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Medical Properties Trust
MPW

Overview Fund Activity

562 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, 240 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
64
Increased
240
Reduced
168
Closed
50
Calls
$48M
Puts
$46.2M
Net Calls
+$1.75M
Net Calls Change
+$12.4M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$410M
2
CIM
Centersquare Investment Management
Pennsylvania
$186M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$305M
4
LSV Asset Management
LSV Asset Management
Illinois
$85M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$55.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$109M
3
Prudential Financial
Prudential Financial
New Jersey
$14.4M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$61.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$604M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
301
Balasa Dinverno & Foltz
$615K -$5.68K -283 -0.9%
RRWA
302
Rainey & Randall Wealth Advisors
Florida
$614K +$76.3K +3,802 +14%
CAGAS
303
Capital Advisory Group Advisory Services
Minnesota
$613K +$117K +5,810 +24%
VF
304
Virtu Financial
New York
$612K +$612K +30,502 New
RJT
305
Raymond James Trust
Florida
$599K +$30.4K +1,515 +5%
VCS
306
Vaughan & Co Securities
New Jersey
$595K – – –
OAM
307
Oppenheimer Asset Management
New York
$591K -$547K -27,301 -48%
Boston Partners
308
Boston Partners
Massachusetts
$590K -$85K -4,235 -13%
HWAM
309
Hennion & Walsh Asset Management
New Jersey
$588K -$9.89K -493 -2%
IAN
310
Integrated Advisors Network
Texas
$587K -$2.62M -130,326 -82%
CTA
311
Chesley Taft & Associates
Illinois
$582K +$4.01K +200 +0.7%
SPIA
312
Steward Partners Investment Advisory
New York
$574K +$115K +5,713 +25%
TGAM
313
TBH Global Asset Management
Tennessee
$570K – – –
RIL
314
Rothschild Investment LLC
Illinois
$562K – – –
VanEck Associates
315
VanEck Associates
New York
$557K +$51.3K +2,553 +10%
MYLI
316
Meiji Yasuda Life Insurance
Japan
$548K +$255K +12,700 +87%
BRWA
317
B. Riley Wealth Advisors
Florida
$521K +$65.9K +3,273 +14%
MIP
318
Marietta Investment Partners
Wisconsin
$519K – – –
BA
319
Bristlecone Advisors
Washington
$518K +$32.9K +1,640 +7%
OIA
320
Optimum Investment Advisors
Illinois
$509K -$172K -8,576 -25%
WIS
321
Wright Investors Service
Connecticut
$506K +$21.5K +1,069 +4%
C
322
Certuity
Florida
$505K +$505K +25,142 New
SIS
323
Sound Income Strategies
Florida
$503K +$484K +24,116 +2,499%
CS
324
Capital Square
Tennessee
$497K – – –
WS
325
Wedbush Securities
California
$488K +$62.3K +3,103 +15%
11 12
13
14 15