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MPT

Medical Properties Trust

511 hedge funds and large institutions have $9.28B invested in Medical Properties Trust in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 33

86% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 117

58% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $11.7M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

26% more capital invested

Capital invested by funds: $7.38B → $9.28B (+$1.9B)

13% more funds holding

Funds holding: 454511 (+57)

0.38% more ownership

Funds ownership: 84.51%84.89% (+0.38%)

Holders
511
Holders Change
+57
Holders Change %
+12.56%
% of All Funds
10.07%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.2%
New
103
Increased
218
Reduced
117
Closed
33
Calls
$18.4M
Puts
$11.7M
Net Calls
+$6.75M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
426
Enterprise Financial Services Corp (EFSC)
Missouri
$47K +$1.01K +50 +2%
BBHC
427
Brown Brothers Harriman & Co
New York
$44K +$42.2K +2,083 +12,253%
CIA
428
Cascade Investment Advisors
Oregon
$42.2K
AIM
429
Arcadia Investment Management
Michigan
$42K
LWANC
430
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K
NP
431
NorthRock Partners
Minnesota
$42K +$40.3K +1,990 New
PVH
432
Psagot Value Holdings
Israel
$42K +$40.5K +2,000 New
PI
433
PineBridge Investments
New York
$40K
MF
434
Manchester Financial
California
$40K +$38.8K +1,915 New
QCG
435
Quadrant Capital Group
Ohio
$35K +$8.66K +428 +32%
LWA
436
Lenox Wealth Advisors
New York
$34K
AIC
437
Archer Investment Corporation
Indiana
$34K +$32.4K +1,600 New
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$32K
NFG
439
Next Financial Group
Texas
$32K +$8.1K +400 +36%
AP
440
Arlington Partners
Alabama
$32K +$30.4K +1,500 New
FCA
441
FinTrust Capital Advisors
South Carolina
$31K
CIA
442
CSat Investment Advisory
Michigan
$31K +$3.68K +182 +14%
OPS
443
Orion Portfolio Solutions
Nebraska
$30K +$28.4K +1,402 New
AF
444
Advisornet Financial
Minnesota
$29K +$14.7K +724 +109%
RIA
445
Realta Investment Advisors
Delaware
$28K
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K
CFG
447
Capstone Financial Group
Oklahoma
$27K +$25.7K +1,268 New
MIM
448
Macroview Investment Management
Maryland
$25K -$8.1K -400 -25%
CHC
449
City Holding Co
West Virginia
$25K
EIM
450
Essex Investment Management
Massachusetts
$25K

MPT Hedge Fund Activity: Q4 2019 in Review

511 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2019, worth a combined $9.28B — up 26% from $7.38B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MPT positions and 33 closed out — a net gain of 70 holders — while 218 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was LSV Asset Management, cutting an estimated $104M.

  • 511 institutional investors held Medical Properties Trust (MPT) as of Q4 2019, up from 454 in Q3 2019.
  • Funds reported $9.28B of Medical Properties Trust stock for Q4 2019, up 26% quarter-over-quarter.
  • 103 funds opened new Medical Properties Trust positions in Q4 2019 and 33 closed out, a net change of +70 holders.
  • The largest Medical Properties Trust buyer in Q4 2019 was BlackRock, an estimated $253M added.
  • The largest Medical Properties Trust seller in Q4 2019 was LSV Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2019.