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MPT

Medical Properties Trust
MPT

511 hedge funds and large institutions have $9.28B invested in Medical Properties Trust in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 218 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 33

86% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 117

58% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $11.7M

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

26% more capital invested

Capital invested by funds: $7.38B → $9.28B (+$1.9B)

13% more funds holding

Funds holding: 454 → 511 (+57)

0.38% more ownership

Funds ownership: 84.51% → 84.89% (+0.38%)

Holders
511
Holders Change
+57
Holders Change %
+12.56%
% of All Funds
10.07%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.2%
New
103
Increased
218
Reduced
117
Closed
33
Calls
$18.4M
Puts
$11.7M
Net Calls
+$6.75M
Net Calls Change
-$17.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$253M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$215M
3
Cohen & Steers
Cohen & Steers
New York
+$168M
4
Invesco
Invesco
Georgia
+$133M
5
Ameriprise
Ameriprise
Minnesota
+$93.2M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$104M
2
WG
Winton Group
United Kingdom
-$38.9M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$38.5M
4
PAM
Panagora Asset Management
Massachusetts
-$34.1M
5
CC
Carlson Capital
Texas
-$23.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
76
Guggenheim Capital
Illinois
$13.5M -$4.34M -214,134 -25%
Allianz Asset Management
77
Allianz Asset Management
Germany
$13.2M -$4.54M -224,380 -26%
Canada Life
78
Canada Life
Manitoba, Canada
$13.1M +$5.75M +284,055 +83%
Ensign Peak Advisors
79
Ensign Peak Advisors
Utah
$12.5M +$12M +591,838 New
Millennium Management
80
Millennium Management
New York
$11.3M +$10.9M +536,840 New
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$11.2M -$2.07M -102,351 -16%
Janus Henderson Group
82
Janus Henderson Group
United Kingdom
$11.1M -$3.54M -174,621 -25%
AFA
83
American Financial Advisors
Georgia
$10.8M +$635K +31,385 +6%
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
$10.5M -$461K -22,785 -4%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$10.5M +$1.6M +79,104 +19%
GIA
86
Gateway Investment Advisers
Ohio
$9.85M +$722K +35,672 +8%
LPL Financial
87
LPL Financial
California
$9.49M +$1.04M +51,607 +13%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$8.99M +$3.62M +178,582 +72%
OA
89
Oxbow Advisors
Texas
$8.94M +$31.4K +1,551 +0.4%
Nomura Asset Management
90
Nomura Asset Management
Japan
$8.87M +$2.57M +126,940 +43%
RA
91
RMR Advisors
Massachusetts
$8.73M – – –
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$8.73M -$545K -26,900 -6%
SDIC
93
South Dakota Investment Council
South Dakota
$8.38M -$134K -6,620 -2%
TCM
94
Tekla Capital Management
Massachusetts
$7.9M +$3.79M +187,226 +100%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$7.63M +$1.79M +88,383 +32%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$7.59M +$258K +12,730 +4%
RP
97
Reinhart Partners
Wisconsin
$7.5M +$3.26M +160,837 +83%
TPSF
98
Texas Permanent School Fund
Texas
$7.47M +$1.02M +50,169 +17%
RC
99
Randolph Company
Ohio
$7.45M – – –
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$7.33M +$4.69M +231,587 +200%
2 3
4
5 6

MPT Hedge Fund Activity: Q4 2019 in Review

511 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2019, worth a combined $9.28B — up 26% from $7.38B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new MPT positions and 33 closed out — a net gain of 70 holders — while 218 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was LSV Asset Management, cutting an estimated $104M.

  • 511 institutional investors held Medical Properties Trust (MPT) as of Q4 2019, up from 454 in Q3 2019.
  • Funds reported $9.28B of Medical Properties Trust stock for Q4 2019, up 26% quarter-over-quarter.
  • 103 funds opened new Medical Properties Trust positions in Q4 2019 and 33 closed out, a net change of +70 holders.
  • The largest Medical Properties Trust buyer in Q4 2019 was BlackRock, an estimated $253M added.
  • The largest Medical Properties Trust seller in Q4 2019 was LSV Asset Management, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2019.