Medical Properties Trust
564 hedge funds and large institutions have $9.74B invested in Medical Properties Trust in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 242 increasing their positions, 168 reducing their positions, and 50 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
44% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 168
28% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 50
1.55% more ownership
Funds ownership: 80.96% → 82.52% (+1.6%)
1% more funds holding
Funds holding: 557 → 564 (+7)
4% more call options, than puts
Call options by funds: $48M | Put options by funds: $46.2M
2% more capital invested
Capital invested by funds: $9.55B → $9.74B (+$193M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$332M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$63.6M |
| 3 |
Bank of New York Mellon
New York
|
+$45.8M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$44.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$311M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$74.4M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$44.1M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$41.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$24.4M |
MPT Hedge Fund Activity: Q3 2021 in Review
564 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2021, worth a combined $9.74B — up 2% from $9.55B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new MPT positions and 50 closed out — a net gain of 14 holders — while 242 added to existing stakes and 168 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $332M. The largest seller was Cohen & Steers, cutting an estimated $311M.
- 564 institutional investors held Medical Properties Trust (MPT) as of Q3 2021, up from 557 in Q2 2021.
- Funds reported $9.74B of Medical Properties Trust stock for Q3 2021, up 2% quarter-over-quarter.
- 64 funds opened new Medical Properties Trust positions in Q3 2021 and 50 closed out, a net change of +14 holders.
- The largest Medical Properties Trust buyer in Q3 2021 was Principal Financial Group, an estimated $332M added.
- The largest Medical Properties Trust seller in Q3 2021 was Cohen & Steers, an estimated $311M sold.
Based on aggregated 13F filings for Q3 2021.