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MPT

Medical Properties Trust

500 hedge funds and large institutions have $1.66B invested in Medical Properties Trust in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

2% less funds holding

Funds holding: 510500 (-10)

7.11% less ownership

Funds ownership: 71.12%64.01% (-7.1%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 193

17% less capital invested

Capital invested by funds: $2B → $1.66B (-$343M)

37% less call options, than puts

Call options by funds: $122M | Put options by funds: $193M

Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
162
Reduced
193
Closed
76
Calls
$122M
Puts
$193M
Net Calls
-$70.6M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$6.63M +$4.34M +905,235 +143%
Canada Life
27
Canada Life
Manitoba, Canada
$6.44M +$491K +102,500 +7%
Citadel Advisors
28
Citadel Advisors
Florida
$6.3M +$1.35M +282,609 +24%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$6.17M +$6.86M +1,431,141 New
JP Morgan Chase
30
JP Morgan Chase
New York
$6.04M +$39.3K +8,201 +0.6%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.69M +$446K +93,021 +8%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$5.63M -$110K -22,951 -2%
Millennium Management
33
Millennium Management
New York
$5.28M +$5.16M +1,077,260 +731%
UBS Group
34
UBS Group
Switzerland
$5.12M -$2.36M -493,299 -29%
Swiss National Bank
35
Swiss National Bank
Switzerland
$5.08M
AAM
36
Advisors Asset Management
Colorado
$5.06M +$1.53M +320,161 +37%
N
37
Nuveen
North Carolina
$5.05M -$373K -77,890 -6%
Bank of America
38
Bank of America
North Carolina
$4.98M -$41.2K -8,599 -0.7%
Citigroup
39
Citigroup
New York
$4.73M +$1.55M +322,966 +42%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$4.66M -$276K -57,570 -5%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.64M -$29.7K -6,207 -0.6%
AQR Capital Management
42
AQR Capital Management
Connecticut
$4.51M -$8.23M -1,718,040 -62%
LPL Financial
43
LPL Financial
California
$4.48M -$251K -52,393 -5%
GAM
44
Goldentree Asset Management
New York
$4.29M -$11.5M -2,401,217 -71%
Asset Management One
45
Asset Management One
Japan
$3.78M -$62.8K -13,102 -1%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$3.42M +$687K +143,309 +22%
HF
47
HRT Financial
New York
$3.39M +$3.77M +786,204 New
UBS AM
48
UBS AM
Illinois
$3.35M -$13.2M -2,763,067 -78%
Nomura Asset Management
49
Nomura Asset Management
Japan
$3.29M +$205K +42,800 +6%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$2.9M -$15.5M -3,228,520 -83%

MPT Hedge Fund Activity: Q2 2024 in Review

500 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2024, worth a combined $1.66B — down 17% from $2B a quarter earlier.

Fund positioning in MPT was balanced in Q2 2024: 76 funds opened new positions, 76 closed out, 162 added to existing stakes and 193 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $46.8M sold.

  • 500 institutional investors held Medical Properties Trust (MPT) as of Q2 2024, down from 510 in Q1 2024.
  • Funds reported $1.66B of Medical Properties Trust stock for Q2 2024, down 17% quarter-over-quarter.
  • 76 funds opened new Medical Properties Trust positions in Q2 2024 and 76 closed out, a net change of 0 holders.
  • The largest Medical Properties Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Medical Properties Trust seller in Q2 2024 was Centersquare Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2024.