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MPT

Medical Properties Trust

634 hedge funds and large institutions have $11.5B invested in Medical Properties Trust in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 258 increasing their positions, 160 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 40

61% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 160

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

18% more capital invested

Capital invested by funds: $9.74B → $11.5B (+$1.76B)

12% more funds holding

Funds holding: 564634 (+70)

0.7% less ownership

Funds ownership: 82.52%81.82% (-0.7%)

10% less call options, than puts

Call options by funds: $50.9M | Put options by funds: $56.3M

Holders
634
Holders Change
+70
Holders Change %
+12.41%
% of All Funds
9.76%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
119
Increased
258
Reduced
160
Closed
40
Calls
$50.9M
Puts
$56.3M
Net Calls
-$5.37M
Net Calls Change
-$7.12M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Cutler Group
California
$58K +$53.3K +2,488 New
CFD
527
Creative Financial Designs
Indiana
$57K -$51.2K -2,392 -50%
FHA
528
First Horizon Advisors
Tennessee
$57K -$1.39K -65 -3%
CBT
529
CoreFirst Bank & Trust
Kansas
$57K
RPCONE
530
Retirement Planning Company of New England
Rhode Island
$56K +$51.1K +2,385 New
C
531
Covestor
United Kingdom
$55K +$49.5K +2,313 New
AIC
532
Archer Investment Corporation
Indiana
$53.3K
AF
533
Allworth Financial
California
$51K +$17.8K +830 +63%
WPA
534
West Paces Advisors
Georgia
$47.3K +$42.8K +2,000 New
AIM
535
Arcadia Investment Management
Michigan
$47K
SGAM
536
Smith Group Asset Management
Texas
$47K
HNWAG
537
High Net Worth Advisory Group
Florida
$47K +$42.8K +2,000 New
NSIM
538
North Star Investment Management
Illinois
$46K
CT
539
Cambridge Trust
Massachusetts
$46K +$41.4K +1,935 New
CWC
540
Carolinas Wealth Consulting
North Carolina
$45K +$1.03K +48 +3%
PFGIA
541
Patriot Financial Group Insurance Agency
Massachusetts
$43K
EIP
542
Ellis Investment Partners
Pennsylvania
$42K +$535 +25 +1%
ED
543
Exane Derivatives
France
$41.3K +$31.6K +1,476 +543%
AIL
544
AGF Investments LLC
Ontario, Canada
$40K -$1.03K -48 -3%
IA
545
IndexIQ Advisors
New York
$38K -$4K -187 -10%
KFI
546
Key Financial Inc
Pennsylvania
$38K
LWA
547
Lenox Wealth Advisors
New York
$38K
FNBOSM
548
First National Bank of South Miami
Florida
$37K +$8.33K +389 +33%
STCOSD
549
Sageworth Trust Company of South Dakota
South Dakota
$36K +$32.3K +1,509 New
BFC
550
Bedel Financial Consulting
Indiana
$35K

MPT Hedge Fund Activity: Q4 2021 in Review

634 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2021, worth a combined $11.5B — up 18% from $9.74B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new MPT positions and 40 closed out — a net gain of 79 holders — while 258 added to existing stakes and 160 trimmed.

The largest buyer was State Street, adding an estimated $144M. The largest seller was Rockefeller Capital Management, cutting an estimated $97M.

  • 634 institutional investors held Medical Properties Trust (MPT) as of Q4 2021, up from 564 in Q3 2021.
  • Funds reported $11.5B of Medical Properties Trust stock for Q4 2021, up 18% quarter-over-quarter.
  • 119 funds opened new Medical Properties Trust positions in Q4 2021 and 40 closed out, a net change of +79 holders.
  • The largest Medical Properties Trust buyer in Q4 2021 was State Street, an estimated $144M added.
  • The largest Medical Properties Trust seller in Q4 2021 was Rockefeller Capital Management, an estimated $97M sold.

Based on aggregated 13F filings for Q4 2021.