We are live on ! Find out more
MPT

Medical Properties Trust
MPT

511 hedge funds and large institutions have $9.28B invested in Medical Properties Trust in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 33

86% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 117

58% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $11.7M

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

26% more capital invested

Capital invested by funds: $7.38B → $9.28B (+$1.9B)

13% more funds holding

Funds holding: 454 → 511 (+57)

0.38% more ownership

Funds ownership: 84.51% → 84.89% (+0.38%)

Holders
511
Holders Change
+57
Holders Change %
+12.56%
% of All Funds
10.07%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.2%
New
103
Increased
218
Reduced
117
Closed
33
Calls
$18.4M
Puts
$11.7M
Net Calls
+$6.75M
Net Calls Change
-$17.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$253M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$215M
3
Cohen & Steers
Cohen & Steers
New York
+$168M
4
Invesco
Invesco
Georgia
+$133M
5
Ameriprise
Ameriprise
Minnesota
+$93.2M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$104M
2
WG
Winton Group
United Kingdom
-$38.9M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$38.5M
4
PAM
Panagora Asset Management
Massachusetts
-$34.1M
5
CC
Carlson Capital
Texas
-$23.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
501
Tower Research Capital (TRC)
New York
$1K -$50.5K -2,494 -99%
TWA
502
TCI Wealth Advisors
Arizona
$1K -$5.37K -265 -83%
BAM
503
Barrett Asset Management
New York
$1K – – –
GWS
504
Glassman Wealth Services
Virginia
$1K – – –
PFBT
505
Parkside Financial Bank & Trust
Missouri
$1K – – –
RG
506
Retirement Group
California
$1K +$871 +43 New
Rockefeller Capital Management
507
Rockefeller Capital Management
New York
$1K +$1.03K +51 New
ECM
508
EII Capital Management
New York
$997 – – –
WG
509
Winton Group
United Kingdom
– -$38.9M -1,991,192 Closed
CC
510
Carlson Capital
Texas
– -$23.9M -1,224,400 Closed
MSL
511
Mackay Shields LLC
New York
– -$12.1M -618,508 Closed
PI
512
Putnam Investments
Massachusetts
– -$10.6M -539,456 Closed
VI
513
Versor Investments
New York
– -$6.24M -318,780 Closed
AIMCA
514
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$5.73M -293,000 Closed
Squarepoint
515
Squarepoint
New York
– -$4.83M -247,086 Closed
HCM
516
HGI Capital Management
New York
– -$2.83M -144,449 Closed
Parallax Volatility Advisers
517
Parallax Volatility Advisers
California
– -$2.42M -123,708 Closed
MPAM
518
Monarch Partners Asset Management
Massachusetts
– -$2.19M -111,975 Closed
QC
519
Quadrature Capital
United Kingdom
– -$2.08M -106,456 Closed
BFM
520
Boothbay Fund Management
New York
– -$1.12M -57,138 Closed
Man Group
521
Man Group
United Kingdom
– -$935K -47,800 Closed
PP
522
Prudential plc
United Kingdom
– -$805K -41,160 Closed
SFM
523
Systematic Financial Management
New Jersey
– -$594K -30,345 Closed
CANY
524
Caxton Associates (New York)
New York
– -$450K -23,008 Closed
SLF
525
Sun Life Financial
Ontario, Canada
– -$413K -21,123 Closed
18 19 20
21
22

MPT Hedge Fund Activity: Q4 2019 in Review

511 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2019, worth a combined $9.28B — up 26% from $7.38B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MPT positions and 33 closed out — a net gain of 70 holders — while 218 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was LSV Asset Management, cutting an estimated $104M.

  • 511 institutional investors held Medical Properties Trust (MPT) as of Q4 2019, up from 454 in Q3 2019.
  • Funds reported $9.28B of Medical Properties Trust stock for Q4 2019, up 26% quarter-over-quarter.
  • 103 funds opened new Medical Properties Trust positions in Q4 2019 and 33 closed out, a net change of +70 holders.
  • The largest Medical Properties Trust buyer in Q4 2019 was BlackRock, an estimated $253M added.
  • The largest Medical Properties Trust seller in Q4 2019 was LSV Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2019.