Medical Properties Trust
293 hedge funds and large institutions have $2.18B invested in Medical Properties Trust in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 112 increasing their positions, 88 reducing their positions, and 23 closing their positions.
70% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 23
27% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 88
4% more funds holding
Funds holding: 281 → 293 (+12)
1% more capital invested
Capital invested by funds: $2.15B → $2.18B (+$22M)
3.77% less ownership
Funds ownership: 83.18% → 79.41% (-3.8%)
19% less call options, than puts
Call options by funds: $1.88M | Put options by funds: $2.31M
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.6M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.1M |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$4.42M |
| 5 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$42.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$32.6M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$31.6M |
| 4 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
-$16.7M |
| 5 |
SCM
Sandler Capital Management
New York
|
-$10.5M |
MPT Hedge Fund Activity: Q4 2015 in Review
293 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2015, worth a combined $2.18B — up 1% from $2.15B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new MPT positions and 23 closed out — a net gain of 16 holders — while 112 added to existing stakes and 88 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $55.6M. The largest seller was Nuveen, cutting an estimated $42.2M.
- 293 institutional investors held Medical Properties Trust (MPT) as of Q4 2015, up from 281 in Q3 2015.
- Funds reported $2.18B of Medical Properties Trust stock for Q4 2015, up 1% quarter-over-quarter.
- 39 funds opened new Medical Properties Trust positions in Q4 2015 and 23 closed out, a net change of +16 holders.
- The largest Medical Properties Trust buyer in Q4 2015 was Fidelity Investments, an estimated $55.6M added.
- The largest Medical Properties Trust seller in Q4 2015 was Nuveen, an estimated $42.2M sold.
Based on aggregated 13F filings for Q4 2015.