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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
301
Norinchukin Bank
Japan
$141K -$5.59K -1,142 -4%
DTL
302
Dynamic Technology Lab
Singapore
$141K +$140K +28,627 New
I
303
InceptionR
California
$138K -$27.7K -5,649 -17%
Verition Fund Management
304
Verition Fund Management
Connecticut
$134K +$35.8K +7,314 +37%
CAM
305
Concorde Asset Management
Michigan
$133K +$133K +27,154 New
SC
306
Scotia Capital
Ontario, Canada
$132K -$18.2K -3,722 -12%
SPIA
307
Steward Partners Investment Advisory
New York
$132K -$64.6K -13,199 -33%
BP
308
Ballentine Partners
Massachusetts
$130K +$130K +26,543 New
CAGAS
309
Capital Advisory Group Advisory Services
Minnesota
$130K -$808 -165 -0.6%
TC
310
TownSquare Capital
Utah
$130K +$12.5K +2,561 +11%
PSF
311
Pacific Sun Financial
California
$129K -$27K -5,510 -17%
Korea Investment Corp
312
Korea Investment Corp
South Korea
$128K
EH
313
Equitable Holdings
New York
$128K +$9.52K +1,945 +8%
C
314
Covestor
United Kingdom
$124K +$93.5K +19,086 +304%
GAM
315
Groupama Asset Management
France
$124K +$240K +49,072 New
GT
316
Greenleaf Trust
Michigan
$122K +$122K +24,825 New
SCM
317
Shelton Capital Management
Colorado
$122K -$22.8K -4,653 -16%
FFA
318
Founders Financial Alliance
North Carolina
$121K -$6.51K -1,329 -5%
BFM
319
Boothbay Fund Management
New York
$121K +$69.2K +14,136 +136%
SAA
320
Southeast Asset Advisors
Georgia
$115K +$2.89K +590 +3%
Cerity Partners
321
Cerity Partners
New York
$115K -$1.2M -244,885 -91%
Wolverine Trading
322
Wolverine Trading
Illinois
$111K +$50.6K +10,334 +84%
BC
323
Bartlett & Co
Ohio
$111K +$41.6K +8,500 +67%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$111K +$41.6K +8,500 +67%
KWA
325
Kingswood Wealth Advisors
California
$109K +$109K +22,199 New

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.