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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
GGPS
201
Gary Goldberg Planning Services
New York
$17K
CFS
202
Community Financial System
New York
$12K
DSC
203
Duncker Streett & Co
Missouri
$12K
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$12K
M
205
MOTCO
Texas
$12K
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$7K
TWI
207
Thomas White International
Illinois
$6K
FHA
208
First Horizon Advisors
Tennessee
$6K +$6.68K +500 New
FWM
209
Focused Wealth Management
New York
$5K +$5.34K +400 New
FNBT
210
FineMark National Bank & Trust
Florida
$4K
PTC
211
Private Trust Company
Ohio
$4K +$855 +64 +27%
RNS
212
Robert N. Shapiro
$3K
Envestnet Asset Management
213
Envestnet Asset Management
Illinois
$2K -$1.18K -88 -36%
WA
214
WealthTrust-Arizona
Arizona
$2K
NES
215
New England Securities
New York
$2K +$1.67K +125 New
FTUS
216
Flow Traders U.S.
New York
$2K +$1.82K +136 New
PFS
217
Penseco Financial Services
Pennsylvania
$2K +$2.51K +188 New
Manulife (Manufacturers Life Insurance)
218
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.31K -$36.9K -2,761 -2%
PC
219
Polar Capital
United Kingdom
$1.22K
Jennison Associates
220
Jennison Associates
New York
-$17.8M -1,242,288 Closed
Renaissance Technologies
221
Renaissance Technologies
New York
-$10.8M -752,300 Closed
PFC
222
Phocas Financial Corp
California
-$4.58M -320,077 Closed
O
223
OppenheimerFunds
New York
-$4.51M -315,270 Closed
CCMH
224
Cornerstone Capital Management Holdings
New York
-$1.65M -115,133 Closed
Arrowstreet Capital
225
Arrowstreet Capital
Massachusetts
-$1.09M -76,018 Closed

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.