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MPT

Medical Properties Trust

219 hedge funds and large institutions have $1.42B invested in Medical Properties Trust in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 57

36% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $1.82M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

1.01% more ownership

Funds ownership: 71.75%72.76% (+1%)

1% more funds holding

Funds holding: 217219 (+2)

8% less capital invested

Capital invested by funds: $1.54B → $1.42B (-$126M)

Holders
219
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
7.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
33
Increased
98
Reduced
57
Closed
27
Calls
$2.47M
Puts
$1.82M
Net Calls
+$650K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
TIAAOA
51
Teachers Insurance & Annuity Association of America
New York
$4.96M +$280K +20,950 +5%
Lazard Asset Management
52
Lazard Asset Management
New York
$4.94M +$213K +15,986 +4%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$4.93M -$72.1K -5,400 -1%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$4.82M +$1.69M +126,560 +47%
Charles Schwab
55
Charles Schwab
California
$4.75M -$315K -23,553 -6%
Prudential Financial
56
Prudential Financial
New Jersey
$4.74M +$732K +54,825 +16%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.71M +$1.38M +103,300 +36%
RA
58
RMR Advisors
Massachusetts
$4.23M +$307K +23,000 +7%
RFA
59
Reilly Financial Advisors
California
$3.98M +$152K +11,386 +4%
First Trust Advisors
60
First Trust Advisors
Illinois
$3.88M -$492K -36,845 -10%
PAM
61
Panagora Asset Management
Massachusetts
$3.83M
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$3.65M +$780K +58,411 +24%
MPM
63
Meritage Portfolio Management
Kansas
$3.6M +$3.95M +295,785 New
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.54M +$387K +28,951 +11%
KBC Group
65
KBC Group
Belgium
$3.48M +$1.53M +114,367 +67%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$3.43M +$79.4K +5,946 +2%
Comerica Bank
67
Comerica Bank
Texas
$3.36M +$76.6K +5,737 +2%
Legal & General Group
68
Legal & General Group
United Kingdom
$2.81M -$17K -1,274 -0.5%
BC
69
Barnett & Company
Tennessee
$2.57M +$377K +28,210 +15%
ProShare Advisors
70
ProShare Advisors
Maryland
$2.54M +$71.1K +5,323 +3%
UBS AM
71
UBS AM
Illinois
$2.47M -$31.4K -2,348 -1%
AQR Capital Management
72
AQR Capital Management
Connecticut
$2.34M -$103K -7,711 -4%
CAM
73
Cypress Asset Management
Texas
$2.26M -$67.4K -5,050 -3%
LPL Financial
74
LPL Financial
California
$2.2M +$396K +29,619 +21%
DCM
75
Driehaus Capital Management
Illinois
$2.16M +$2.37M +177,405 New

MPT Hedge Fund Activity: Q3 2013 in Review

219 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2013, worth a combined $1.42B — down 8.1% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MPT positions and 27 closed out — a net gain of 6 holders — while 98 added to existing stakes and 57 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.7M. The largest seller was Jennison Associates, exiting entirely with an estimated $17.8M sold.

  • 219 institutional investors held Medical Properties Trust (MPT) as of Q3 2013, up from 217 in Q2 2013.
  • Funds reported $1.42B of Medical Properties Trust stock for Q3 2013, down 8.1% quarter-over-quarter.
  • 33 funds opened new Medical Properties Trust positions in Q3 2013 and 27 closed out, a net change of +6 holders.
  • The largest Medical Properties Trust buyer in Q3 2013 was Vanguard Group, an estimated $18.7M added.
  • The largest Medical Properties Trust seller in Q3 2013 was Jennison Associates, an estimated $17.8M sold.

Based on aggregated 13F filings for Q3 2013.