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MPT

Medical Properties Trust

419 hedge funds and large institutions have $4.74B invested in Medical Properties Trust in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $3.62M

15% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 126

13% more funds holding

Funds holding: 370419 (+49)

11% more capital invested

Capital invested by funds: $4.27B → $4.74B (+$471M)

3.07% more ownership

Funds ownership: 77.72%80.8% (+3.1%)

Holders
419
Holders Change
+49
Holders Change %
+13.24%
% of All Funds
9.33%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
145
Reduced
126
Closed
35
Calls
$5.08M
Puts
$3.62M
Net Calls
+$1.46M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$871M +$19.5M +1,235,019 +2%
BlackRock
2
BlackRock
New York
$690M +$16.9M +1,068,099 +3%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$314M -$31.5M -1,991,068 -9%
State Street
4
State Street
Massachusetts
$188M -$10.5M -662,416 -5%
LSV Asset Management
5
LSV Asset Management
Illinois
$165M +$2.49M +157,100 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$145M -$5.6M -354,277 -4%
Principal Financial Group
7
Principal Financial Group
Iowa
$118M -$63.1M -3,990,061 -35%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$106M +$2.01M +127,085 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$91.7M +$1.62M +102,274 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$80M +$51.2M +3,234,208 +186%
Northern Trust
11
Northern Trust
Illinois
$79.1M +$446K +28,187 +0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$74.9M +$13.7M +867,172 +23%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$73.7M +$11.2M +705,209 +18%
EARNEST Partners
14
EARNEST Partners
Georgia
$66.5M -$1.47M -92,841 -2%
Norges Bank
15
Norges Bank
Norway
$60.5M +$1.89M +119,760 +3%
Renaissance Technologies
16
Renaissance Technologies
New York
$57.5M +$43.2M +2,730,600 +322%
Prudential Financial
17
Prudential Financial
New Jersey
$53M +$33.1M +2,091,829 +174%
Bank of America
18
Bank of America
North Carolina
$52.5M +$22.2M +1,402,433 +75%
CVA
19
Ceredex Value Advisors
Florida
$47.9M -$20.8M -1,316,600 -31%
AllianceBernstein
20
AllianceBernstein
Tennessee
$43.1M +$3.29M +208,251 +8%
Charles Schwab
21
Charles Schwab
California
$41.3M -$742K -46,887 -2%
Wells Fargo
22
Wells Fargo
California
$40.7M -$2.09M -132,158 -5%
Morgan Stanley
23
Morgan Stanley
New York
$40.2M +$10.3M +648,943 +35%
Goldman Sachs
24
Goldman Sachs
New York
$35.6M +$1.08M +68,154 +3%
Invesco
25
Invesco
Georgia
$35.1M -$4.25M -268,773 -11%

MPT Hedge Fund Activity: Q4 2018 in Review

419 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2018, worth a combined $4.74B — up 11% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MPT positions and 35 closed out — a net gain of 53 holders — while 145 added to existing stakes and 126 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $51.2M. The largest seller was Principal Financial Group, cutting an estimated $63.1M.

  • 419 institutional investors held Medical Properties Trust (MPT) as of Q4 2018, up from 370 in Q3 2018.
  • Funds reported $4.74B of Medical Properties Trust stock for Q4 2018, up 11% quarter-over-quarter.
  • 88 funds opened new Medical Properties Trust positions in Q4 2018 and 35 closed out, a net change of +53 holders.
  • The largest Medical Properties Trust buyer in Q4 2018 was JP Morgan Chase, an estimated $51.2M added.
  • The largest Medical Properties Trust seller in Q4 2018 was Principal Financial Group, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2018.