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MPT

Medical Properties Trust

495 hedge funds and large institutions have $7.65B invested in Medical Properties Trust in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 181 increasing their positions, 175 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $24.3M | Put options by funds: $16.8M

3% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 175

0.06% less ownership

Funds ownership: 84.89%84.82% (-0.06%)

3% less funds holding

Funds holding: 511495 (-16)

11% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 71

18% less capital invested

Capital invested by funds: $9.28B → $7.65B (-$1.63B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
495
Holders Change
-16
Holders Change %
-3.13%
% of All Funds
10.91%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
63
Increased
181
Reduced
175
Closed
71
Calls
$24.3M
Puts
$16.8M
Net Calls
+$7.57M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B -$16.1M -770,479 -1%
BlackRock
2
BlackRock
New York
$1.07B -$29.7M -1,422,186 -2%
Cohen & Steers
3
Cohen & Steers
New York
$558M +$11.1M +532,667 +2%
State Street
4
State Street
Massachusetts
$430M +$31.7M +1,518,074 +7%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$224M -$34.2M -1,635,419 -11%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$212M +$242M +11,588,902 +1,695%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$157M -$52.7M -2,519,759 -22%
Invesco
8
Invesco
Georgia
$150M -$22.7M -1,084,673 -11%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$146M +$14.2M +679,585 +9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$128M +$3.71M +177,263 +2%
Northern Trust
11
Northern Trust
Illinois
$125M -$5.46M -261,326 -4%
Ameriprise
12
Ameriprise
Minnesota
$120M +$5.8M +277,413 +4%
N
13
Nuveen
North Carolina
$119M -$2.84M -135,821 -2%
Deutsche Bank
14
Deutsche Bank
Germany
$114M -$46.9M -2,245,157 -25%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$109M +$8.97M +428,884 +7%
CCMLC
16
Cardinal Capital Management LLC (Connecticut)
Connecticut
$99.9M -$22.7M -1,087,558 -16%
Norges Bank
17
Norges Bank
Norway
$95.1M +$3.1M +148,335 +3%
Principal Financial Group
18
Principal Financial Group
Iowa
$93.6M -$31.5M -1,504,259 -22%
CVA
19
Ceredex Value Advisors
Florida
$89.3M +$24.5M +1,171,225 +30%
CIM
20
Centersquare Investment Management
Pennsylvania
$84.5M +$37.5M +1,795,294 +58%
Legal & General Group
21
Legal & General Group
United Kingdom
$83.6M +$8.51M +407,127 +9%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$81M +$13.2M +632,645 +16%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$72M -$15.9M -761,344 -16%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$71.4M +$29.9M +1,428,396 +53%
AllianceBernstein
25
AllianceBernstein
Tennessee
$69.3M -$8.09M -386,735 -9%

MPT Hedge Fund Activity: Q1 2020 in Review

495 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2020, worth a combined $7.65B — down 18% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MPT and 63 opened new positions — a net loss of 8 holders — while 175 trimmed existing stakes and 181 added.

The largest buyer was Wellington Management Group, adding an estimated $242M. The largest seller was Massachusetts Financial Services, cutting an estimated $52.7M.

  • 495 institutional investors held Medical Properties Trust (MPT) as of Q1 2020, down from 511 in Q4 2019.
  • Funds reported $7.65B of Medical Properties Trust stock for Q1 2020, down 18% quarter-over-quarter.
  • 63 funds opened new Medical Properties Trust positions in Q1 2020 and 71 closed out, a net change of -8 holders.
  • The largest Medical Properties Trust buyer in Q1 2020 was Wellington Management Group, an estimated $242M added.
  • The largest Medical Properties Trust seller in Q1 2020 was Massachusetts Financial Services, an estimated $52.7M sold.

Based on aggregated 13F filings for Q1 2020.