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MPT

Medical Properties Trust

372 hedge funds and large institutions have $3.77B invested in Medical Properties Trust in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

3% more funds holding

Funds holding: 361372 (+11)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.65% less ownership

Funds ownership: 81.12%79.47% (-1.7%)

7% less capital invested

Capital invested by funds: $4.07B → $3.77B (-$302M)

43% less call options, than puts

Call options by funds: $2.43M | Put options by funds: $4.25M

Holders
372
Holders Change
+11
Holders Change %
+3.05%
% of All Funds
8.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
49
Increased
143
Reduced
127
Closed
35
Calls
$2.43M
Puts
$4.25M
Net Calls
-$1.82M
Net Calls Change
+$900K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$20.5M +$1.4M +109,673 +7%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$20.2M +$355K +27,700 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$20.1M +$2.58M +201,620 +15%
RJA
29
Raymond James & Associates
Florida
$19.4M -$1.51M -117,633 -7%
N
30
Nuveen
North Carolina
$16.9M +$1.13M +88,125 +7%
B
31
Barings
North Carolina
$15.6M -$651K -50,880 -4%
UBS AM
32
UBS AM
Illinois
$14.7M +$2.67M +208,818 +23%
PPA
33
Parametric Portfolio Associates
Washington
$13.7M +$1.89M +147,639 +16%
Ameriprise
34
Ameriprise
Minnesota
$13.6M -$4.05M -316,758 -23%
First Trust Advisors
35
First Trust Advisors
Illinois
$13.3M +$633K +49,429 +5%
TCIM
36
TIAA CREF Investment Management
New York
$13.3M -$411K -32,100 -3%
CS
37
Credit Suisse
Switzerland
$13M +$1.11M +86,743 +9%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$12.8M +$726K +56,700 +6%
American Century Companies
39
American Century Companies
Missouri
$12.5M -$125K -9,735 -1%
GXMC
40
Global X Management Company
New York
$12.3M +$2.87M +224,222 +31%
Axa
41
Axa
France
$11.7M +$76.8K +6,000 +0.7%
ACM
42
Advisors Capital Management
New Jersey
$11.5M +$220K +17,217 +2%
UBS Group
43
UBS Group
Switzerland
$11.4M +$574K +44,833 +5%
TCM
44
Tekla Capital Management
Massachusetts
$11.2M
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$10.7M +$56.5K +4,417 +0.5%
Citadel Advisors
46
Citadel Advisors
Florida
$10.6M +$9.35M +730,063 +861%
Goldman Sachs
47
Goldman Sachs
New York
$10.4M -$5.27M -411,907 -34%
WCP
48
Waterfront Capital Partners
New York
$10.4M -$3.24M -253,444 -24%
Two Sigma Investments
49
Two Sigma Investments
New York
$10.2M -$465K -36,354 -4%
LCM
50
LVM Capital Management
Michigan
$10.2M +$18.6K +1,450 +0.2%

MPT Hedge Fund Activity: Q1 2018 in Review

372 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2018, worth a combined $3.77B — down 7.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MPT positions and 35 closed out — a net gain of 14 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was Invesco, adding an estimated $13.7M. The largest seller was Bank of New York Mellon, cutting an estimated $51.6M.

  • 372 institutional investors held Medical Properties Trust (MPT) as of Q1 2018, up from 361 in Q4 2017.
  • Funds reported $3.77B of Medical Properties Trust stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 49 funds opened new Medical Properties Trust positions in Q1 2018 and 35 closed out, a net change of +14 holders.
  • The largest Medical Properties Trust buyer in Q1 2018 was Invesco, an estimated $13.7M added.
  • The largest Medical Properties Trust seller in Q1 2018 was Bank of New York Mellon, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2018.