisors
236
Pacer Advisors
Pennsylvania
$1.32M +$60.1K +2,793 +5%
X
237
Xponance
Pennsylvania
$1.3M +$107K +4,955 +9%
OAM
238
Oppenheimer Asset Management
New York
$1.28M +$133K +6,179 +11%
Allianz Asset Management
239
Allianz Asset Management
Germany
$1.28M -$53.4M -2,483,201 -98%
II
240
IFM Investors
Australia
$1.27M +$191K +8,869 +18%
TCM
241
Teza Capital Management
Illinois
$1.25M -$264K -12,259 -17%
WAM
242
Weiss Asset Management
Massachusetts
$1.23M +$1.24M +57,734 New
RIM
243
Redpoint Investment Management
Australia
$1.22M +$248K +11,552 +25%
CQS
244
Credential Qtrade Securities
$1.21M -$624K -29,030 -34%
SIM
245
Sonora Investment Management
Arizona
$1.2M +$19.2K +895 +2%
KeyBank National Association
246
KeyBank National Association
Ohio
$1.2M +$75.1K +3,494 +7%
FAIM
247
Financial Advocates Investment Management
Washington
$1.18M -$357K -16,582 -23%
SAM
248
Securian Asset Management
Minnesota
$1.17M +$84.4K +3,924 +8%
JMPWA
249
JP Morgan Private Wealth Advisors
California
$1.14M +$258K +12,015 +29%
KMWM
250
Keudell/Morrison Wealth Management
Oregon
$1.13M +$64.5K +3,000 +6%

MPT Hedge Fund Activity: Q1 2021 in Review

548 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2021, worth a combined $10.1B — up 5.5% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new MPT positions and 56 closed out — a net gain of 15 holders — while 254 added to existing stakes and 134 trimmed.

The largest buyer was BlackRock, adding an estimated $270M. The largest seller was Allianz Asset Management, cutting an estimated $53.4M.

  • 548 institutional investors held Medical Properties Trust (MPT) as of Q1 2021, up from 537 in Q4 2020.
  • Funds reported $10.1B of Medical Properties Trust stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 71 funds opened new Medical Properties Trust positions in Q1 2021 and 56 closed out, a net change of +15 holders.
  • The largest Medical Properties Trust buyer in Q1 2021 was BlackRock, an estimated $270M added.
  • The largest Medical Properties Trust seller in Q1 2021 was Allianz Asset Management, an estimated $53.4M sold.

Based on aggregated 13F filings for Q1 2021.