We are live on ! Find out more
MPT

Medical Properties Trust
MPT

564 hedge funds and large institutions have $9.74B invested in Medical Properties Trust in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 242 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

44% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 168

28% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 50

1.55% more ownership

Funds ownership: 80.96% → 82.52% (+1.6%)

1% more funds holding

Funds holding: 557 → 564 (+7)

4% more call options, than puts

Call options by funds: $48M | Put options by funds: $46.2M

2% more capital invested

Capital invested by funds: $9.55B → $9.74B (+$193M)

Holders
564
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
64
Increased
242
Reduced
168
Closed
50
Calls
$48M
Puts
$46.2M
Net Calls
+$1.75M
Net Calls Change
+$12.4M

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$332M
2
CIM
Centersquare Investment Management
Pennsylvania
+$63.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$45.8M
4
LSV Asset Management
LSV Asset Management
Illinois
+$44.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$31.4M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$311M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$74.4M
3
Prudential Financial
Prudential Financial
New Jersey
-$44.1M
4
N
Nuveen
North Carolina
-$41.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Shell Asset Management
Netherlands
– -$34K -1,667 Closed
CG
602
Cutler Group
California
– -$21.5K -1,050 Closed
DSC
603
Duncker Streett & Co
Missouri
– -$20K -1,000 Closed
EBSAM
604
Eubel Brady & Suttman Asset Management
Ohio
– -$21K -1,000 Closed
SB
605
Strategic Blueprint
Georgia
– -$19K -953 Closed
EFSCE
606
Enterprise Financial Services Corp (EFSC)
Missouri
– -$13K -650 Closed
BWL
607
Bogart Wealth LLC
Virginia
– -$11K -536 Closed
FFA
608
Freedman Financial Associates
Massachusetts
– -$6K -300 Closed
PWP
609
Personal Wealth Partners
Minnesota
– -$5K -250 Closed
WPA
610
West Paces Advisors
Georgia
– -$3.16K -157 Closed
CFO
611
CVA Family Office
Colorado
– -$1K -55 Closed
MWM
612
Mascoma Wealth Management
New Hampshire
– +$82 +4 New
VCM
613
Versant Capital Management
Arizona
– +$287 +14 +140%
21 22 23 24
25

MPT Hedge Fund Activity: Q3 2021 in Review

564 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2021, worth a combined $9.74B — up 2% from $9.55B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MPT positions and 50 closed out — a net gain of 14 holders — while 242 added to existing stakes and 168 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $332M. The largest seller was Cohen & Steers, cutting an estimated $311M.

  • 564 institutional investors held Medical Properties Trust (MPT) as of Q3 2021, up from 557 in Q2 2021.
  • Funds reported $9.74B of Medical Properties Trust stock for Q3 2021, up 2% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q3 2021 and 50 closed out, a net change of +14 holders.
  • The largest Medical Properties Trust buyer in Q3 2021 was Principal Financial Group, an estimated $332M added.
  • The largest Medical Properties Trust seller in Q3 2021 was Cohen & Steers, an estimated $311M sold.

Based on aggregated 13F filings for Q3 2021.