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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 %
IRF
376
IBM Retirement Fund
New York
$323K – – –
MAFM
377
Mid Atlantic Financial Management
Pennsylvania
$322K -$98.7K -4,913 -23%
DZ Bank
378
DZ Bank
Germany
$321K – – –
LOPW
379
Live Oak Private Wealth
North Carolina
$318K – – –
FFA
380
Founders Financial Alliance
North Carolina
$318K +$4.17K +208 +1%
DE
381
Day & Ennis
Georgia
$316K -$23K -1,145 -7%
TI
382
Tidal Investments
Wisconsin
$314K +$55.8K +2,778 +22%
GA
383
GFS Advisors
Texas
$301K +$301K +15,000 New
FCA
384
FinTrust Capital Advisors
South Carolina
$294K +$36.8K +1,834 +14%
TWM
385
Tradition Wealth Management
Minnesota
$293K +$83.3K +4,149 +40%
VAS
386
Vestmark Advisory Solutions
Massachusetts
$290K +$72K +3,587 +33%
AAS
387
Avantax Advisory Services
Texas
$289K -$89.3K -4,480 -24%
RA
388
RFG Advisory
Alabama
$289K -$15.9K -795 -5%
V
389
Veritable
Delaware
$284K +$14.5K +721 +5%
WG
390
Welch Group
Alabama
$284K +$18K +900 +7%
CAG
391
Csenge Advisory Group
Florida
$280K +$40.1K +1,983 +17%
CAM
392
ClariVest Asset Management
California
$275K – – –
LFF
393
Level Four Financial
Texas
$272K +$181 +9 +0.1%
PAMG
394
Patton Albertson Miller Group
Tennessee
$270K -$27.1K -1,350 -9%
PWP
395
Principle Wealth Partners
Connecticut
$268K – – –
NB
396
Norinchukin Bank
Japan
$257K +$48.2K +2,403 +23%
IMRF
397
Illinois Municipal Retirement Fund
Illinois
$256K – – –
FTDI
398
First Trust Direct Indexing
Massachusetts
$253K +$10.3K +512 +4%
TC
399
Telemus Capital
Michigan
$252K – – –
CFS
400
CRA Financial Services
New Jersey
$251K +$251K +12,493 New
14 15
16
17 18