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MPT

Medical Properties Trust

454 hedge funds and large institutions have $7.38B invested in Medical Properties Trust in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $12.4M

80% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 118

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

31% more capital invested

Capital invested by funds: $5.63B → $7.38B (+$1.75B)

5% more funds holding

Funds holding: 433454 (+21)

2.71% more ownership

Funds ownership: 81.8%84.51% (+2.7%)

Holders
454
Holders Change
+21
Holders Change %
+4.85%
% of All Funds
9.95%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
59
Increased
212
Reduced
118
Closed
37
Calls
$36.9M
Puts
$12.4M
Net Calls
+$24.5M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B +$163M +8,851,261 +15%
BlackRock
2
BlackRock
New York
$994M +$106M +5,768,562 +13%
Cohen & Steers
3
Cohen & Steers
New York
$458M +$430M +23,408,965 New
State Street
4
State Street
Massachusetts
$369M +$37.3M +2,030,387 +12%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$273M +$47.1M +2,561,356 +22%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$264M -$163M -8,883,098 -40%
Deutsche Bank
7
Deutsche Bank
Germany
$149M +$7.08M +385,286 +5%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$138M +$128M +6,974,604 +10,348%
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$134M +$4.09M +222,889 +3%
Principal Financial Group
10
Principal Financial Group
Iowa
$132M -$594K -32,356 -0.5%
LSV Asset Management
11
LSV Asset Management
Illinois
$130M -$50.3M -2,736,538 -29%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$128M +$11.8M +644,149 +11%
N
13
Nuveen
North Carolina
$117M +$28.2M +1,533,324 +34%
Northern Trust
14
Northern Trust
Illinois
$113M +$8.36M +454,836 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$103M +$11.7M +639,540 +14%
Norges Bank
16
Norges Bank
Norway
$91M +$15M +814,926 +21%
Prudential Financial
17
Prudential Financial
New Jersey
$82.7M +$22.5M +1,223,032 +41%
AllianceBernstein
18
AllianceBernstein
Tennessee
$79.7M -$7.19M -391,283 -9%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$79.2M +$16.9M +919,863 +29%
CVA
20
Ceredex Value Advisors
Florida
$77.2M +$29.4M +1,600,950 +70%
Bank of America
21
Bank of America
North Carolina
$76.2M -$34.6M -1,882,660 -33%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$65.3M -$2.34M -127,387 -4%
Invesco
23
Invesco
Georgia
$62.6M -$6.38M -347,178 -10%
PAM
24
Panagora Asset Management
Massachusetts
$57.2M +$26.9M +1,464,945 +100%
Charles Schwab
25
Charles Schwab
California
$55.2M -$4.63M -251,883 -8%

MPT Hedge Fund Activity: Q3 2019 in Review

454 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2019, worth a combined $7.38B — up 31% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MPT positions and 37 closed out — a net gain of 22 holders — while 212 added to existing stakes and 118 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $430M. The largest seller was Massachusetts Financial Services, cutting an estimated $163M.

  • 454 institutional investors held Medical Properties Trust (MPT) as of Q3 2019, up from 433 in Q2 2019.
  • Funds reported $7.38B of Medical Properties Trust stock for Q3 2019, up 31% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q3 2019 and 37 closed out, a net change of +22 holders.
  • The largest Medical Properties Trust buyer in Q3 2019 was Cohen & Steers, an estimated $430M added.
  • The largest Medical Properties Trust seller in Q3 2019 was Massachusetts Financial Services, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2019.