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Medical Properties Trust
MPW

Overview Fund Activity

592 hedge funds and large institutions have $4.3B invested in Medical Properties Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 242 increasing their positions, 189 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-33
Holders Change %
-5.28%
% of All Funds
9.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
71
Increased
242
Reduced
189
Closed
98
Calls
$181M
Puts
$394M
Net Calls
-$213M
Net Calls Change
+$16.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$427M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$90.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$65.6M
4
Norges Bank
Norges Bank
Norway
$55.3M
5
SEI Investments
SEI Investments
Pennsylvania
$18.7M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$20.3M
2
SP
Sarasin & Partners
United Kingdom
$0
3
BlackRock
BlackRock
New York
$641M
4
NIG
NFJ Investment Group
Texas
$3.15M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
401
Simplicity Solutions
Minnesota
$145K +$37.1K +4,006 +34%
BFG
402
Bleakley Financial Group
New Jersey
$145K +$37.1K +4,006 +34%
DE
403
Day & Ennis
Georgia
$142K +$142K +15,309 New
MCM
404
MAI Capital Management
Ohio
$141K -$46K -4,968 -25%
FFS
405
Founders Financial Securities
Maryland
$139K +$139K +15,033 New
SLG
406
Stanley-Laman Group
Pennsylvania
$139K – – –
WIC
407
Woodmont Investment Counsel
Tennessee
$139K +$21.3K +2,300 +18%
SBIA
408
Sheaff Brock Investment Advisors
Indiana
$139K -$94.3K -10,185 -40%
CG
409
CFO4Life Group
Texas
$137K +$3.97K +429 +3%
RA
410
RFG Advisory
Alabama
$137K -$122K -13,141 -47%
CG
411
Caprock Group
Idaho
$136K +$136K +14,275 New
QCG
412
Quadrant Capital Group
Ohio
$136K +$102K +11,007 +297%
IP
413
Ignite Planners
California
$136K +$472 +51 +0.3%
MC
414
Moors & Cabot
Massachusetts
$134K +$28.4K +3,063 +27%
BWA
415
BDO Wealth Advisors
Florida
$130K -$10.5K -1,132 -7%
SFG
416
Sunburst Financial Group
Alabama
$130K +$1.7K +183 +1%
RBC
417
Romano Brothers & Co
Illinois
$129K -$21.3K -2,300 -14%
PS
418
Planned Solutions
California
$125K – – –
BFA
419
Beacon Financial Advisory
Ohio
$124K +$124K +13,379 New
PA
420
PFG Advisors
Arizona
$124K +$124K +13,372 New
RFN
421
RDA Financial Network
Iowa
$120K – – –
CAMG
422
CWA Asset Management Group
Florida
$120K +$3.45K +372 +3%
KIA
423
KCM Investment Advisors
California
$119K – – –
DC
424
Davenport & Co
Virginia
$118K -$6.76K -730 -5%
MSAM
425
Moloney Securities Asset Management
Missouri
$118K +$1.03K +111 +0.9%
15 16
17
18 19