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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$11.2M -$8.23M -1,680,250 -43%
Principal Financial Group
27
Principal Financial Group
Iowa
$10.8M -$39.7K -8,102 -0.4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$10.7M +$8.63M +1,762,020 +430%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$10.6M +$8.82M +1,801,858 +517%
AQR Capital Management
30
AQR Capital Management
Connecticut
$10M -$1.07M -218,410 -10%
Barclays
31
Barclays
United Kingdom
$9.75M +$3.6M +735,204 +59%
Citigroup
32
Citigroup
New York
$9.12M +$7M +1,430,054 +334%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$8.9M -$215K -43,947 -2%
WAM
34
Wilsey Asset Management
California
$8.85M +$555K +113,330 +7%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.64M -$330K -67,429 -4%
HRES
36
Heitman Real Estate Securities
Illinois
$7.64M -$9.17M -1,872,604 -55%
Ameriprise
37
Ameriprise
Minnesota
$7.35M +$1.35M +274,719 +23%
UBS Group
38
UBS Group
Switzerland
$6.86M +$3.84M +783,653 +128%
Franklin Resources
39
Franklin Resources
California
$6.72M -$434K -88,580 -6%
Jane Street
40
Jane Street
New York
$6.57M +$1.04M +211,677 +19%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$6.14M -$4.16M -849,035 -41%
N
42
Nuveen
North Carolina
$5.81M -$11.9M -2,438,548 -67%
Swiss National Bank
43
Swiss National Bank
Switzerland
$5.79M -$665K -135,800 -10%
Canada Life
44
Canada Life
Manitoba, Canada
$5.7M +$398K +81,206 +8%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$5.58M -$165K -33,782 -3%
LPL Financial
46
LPL Financial
California
$5.45M -$763K -155,894 -12%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.44M +$41.1K +8,385 +0.8%
AllianceBernstein
48
AllianceBernstein
Tennessee
$5.24M -$6.61M -1,350,868 -56%
WMSA
49
Weiss Multi-Strategy Advisers
New York
$5.13M -$2.72M -554,506 -35%
Capital Fund Management (CFM)
50
Capital Fund Management (CFM)
France
$4.93M +$3.25M +662,855 +195%

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.