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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
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$457K -$35.1K -7,173 -7%
EI
202
Ethic Inc
New York
$454K +$276K +56,440 +156%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$442K +$195K +39,856 +79%
CB
204
Commerce Bank
Missouri
$435K -$2.38M -486,144 -85%
NYLIM
205
New York Life Investment Management
New York
$434K +$376K +76,869 +668%
BPCE
206
Bank Pictet & Cie (Europe)
Germany
$414K -$3.75K -765 -0.9%
VOYA Investment Management
207
VOYA Investment Management
Georgia
$412K +$25.5K +5,212 +7%
CCIA
208
Campbell & Co Investment Adviser
Maryland
$411K +$249K +50,856 +155%
BAM
209
Belpointe Asset Management
Nevada
$400K +$69.9K +14,278 +21%
OC
210
Oppenheimer & Co
New York
$398K -$281K -57,287 -41%
YIH
211
Y-Intercept (HK)
Hong Kong
$391K -$435K -88,824 -53%
DAS
212
Dynamic Advisor Solutions
Arizona
$390K -$35.1K -7,169 -6%
EGM
213
Engineers Gate Manager
New York
$389K +$387K +79,132 New
II
214
Inspire Investing
Idaho
$383K +$69.2K +14,136 +22%
APG
215
Abacus Planning Group
South Carolina
$377K +$376K +76,843 New
SWP
216
Stratos Wealth Partners
Ohio
$376K -$46.2K -9,433 -11%
AI
217
AXS Investments
New York
$376K -$47.4K -9,689 -11%
QCM
218
QRG Capital Management
Illinois
$367K +$67.6K +13,813 +23%
MFG
219
Merit Financial Group
Georgia
$355K -$201K -41,099 -36%
X
220
Xponance
Pennsylvania
$355K -$9.42K -1,923 -3%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$350K -$6.3K -1,286 -2%
AWM
222
AE Wealth Management
Kansas
$347K -$1.09M -223,232 -68%
TSS
223
Two Sigma Securities
New York
$341K +$340K +69,372 New
QCM
224
Quantinno Capital Management
New York
$336K +$202K +41,183 +151%
AAS
225
Ameritas Advisory Services
Nebraska
$335K -$389K -79,495 -53%

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.