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MPT

Medical Properties Trust

454 hedge funds and large institutions have $7.38B invested in Medical Properties Trust in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $12.4M

80% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 118

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

31% more capital invested

Capital invested by funds: $5.63B → $7.38B (+$1.75B)

5% more funds holding

Funds holding: 433454 (+21)

2.71% more ownership

Funds ownership: 81.8%84.51% (+2.7%)

Holders
454
Holders Change
+21
Holders Change %
+4.85%
% of All Funds
9.95%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
59
Increased
212
Reduced
118
Closed
37
Calls
$36.9M
Puts
$12.4M
Net Calls
+$24.5M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$53.9M +$8.53M +464,236 +20%
JP Morgan Chase
27
JP Morgan Chase
New York
$46.1M -$21M -1,145,140 -33%
Wells Fargo
28
Wells Fargo
California
$45M +$4.32M +235,186 +11%
Morgan Stanley
29
Morgan Stanley
New York
$41.9M +$3.89M +212,033 +11%
Ameriprise
30
Ameriprise
Minnesota
$40M +$1.76M +95,746 +5%
WG
31
Winton Group
United Kingdom
$38.9M +$9.53M +518,652 +35%
PPA
32
Parametric Portfolio Associates
Washington
$34.6M +$212K +11,544 +0.7%
Mitsubishi UFJ Trust & Banking
33
Mitsubishi UFJ Trust & Banking
Japan
$34.2M +$32.1M +1,746,493 New
UBS AM
34
UBS AM
Illinois
$32.1M +$5.85M +318,564 +24%
First Trust Advisors
35
First Trust Advisors
Illinois
$31.1M +$9.25M +503,716 +46%
RJA
36
Raymond James & Associates
Florida
$31.1M +$4.49M +244,251 +18%
AG
37
Aperio Group
California
$30.1M -$4.92M -268,102 -15%
Goldman Sachs
38
Goldman Sachs
New York
$29.8M -$5.92M -322,015 -17%
NIPH
39
NN Investment Partners Holdings
Netherlands
$27.6M -$233K -12,697 -0.9%
SCM
40
Sterling Capital Management
North Carolina
$27.1M -$1.83M -99,637 -7%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$26.9M -$3.21M -174,701 -11%
PWAG
42
Polaris Wealth Advisory Group
California
$25.9M +$905K +49,240 +4%
Skandinaviska Enskilda Banken (SEB)
43
Skandinaviska Enskilda Banken (SEB)
Sweden
$24.7M +$9.17M +499,300 +66%
CC
44
Carlson Capital
Texas
$23.9M +$22.5M +1,224,400 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$23.7M -$2.94M -159,853 -12%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$23.1M +$2.12M +115,353 +11%
B
47
Barings
North Carolina
$23M -$3.99M -217,350 -16%
UBS Group
48
UBS Group
Switzerland
$21.9M +$7.18M +390,652 +54%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$20.7M +$5.21M +283,617 +37%
SEI Investments
50
SEI Investments
Pennsylvania
$20.6M +$13.5M +734,722 +230%

MPT Hedge Fund Activity: Q3 2019 in Review

454 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2019, worth a combined $7.38B — up 31% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MPT positions and 37 closed out — a net gain of 22 holders — while 212 added to existing stakes and 118 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $430M. The largest seller was Massachusetts Financial Services, cutting an estimated $163M.

  • 454 institutional investors held Medical Properties Trust (MPT) as of Q3 2019, up from 433 in Q2 2019.
  • Funds reported $7.38B of Medical Properties Trust stock for Q3 2019, up 31% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q3 2019 and 37 closed out, a net change of +22 holders.
  • The largest Medical Properties Trust buyer in Q3 2019 was Cohen & Steers, an estimated $430M added.
  • The largest Medical Properties Trust seller in Q3 2019 was Massachusetts Financial Services, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2019.