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MPT

Medical Properties Trust

468 hedge funds and large institutions have $5.98B invested in Medical Properties Trust in 2019 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 205 increasing their positions, 120 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $5.69M

127% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 41

71% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 120

26% more capital invested

Capital invested by funds: $4.74B → $5.98B (+$1.24B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more funds holding

Funds holding: 419468 (+49)

3.84% more ownership

Funds ownership: 80.8%84.64% (+3.8%)

Holders
468
Holders Change
+49
Holders Change %
+11.69%
% of All Funds
10.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
93
Increased
205
Reduced
120
Closed
41
Calls
$17.8M
Puts
$5.69M
Net Calls
+$12.1M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B +$51M +2,861,661 +5%
BlackRock
2
BlackRock
New York
$821M +$26M +1,459,646 +3%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$409M +$45.6M +2,557,332 +13%
State Street
4
State Street
Massachusetts
$272M +$53.7M +3,011,579 +26%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$199M +$30.3M +1,700,213 +19%
LSV Asset Management
6
LSV Asset Management
Illinois
$193M +$3.48M +195,400 +2%
Deutsche Bank
7
Deutsche Bank
Germany
$137M +$95.6M +5,360,656 +260%
Principal Financial Group
8
Principal Financial Group
Iowa
$126M -$9.14M -512,787 -7%
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$126M +$3.32M +186,306 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$104M -$1.15M -64,457 -1%
Northern Trust
11
Northern Trust
Illinois
$96.1M +$4.82M +270,206 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$83.7M -$2.43M -136,084 -3%
Bank of America
13
Bank of America
North Carolina
$80.4M +$19.2M +1,076,841 +33%
AllianceBernstein
14
AllianceBernstein
Tennessee
$77M +$26.3M +1,474,770 +55%
EARNEST Partners
15
EARNEST Partners
Georgia
$76.9M +$276K +15,462 +0.4%
Norges Bank
16
Norges Bank
Norway
$71M +$1.31M +73,754 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$69.2M -$22.1M -1,238,443 -25%
Goldman Sachs
18
Goldman Sachs
New York
$63.6M +$21.8M +1,222,977 +55%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$62.7M -$21.3M -1,194,125 -26%
Prudential Financial
20
Prudential Financial
New Jersey
$55.3M -$5.43M -304,843 -9%
Charles Schwab
21
Charles Schwab
California
$55.3M +$7.44M +417,295 +16%
CVA
22
Ceredex Value Advisors
Florida
$47.5M -$7.14M -400,550 -14%
Morgan Stanley
23
Morgan Stanley
New York
$44.9M -$1.23M -69,172 -3%
Invesco
24
Invesco
Georgia
$43.9M +$3.3M +184,902 +8%
Wells Fargo
25
Wells Fargo
California
$42.1M -$4.54M -254,604 -10%

MPT Hedge Fund Activity: Q1 2019 in Review

468 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2019, worth a combined $5.98B — up 26% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MPT positions and 41 closed out — a net gain of 52 holders — while 205 added to existing stakes and 120 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $95.6M. The largest seller was Renaissance Technologies, cutting an estimated $27.3M.

  • 468 institutional investors held Medical Properties Trust (MPT) as of Q1 2019, up from 419 in Q4 2018.
  • Funds reported $5.98B of Medical Properties Trust stock for Q1 2019, up 26% quarter-over-quarter.
  • 93 funds opened new Medical Properties Trust positions in Q1 2019 and 41 closed out, a net change of +52 holders.
  • The largest Medical Properties Trust buyer in Q1 2019 was Deutsche Bank, an estimated $95.6M added.
  • The largest Medical Properties Trust seller in Q1 2019 was Renaissance Technologies, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2019.