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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
76
Dark Forest Capital Management
Puerto Rico
$2.89M +$2.88M +588,696 New
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$2.87M -$276K -56,342 -9%
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$2.81M +$2.74M +559,162 +3,990%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$2.65M
Aberdeen Group
80
Aberdeen Group
United Kingdom
$2.59M +$1.97M +401,920 +321%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$2.57M -$1.7M -347,483 -40%
TPSF
82
Texas Permanent School Fund
Texas
$2.54M +$45.1K +9,215 +2%
MGIM
83
M&G Investment Management
United Kingdom
$2.51M
Stifel Financial
84
Stifel Financial
Missouri
$2.51M -$522K -106,609 -17%
SAM
85
Storebrand Asset Management
Norway
$2.33M -$48.9K -9,992 -2%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$2.26M -$164K -33,463 -7%
Robeco Institutional Asset Management
87
Robeco Institutional Asset Management
Netherlands
$2.25M -$1.29M -262,838 -36%
GC
88
Guggenheim Capital
Illinois
$2.09M -$144K -29,436 -6%
SSA
89
Schonfeld Strategic Advisors
New York
$2.05M +$1.7M +346,654 +491%
AAA
90
Adams Asset Advisors
Texas
$1.93M +$334K +68,290 +21%
Group One Trading
91
Group One Trading
Illinois
$1.92M +$1.91M +390,546 New
Prudential Financial
92
Prudential Financial
New Jersey
$1.9M -$1.45M -295,310 -43%
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$1.86M +$92.6K +18,916 +5%
AB
94
Amalgamated Bank
New York
$1.85M +$16.3K +3,322 +0.9%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$1.82M +$154K +31,517 +9%
MOACM
96
Mutual of America Capital Management
New York
$1.82M -$92.3K -18,842 -5%
LSPW
97
Lake Street Private Wealth
Illinois
$1.81M +$24.2K +4,950 +1%
KAS
98
Kestra Advisory Services
Texas
$1.81M +$16.3K +3,337 New
WAM
99
Wolverine Asset Management
Illinois
$1.79M +$826K +168,703 +86%
Allianz Asset Management
100
Allianz Asset Management
Germany
$1.78M +$49K +10,000 +3%

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.