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MPT

Medical Properties Trust

419 hedge funds and large institutions have $4.74B invested in Medical Properties Trust in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $3.62M

15% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 126

13% more funds holding

Funds holding: 370419 (+49)

11% more capital invested

Capital invested by funds: $4.27B → $4.74B (+$471M)

3.07% more ownership

Funds ownership: 77.72%80.8% (+3.1%)

Holders
419
Holders Change
+49
Holders Change %
+13.24%
% of All Funds
9.33%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
145
Reduced
126
Closed
35
Calls
$5.08M
Puts
$3.62M
Net Calls
+$1.46M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
401
Dubuque Bank & Trust
Iowa
$4K
NWM
402
Northwest Wealth Management
Iowa
$4K
CDIA
403
Capital Directions Investment Advisors
Georgia
$4K +$1.33K +84 +50%
EFSCE
404
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
GAM
405
Gemmer Asset Management
California
$3K
PFBT
406
Parkside Financial Bank & Trust
Missouri
$3K
PFSC
407
Peoples Financial Services Corp
Pennsylvania
$3K
VCM
408
Versant Capital Management
Arizona
$3K
WAS
409
Winch Advisory Services
Wisconsin
$3K +$2.64K +167 New
EWM
410
Executive Wealth Management
Michigan
$3K +$2.99K +189 New
OIA
411
OneDigital Investment Advisors
Kansas
$3K +$3.16K +200 New
Schroder Investment Management Group
412
Schroder Investment Management Group
United Kingdom
$2.25K -$1.65M -103,994 -43%
HI
413
Hudock Inc
Pennsylvania
$2K
AIA
414
Alera Investment Advisors
Illinois
$2K +$1.77K +112 New
HAM
415
Highstreet Asset Management
Ontario, Canada
$2K +$1.99K +126 New
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$2K +$2.1K +133 New
CAW
417
Cornerstone Advisors (Washington)
Washington
$1K
RCG
418
Ruggie Capital Group
Florida
$1K +$807 +51 New
PMFA
419
Plante Moran Financial Advisors
Michigan
$1K +$1.25K +79 New
PAMU
420
Pictet Asset Management (UK)
United Kingdom
$751 +$739K +46,700 New
FP
421
Foundry Partners
Minnesota
-$9.62M -645,164 Closed
FIMG
422
Financial & Investment Management Group
Michigan
-$6.68M -447,811 Closed
Pacer Advisors
423
Pacer Advisors
Pennsylvania
-$1.97M -132,069 Closed
Canada Pension Plan Investment Board
424
Canada Pension Plan Investment Board
Ontario, Canada
-$1.39M -93,300 Closed
ARTA
425
A.R.T. Advisors
New York
-$1.09M -73,400 Closed

MPT Hedge Fund Activity: Q4 2018 in Review

419 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2018, worth a combined $4.74B — up 11% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MPT positions and 35 closed out — a net gain of 53 holders — while 145 added to existing stakes and 126 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $51.2M. The largest seller was Principal Financial Group, cutting an estimated $63.1M.

  • 419 institutional investors held Medical Properties Trust (MPT) as of Q4 2018, up from 370 in Q3 2018.
  • Funds reported $4.74B of Medical Properties Trust stock for Q4 2018, up 11% quarter-over-quarter.
  • 88 funds opened new Medical Properties Trust positions in Q4 2018 and 35 closed out, a net change of +53 holders.
  • The largest Medical Properties Trust buyer in Q4 2018 was JP Morgan Chase, an estimated $51.2M added.
  • The largest Medical Properties Trust seller in Q4 2018 was Principal Financial Group, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2018.