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MPT

Medical Properties Trust

433 hedge funds and large institutions have $5.63B invested in Medical Properties Trust in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 190 increasing their positions, 132 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $9.16M

44% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 132

2.84% less ownership

Funds ownership: 84.64%81.8% (-2.8%)

6% less capital invested

Capital invested by funds: $5.98B → $5.63B (-$344M)

7% less funds holding

Funds holding: 468433 (-35)

36% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 72

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
433
Holders Change
-35
Holders Change %
-7.48%
% of All Funds
9.4%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
46
Increased
190
Reduced
132
Closed
72
Calls
$23.6M
Puts
$9.16M
Net Calls
+$14.5M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B +$45.6M +2,531,875 +4%
BlackRock
2
BlackRock
New York
$786M +$12.6M +702,061 +2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$390M +$5.36M +297,566 +1%
State Street
4
State Street
Massachusetts
$293M +$37.2M +2,068,095 +14%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$199M +$12.2M +676,813 +6%
LSV Asset Management
6
LSV Asset Management
Illinois
$164M -$18.9M -1,047,102 -10%
Deutsche Bank
7
Deutsche Bank
Germany
$126M -$3.25M -180,749 -2%
Principal Financial Group
8
Principal Financial Group
Iowa
$118M -$425K -23,590 -0.3%
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$116M -$2.9M -161,331 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$103M +$4.28M +237,633 +4%
Bank of America
11
Bank of America
North Carolina
$101M +$25.9M +1,438,268 +33%
Northern Trust
12
Northern Trust
Illinois
$92.6M +$2.08M +115,719 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$80.7M +$1.91M +106,271 +2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$77.9M +$5.51M +306,221 +7%
N
15
Nuveen
North Carolina
$77.6M +$46.7M +2,594,356 +140%
Norges Bank
16
Norges Bank
Norway
$66.9M
Invesco
17
Invesco
Georgia
$61.9M +$21.2M +1,178,817 +50%
JP Morgan Chase
18
JP Morgan Chase
New York
$60.9M -$4.21M -233,995 -6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$60.5M +$1.43M +79,670 +2%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$54.6M +$15.6M +864,292 +38%
Charles Schwab
21
Charles Schwab
California
$53.6M +$1.56M +86,525 +3%
Prudential Financial
22
Prudential Financial
New Jersey
$52.4M +$324K +17,989 +0.6%
CVA
23
Ceredex Value Advisors
Florida
$40.6M -$4.25M -236,200 -9%
Legal & General Group
24
Legal & General Group
United Kingdom
$40M +$12.4M +687,929 +43%
Wells Fargo
25
Wells Fargo
California
$36M -$3.83M -212,439 -9%

MPT Hedge Fund Activity: Q2 2019 in Review

433 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2019, worth a combined $5.63B — down 5.8% from $5.98B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of MPT and 46 opened new positions — a net loss of 26 holders — while 132 trimmed existing stakes and 190 added.

The largest buyer was Nuveen, adding an estimated $46.7M. The largest seller was EARNEST Partners, cutting an estimated $61.1M.

  • 433 institutional investors held Medical Properties Trust (MPT) as of Q2 2019, down from 468 in Q1 2019.
  • Funds reported $5.63B of Medical Properties Trust stock for Q2 2019, down 5.8% quarter-over-quarter.
  • 46 funds opened new Medical Properties Trust positions in Q2 2019 and 72 closed out, a net change of -26 holders.
  • The largest Medical Properties Trust buyer in Q2 2019 was Nuveen, an estimated $46.7M added.
  • The largest Medical Properties Trust seller in Q2 2019 was EARNEST Partners, an estimated $61.1M sold.

Based on aggregated 13F filings for Q2 2019.