Medical Properties Trust
600 hedge funds and large institutions have $5.75B invested in Medical Properties Trust in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 231 increasing their positions, 207 reducing their positions, and 79 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 207
0.65% more ownership
Funds ownership: 80.33% → 80.98% (+0.65%)
0% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 79
1% less funds holding
Funds holding: 605 → 600 (-5)
22% less capital invested
Capital invested by funds: $7.36B → $5.75B (-$1.61B)
79% less call options, than puts
Call options by funds: $82.6M | Put options by funds: $402M
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$83.6M |
| 2 |
Goldman Sachs
New York
|
+$51M |
| 3 |
Bank of New York Mellon
New York
|
+$50.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$49M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$44.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$243M |
| 2 |
BlackRock
New York
|
-$49.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$48.6M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$39.3M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$28.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
676
Lazard Asset Management
New York
| – | +$470 | +31 | +103% |
|
MPT Hedge Fund Activity: Q3 2022 in Review
600 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2022, worth a combined $5.75B — down 22% from $7.36B a quarter earlier.
Fund positioning in MPT was balanced in Q3 2022: 79 funds opened new positions, 79 closed out, 231 added to existing stakes and 207 trimmed.
The largest buyer was Marshall Wace, adding an estimated $83.6M. The largest seller was Wellington Management Group, cutting an estimated $243M.
- 600 institutional investors held Medical Properties Trust (MPT) as of Q3 2022, down from 605 in Q2 2022.
- Funds reported $5.75B of Medical Properties Trust stock for Q3 2022, down 22% quarter-over-quarter.
- 79 funds opened new Medical Properties Trust positions in Q3 2022 and 79 closed out, a net change of 0 holders.
- The largest Medical Properties Trust buyer in Q3 2022 was Marshall Wace, an estimated $83.6M added.
- The largest Medical Properties Trust seller in Q3 2022 was Wellington Management Group, an estimated $243M sold.
Based on aggregated 13F filings for Q3 2022.