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MPT

Medical Properties Trust

331 hedge funds and large institutions have $3.93B invested in Medical Properties Trust in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 153 increasing their positions, 105 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 105

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1% less capital invested

Capital invested by funds: $3.97B → $3.93B (-$33.4M)

2.44% less ownership

Funds ownership: 84.65%82.22% (-2.4%)

4% less funds holding

Funds holding: 344331 (-13)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

64% less call options, than puts

Call options by funds: $2.62M | Put options by funds: $7.3M

Holders
331
Holders Change
-13
Holders Change %
-3.78%
% of All Funds
8.25%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
26
Increased
153
Reduced
105
Closed
36
Calls
$2.62M
Puts
$7.3M
Net Calls
-$4.69M
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$753M -$5.92M -459,650 -0.8%
BlackRock
2
BlackRock
New York
$519M +$7.95M +617,035 +2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$264M +$5.72M +443,970 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$194M +$16.5M +1,278,480 +9%
State Street
5
State Street
Massachusetts
$162M +$9.36M +726,492 +6%
Principal Financial Group
6
Principal Financial Group
Iowa
$158M +$2.3M +178,569 +2%
FS
7
Feinberg Stephen
$124M
Northern Trust
8
Northern Trust
Illinois
$107M -$1.75M -136,159 -2%
LSV Asset Management
9
LSV Asset Management
Illinois
$78.6M +$4.07M +316,300 +6%
Prudential Financial
10
Prudential Financial
New Jersey
$73M +$16M +1,241,797 +29%
CCMLC
11
Cardinal Capital Management LLC (Connecticut)
Connecticut
$71.1M -$4.84M -375,730 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$65.6M +$2.41M +187,314 +4%
VFA
13
Virtus Fund Advisers
Connecticut
$61.1M +$9.37M +727,400 +19%
N
14
Nuveen
North Carolina
$56.6M -$6.02M -467,339 -10%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$53M -$32.9M -2,554,480 -39%
Norges Bank
16
Norges Bank
Norway
$44.3M +$2.21M +171,825 +5%
EARNEST Partners
17
EARNEST Partners
Georgia
$43.2M +$831K +64,512 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$40.1M -$1.49M -115,780 -4%
Wells Fargo
19
Wells Fargo
California
$38.9M +$1.48M +115,222 +4%
Victory Capital Management
20
Victory Capital Management
Texas
$32M -$6.61M -513,490 -17%
Bank of America
21
Bank of America
North Carolina
$32M +$7.95M +617,290 +34%
SFM
22
Systematic Financial Management
New Jersey
$31.4M +$1.8M +139,810 +6%
AllianceBernstein
23
AllianceBernstein
Tennessee
$26.5M +$325K +25,220 +1%
Charles Schwab
24
Charles Schwab
California
$24.6M +$2.13M +165,293 +10%
Millennium Management
25
Millennium Management
New York
$22.9M -$12M -928,478 -35%

MPT Hedge Fund Activity: Q3 2017 in Review

331 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2017, worth a combined $3.93B — down 0.84% from $3.97B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of MPT and 26 opened new positions — a net loss of 10 holders — while 105 trimmed existing stakes and 153 added.

The largest buyer was Bank of New York Mellon, adding an estimated $16.5M. The largest seller was Fidelity Investments, cutting an estimated $32.9M.

  • 331 institutional investors held Medical Properties Trust (MPT) as of Q3 2017, down from 344 in Q2 2017.
  • Funds reported $3.93B of Medical Properties Trust stock for Q3 2017, down 0.84% quarter-over-quarter.
  • 26 funds opened new Medical Properties Trust positions in Q3 2017 and 36 closed out, a net change of -10 holders.
  • The largest Medical Properties Trust buyer in Q3 2017 was Bank of New York Mellon, an estimated $16.5M added.
  • The largest Medical Properties Trust seller in Q3 2017 was Fidelity Investments, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2017.