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MPT

Medical Properties Trust

344 hedge funds and large institutions have $3.97B invested in Medical Properties Trust in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

93% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 86

9% more funds holding

Funds holding: 316344 (+28)

7% more capital invested

Capital invested by funds: $3.72B → $3.97B (+$243M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5.2% less ownership

Funds ownership: 89.85%84.65% (-5.2%)

41% less call options, than puts

Call options by funds: $3.3M | Put options by funds: $5.57M

Holders
344
Holders Change
+28
Holders Change %
+8.86%
% of All Funds
8.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
53
Increased
166
Reduced
86
Closed
23
Calls
$3.3M
Puts
$5.57M
Net Calls
-$2.27M
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$744M +$47.4M +3,561,518 +7%
BlackRock
2
BlackRock
New York
$501M -$15.2M -1,143,836 -3%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$253M +$20.1M +1,506,190 +8%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$174M +$14.8M +1,109,174 +9%
Principal Financial Group
5
Principal Financial Group
Iowa
$153M +$92.9M +6,973,902 +143%
State Street
6
State Street
Massachusetts
$150M -$7.67M -575,923 -5%
FS
7
Feinberg Stephen
$121M
Northern Trust
8
Northern Trust
Illinois
$106M -$16.7M -1,254,254 -13%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$84.9M -$56.7M -4,260,258 -39%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$74.5M +$6.11M +458,754 +9%
LSV Asset Management
11
LSV Asset Management
Illinois
$72.9M +$8M +601,200 +12%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$61.9M +$5.92M +444,595 +10%
N
13
Nuveen
North Carolina
$61.5M +$38.7M +2,906,575 +155%
Prudential Financial
14
Prudential Financial
New Jersey
$55.6M +$50.9M +3,822,244 +767%
VFA
15
Virtus Fund Advisers
Connecticut
$48.6M +$5.98M +448,900 +13%
EARNEST Partners
16
EARNEST Partners
Georgia
$41.5M +$103K +7,725 +0.2%
Norges Bank
17
Norges Bank
Norway
$41.2M +$2.93M +219,867 +7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$40.8M +$8.46M +635,179 +25%
Victory Capital Management
19
Victory Capital Management
Texas
$38M +$6.63M +498,288 +20%
Wells Fargo
20
Wells Fargo
California
$36.6M -$4.61M -346,615 -11%
Millennium Management
21
Millennium Management
New York
$34.4M +$34.3M +2,573,046 +2,632%
Morgan Stanley
22
Morgan Stanley
New York
$30.5M +$6.68M +501,693 +27%
SFM
23
Systematic Financial Management
New Jersey
$29M +$30M +2,254,733 New
Goldman Sachs
24
Goldman Sachs
New York
$26.9M +$5.83M +438,140 +26%
BC
25
Brookfield Corp
Ontario, Canada
$26.1M -$51.7M -3,885,171 -66%

MPT Hedge Fund Activity: Q2 2017 in Review

344 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2017, worth a combined $3.97B — up 6.5% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MPT positions and 23 closed out — a net gain of 30 holders — while 166 added to existing stakes and 86 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $92.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $71.6M sold.

  • 344 institutional investors held Medical Properties Trust (MPT) as of Q2 2017, up from 316 in Q1 2017.
  • Funds reported $3.97B of Medical Properties Trust stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 53 funds opened new Medical Properties Trust positions in Q2 2017 and 23 closed out, a net change of +30 holders.
  • The largest Medical Properties Trust buyer in Q2 2017 was Principal Financial Group, an estimated $92.9M added.
  • The largest Medical Properties Trust seller in Q2 2017 was Cohen & Steers, an estimated $71.6M sold.

Based on aggregated 13F filings for Q2 2017.