Medical Properties Trust
596 hedge funds and large institutions have $4.3B invested in Medical Properties Trust in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 243 increasing their positions, 190 reducing their positions, and 100 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 190
14% more capital invested
Capital invested by funds: $3.77B → $4.3B (+$537M)
2.07% more ownership
Funds ownership: 75.57% → 77.64% (+2.1%)
5% less funds holding
Funds holding: 629 → 596 (-33)
27% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 100
54% less call options, than puts
Call options by funds: $181M | Put options by funds: $394M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$384M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$80.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$24M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$12M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$43M |
| 2 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$34.3M |
| 3 |
BlackRock
New York
|
-$31M |
| 4 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$31M |
| 5 |
Bank of New York Mellon
New York
|
-$30.7M |
MPT Hedge Fund Activity: Q2 2023 in Review
596 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2023, worth a combined $4.3B — up 14% from $3.77B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of MPT and 73 opened new positions — a net loss of 27 holders — while 190 trimmed existing stakes and 243 added.
The largest buyer was Cohen & Steers, adding an estimated $384M. The largest seller was Principal Financial Group, cutting an estimated $43M.
- 596 institutional investors held Medical Properties Trust (MPT) as of Q2 2023, down from 629 in Q1 2023.
- Funds reported $4.3B of Medical Properties Trust stock for Q2 2023, up 14% quarter-over-quarter.
- 73 funds opened new Medical Properties Trust positions in Q2 2023 and 100 closed out, a net change of -27 holders.
- The largest Medical Properties Trust buyer in Q2 2023 was Cohen & Steers, an estimated $384M added.
- The largest Medical Properties Trust seller in Q2 2023 was Principal Financial Group, an estimated $43M sold.
Based on aggregated 13F filings for Q2 2023.