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MPT

Medical Properties Trust

361 hedge funds and large institutions have $4.07B invested in Medical Properties Trust in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 123

9% more funds holding

Funds holding: 331361 (+30)

4% more capital invested

Capital invested by funds: $3.93B → $4.07B (+$139M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.1% less ownership

Funds ownership: 82.22%81.12% (-1.1%)

76% less call options, than puts

Call options by funds: $850K | Put options by funds: $3.57M

Holders
361
Holders Change
+30
Holders Change %
+9.06%
% of All Funds
8.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
59
Increased
136
Reduced
123
Closed
26
Calls
$850K
Puts
$3.57M
Net Calls
-$2.72M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$797M +$6.81M +504,060 +0.9%
BlackRock
2
BlackRock
New York
$546M +$1.07M +78,948 +0.2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$303M +$25.1M +1,860,254 +9%
State Street
4
State Street
Massachusetts
$170M -$533K -39,454 -0.3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$169M -$34M -2,517,567 -17%
Principal Financial Group
6
Principal Financial Group
Iowa
$155M -$11M -812,130 -7%
FS
7
Feinberg Stephen
$130M
LSV Asset Management
8
LSV Asset Management
Illinois
$121M +$37.9M +2,805,124 +47%
Northern Trust
9
Northern Trust
Illinois
$111M -$636K -47,079 -0.6%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$74.3M -$352K -26,027 -0.5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$71.2M +$2.26M +166,906 +3%
VFA
12
Virtus Fund Advisers
Connecticut
$64.8M +$650K +48,100 +1%
Prudential Financial
13
Prudential Financial
New Jersey
$59.1M -$17.2M -1,274,073 -23%
EARNEST Partners
14
EARNEST Partners
Georgia
$56.6M +$11M +816,225 +25%
SFM
15
Systematic Financial Management
New Jersey
$50.5M +$17.1M +1,266,794 +53%
Norges Bank
16
Norges Bank
Norway
$45.4M -$1.05M -77,874 -2%
Wells Fargo
17
Wells Fargo
California
$44.1M +$3.22M +238,055 +8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$41.8M -$292K -21,629 -0.7%
Charles Schwab
19
Charles Schwab
California
$27.9M +$2.01M +148,707 +8%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$25.3M +$3.3M +243,972 +15%
AllianceBernstein
21
AllianceBernstein
Tennessee
$24.8M -$2.93M -217,037 -11%
Bank of America
22
Bank of America
North Carolina
$24.8M -$8.62M -638,092 -26%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$23.1M +$11.3M +839,159 +100%
RJA
24
Raymond James & Associates
Florida
$22.2M +$8.46M +625,766 +64%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$21M -$34M -2,513,600 -62%

MPT Hedge Fund Activity: Q4 2017 in Review

361 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2017, worth a combined $4.07B — up 3.5% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MPT positions and 26 closed out — a net gain of 33 holders — while 136 added to existing stakes and 123 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $37.9M. The largest seller was Nuveen, cutting an estimated $41.9M.

  • 361 institutional investors held Medical Properties Trust (MPT) as of Q4 2017, up from 331 in Q3 2017.
  • Funds reported $4.07B of Medical Properties Trust stock for Q4 2017, up 3.5% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q4 2017 and 26 closed out, a net change of +33 holders.
  • The largest Medical Properties Trust buyer in Q4 2017 was LSV Asset Management, an estimated $37.9M added.
  • The largest Medical Properties Trust seller in Q4 2017 was Nuveen, an estimated $41.9M sold.

Based on aggregated 13F filings for Q4 2017.