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MPT

Medical Properties Trust
MPT

639 hedge funds and large institutions have $5.55B invested in Medical Properties Trust in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 255 increasing their positions, 176 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 82

45% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 176

7% more funds holding

Funds holding: 600 → 639 (+39)

0.83% more ownership

Funds ownership: 80.98% → 81.81% (+0.83%)

3% less capital invested

Capital invested by funds: $5.75B → $5.55B (-$195M)

74% less call options, than puts

Call options by funds: $122M | Put options by funds: $460M

Holders
639
Holders Change
+39
Holders Change %
+6.5%
% of All Funds
10.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
132
Increased
255
Reduced
176
Closed
82
Calls
$122M
Puts
$460M
Net Calls
-$339M
Net Calls Change
-$19.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$55.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$41.5M
3
Prudential Financial
Prudential Financial
New Jersey
+$34.8M
4
Man Group
Man Group
United Kingdom
+$34.1M
5
BlackRock
BlackRock
New York
+$33.5M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
2
Goldman Sachs
Goldman Sachs
New York
-$63.9M
3
Marshall Wace
Marshall Wace
United Kingdom
-$35.8M
4
Ameriprise
Ameriprise
Minnesota
-$24.9M
5
CSS
Cubist Systematic Strategies
Connecticut
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
601
Farmers & Merchants Investments Inc
Nebraska
$3.08K – – –
FRA
602
Front Row Advisors
California
$3K +$2.91K +250 New
SIC
603
Salem Investment Counselors
North Carolina
$2.98K +$70 +6 +2%
SCA
604
Stonebridge Capital Advisors
Minnesota
$2.96K +$81 +7 +3%
BAAM
605
Baker Avenue Asset Management
California
$2.54K +$2.65K +228 New
FP
606
Financial Perspectives
Minnesota
$2.23K – – –
HPC
607
HM Payson & Co
Maine
$2.23K – – –
IRC
608
Investors Research Corp
Georgia
$2.23K – – –
PP
609
PFS Partners
New Jersey
$2.23K +$2.33K +200 New
MYAM
610
Meiji Yasuda Asset Management
Japan
$2.02K -$35.9K -3,086 -2%
WAS
611
Winch Advisory Services
Wisconsin
$2K +$58 +5 +2%
RFG
612
RFP Financial Group
Georgia
$1.94K +$2.02K +174 New
CWP
613
Concord Wealth Partners
Virginia
$1.93K +$2.01K +173 New
TFA
614
Toth Financial Advisory
Virginia
$1.67K – – –
AWM
615
Accurate Wealth Management
Florida
$1.62K +$1.51K +130 New
PWMG
616
Prestige Wealth Management Group
New Jersey
$1.61K +$1.64K +141 New
National Pension Service
617
National Pension Service
South Korea
$1.44K – – –
TWA
618
TCI Wealth Advisors
Arizona
$1.28K -$11.4K -977 -89%
MS
619
Madden Securities
Texas
$1.11K +$1.16K +100 New
AF
620
Advisornet Financial
Minnesota
$1K -$4.59K -395 -81%
TAIM
621
TD Ameritrade Investment Management
Nebraska
$1K -$1.97K -169 -63%
AA
622
AlphaMark Advisors
Kentucky
$1K – – –
HGERS
623
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
BWL
624
Bogart Wealth LLC
Virginia
$969 – – –
VCM
625
Versant Capital Management
Arizona
$947 +$872 +75 +750%
23 24
25
26 27

MPT Hedge Fund Activity: Q4 2022 in Review

639 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2022, worth a combined $5.55B — down 3.4% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MPT positions and 82 closed out — a net gain of 50 holders — while 255 added to existing stakes and 176 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.8M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 639 institutional investors held Medical Properties Trust (MPT) as of Q4 2022, up from 600 in Q3 2022.
  • Funds reported $5.55B of Medical Properties Trust stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 132 funds opened new Medical Properties Trust positions in Q4 2022 and 82 closed out, a net change of +50 holders.
  • The largest Medical Properties Trust buyer in Q4 2022 was JP Morgan Chase, an estimated $55.8M added.
  • The largest Medical Properties Trust seller in Q4 2022 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2022.