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MPT

Medical Properties Trust
MPT

629 hedge funds and large institutions have $3.77B invested in Medical Properties Trust in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 255 increasing their positions, 202 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 202

6% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 82

2% less funds holding

Funds holding: 639 → 629 (-10)

6.24% less ownership

Funds ownership: 81.81% → 75.57% (-6.2%)

32% less capital invested

Capital invested by funds: $5.55B → $3.77B (-$1.79B)

63% less call options, than puts

Call options by funds: $133M | Put options by funds: $362M

Holders
629
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
10.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
87
Increased
255
Reduced
202
Closed
82
Calls
$133M
Puts
$362M
Net Calls
-$229M
Net Calls Change
+$110M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
2
BCA
Boundary Creek Advisors
New York
+$23.1M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$17.5M
4
Norges Bank
Norges Bank
Norway
+$15.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$135M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$58.8M
3
SP
Sarasin & Partners
United Kingdom
-$51.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.6M
5
Millennium Management
Millennium Management
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
626
Ten Capital Wealth Advisors
Washington
$271 +$364 +33 New
Kayne Anderson Rudnick Investment Management
627
Kayne Anderson Rudnick Investment Management
California
$189 +$254 +23 New
GEA
628
Glen Eagle Advisors
New Jersey
$164 +$221 +20 New
LFG
629
Larson Financial Group
Missouri
$49 – – –
HCM
630
Hollencrest Capital Management
California
$17 – – –
HCP
631
Hexagon Capital Partners
Arkansas
$4 -$15.5K -1,400 Closed
Millennium Management
632
Millennium Management
New York
– -$41.5M -3,758,947 Closed
GCC
633
Guardian Capital (Canada)
Ontario, Canada
– -$17.3M -1,549,619 Closed
ZP
634
Zimmer Partners
New York
– -$7.8M -700,000 Closed
WCP
635
Waterfront Capital Partners
New York
– -$7.41M -664,893 Closed
GIA
636
Gateway Investment Advisers
Ohio
– -$5.34M -479,286 Closed
ECM
637
Evergreen Capital Management
Washington
– -$5.35M -468,451 Closed
OCBCO
638
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$4.46M -400,370 Closed
Adage Capital Partners
639
Adage Capital Partners
Massachusetts
– -$4.46M -400,000 Closed
AAF
640
Andra AP-fonden
Sweden
– -$3.31M -297,400 Closed
SRSA
641
S.R. Schill & Associates
Washington
– -$3.14M -281,680 Closed
TA
642
Tectonic Advisors
Texas
– -$2.07M -185,847 Closed
BV
643
Boxwood Ventures
Illinois
– -$1.76M -154,354 Closed
Pacer Advisors
644
Pacer Advisors
Pennsylvania
– -$1.58M -141,766 Closed
Fidelity International
645
Fidelity International
Bermuda
– -$1.33M -119,633 Closed
HF
646
HRT Financial
New York
– -$1.32M -118,778 Closed
GP
647
Girard Partners
Pennsylvania
– -$722K -64,817 Closed
VHAM
648
Van Hulzen Asset Management
California
– -$654K -58,665 Closed
LWM
649
LJI Wealth Management
Indiana
– -$643K -57,717 Closed
APG
650
Abacus Planning Group
South Carolina
– -$630K -56,528 Closed
24 25
26
27 28

MPT Hedge Fund Activity: Q1 2023 in Review

629 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2023, worth a combined $3.77B — down 32% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MPT positions and 82 closed out — a net gain of 5 holders — while 255 added to existing stakes and 202 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31.9M. The largest seller was Principal Financial Group, cutting an estimated $135M.

  • 629 institutional investors held Medical Properties Trust (MPT) as of Q1 2023, down from 639 in Q4 2022.
  • Funds reported $3.77B of Medical Properties Trust stock for Q1 2023, down 32% quarter-over-quarter.
  • 87 funds opened new Medical Properties Trust positions in Q1 2023 and 82 closed out, a net change of +5 holders.
  • The largest Medical Properties Trust buyer in Q1 2023 was Citadel Advisors, an estimated $31.9M added.
  • The largest Medical Properties Trust seller in Q1 2023 was Principal Financial Group, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2023.