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MPT

Medical Properties Trust

281 hedge funds and large institutions have $2.22B invested in Medical Properties Trust in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 59

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

1.55% more ownership

Funds ownership: 81.63%83.18% (+1.6%)

1% more funds holding

Funds holding: 279281 (+2)

0% more capital invested

Capital invested by funds: $2.21B → $2.22B (+$1.55M)

1% less call options, than puts

Call options by funds: $3.67M | Put options by funds: $3.69M

Holders
281
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
35
Increased
144
Reduced
59
Closed
31
Calls
$3.67M
Puts
$3.69M
Net Calls
-$20K
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
BlackRock Group
United Kingdom
$18.1M +$11.8M +950,167 +138%
TCM
27
Tekla Capital Management
Massachusetts
$17.3M +$5.09M +410,486 +36%
Morgan Stanley
28
Morgan Stanley
New York
$16.7M +$8.3M +669,055 +80%
FMA
29
Fiduciary Management Associates
Illinois
$16.7M +$2.8M +225,535 +18%
Goldman Sachs
30
Goldman Sachs
New York
$16.1M +$2.25M +181,361 +14%
SCM
31
Sterling Capital Management
North Carolina
$16M +$18M +1,449,180 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$15.5M +$1.7M +136,960 +11%
American Century Companies
33
American Century Companies
Missouri
$14.1M +$1.14M +91,860 +8%
Ameriprise
34
Ameriprise
Minnesota
$12.4M +$1.32M +106,254 +10%
SCM
35
Sandler Capital Management
New York
$11.8M -$506K -40,797 -4%
RFC
36
Russell Frank Company
Washington
$11.8M -$5.19M -418,287 -28%
TCIM
37
TIAA CREF Investment Management
New York
$11.6M +$183K +14,773 +1%
Lazard Asset Management
38
Lazard Asset Management
New York
$11.1M -$282K -22,704 -2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$11.1M +$3.51M +283,100 +39%
CS
40
Credit Suisse
Switzerland
$11M +$3.34M +268,842 +37%
BIM
41
BlackRock Investment Management
Delaware
$10.7M +$1.21M +97,835 +11%
Invesco
42
Invesco
Georgia
$10.4M +$1.95M +156,785 +20%
Charles Schwab
43
Charles Schwab
California
$9.88M +$1.98M +159,783 +22%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$9.19M -$633K -51,051 -6%
DVM
45
Dreman Value Management
Florida
$9.14M +$1.15M +93,084 +13%
LCM
46
LVM Capital Management
Michigan
$7.32M +$143K +11,500 +2%
GXMC
47
Global X Management Company
New York
$7.27M -$752K -60,618 -8%
LSV Asset Management
48
LSV Asset Management
Illinois
$6.97M +$7.44M +599,500 +1,974%
Citadel Advisors
49
Citadel Advisors
Florida
$6.77M +$7.41M +597,660 +4,192%
DLG
50
Daniel L. Goodwin
$6.62M +$509K +41,000 +7%

MPT Hedge Fund Activity: Q3 2015 in Review

281 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2015, worth a combined $2.22B — up 0.07% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MPT positions and 31 closed out — a net gain of 4 holders — while 144 added to existing stakes and 59 trimmed.

The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $74M. The largest seller was AMP Capital Investors, cutting an estimated $58.1M.

  • 281 institutional investors held Medical Properties Trust (MPT) as of Q3 2015, up from 279 in Q2 2015.
  • Funds reported $2.22B of Medical Properties Trust stock for Q3 2015, up 0.07% quarter-over-quarter.
  • 35 funds opened new Medical Properties Trust positions in Q3 2015 and 31 closed out, a net change of +4 holders.
  • The largest Medical Properties Trust buyer in Q3 2015 was Lasalle Investment Management Securities, an estimated $74M added.
  • The largest Medical Properties Trust seller in Q3 2015 was AMP Capital Investors, an estimated $58.1M sold.

Based on aggregated 13F filings for Q3 2015.