HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
Institutional investor · Portfolio as of Q3 2023
Top Holdings982 positions
STATE STR SPDR S&P 500 ETF T | 6.1M | $2.6B | 11.4% | $393.59 | +4.74% | 16 qtrssince 2019-Q4 | Increased 83 |
ISHARES TR | 11.2M | $2B | 8.7% | $189.70 | -9.88% | 16 qtrssince 2019-Q4 | Increased 67 |
MICROSOFT CORP | 2.7M | $839.3M | 3.7% | $274.76 | +12.29% | 16 qtrssince 2019-Q4 | Increased 58 |
TORONTO DOMINION BK ONT | 13.2M | $794.2M | 3.5% | $52.20 | +2.35% | 16 qtrssince 2019-Q4 | Increased 73 |
APPLE INC | 4.4M | $748.9M | 3.3% | $152.62 | +10.68% | 16 qtrssince 2019-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 1.8M | $704.2M | 3.1% | $331.44 | +17.34% | 16 qtrssince 2019-Q4 | Increased 64 |
INVESCO QQQ TR | 1.9M | $663.5M | 2.9% | $313.65 | +12.69% | 16 qtrssince 2019-Q4 | Increased 55 |
TC ENERGY CORP | 16.5M | $569.1M | 2.5% | $34.10 | -8.70% | 16 qtrssince 2019-Q4 | Increased 80 |
BANK NOVA SCOTIA B C | 11.1M | $495.9M | 2.2% | $39.45 | +0.77% | 15 qtrssince 2020-Q1 | Increased 86 |
CANADIAN NAT RES LTD MED TER | 7.6M | $494.3M | 2.2% | $23.99 | +20.36% | 16 qtrssince 2019-Q4 | Increased 72 |
SPDR SER TR | 8M | $487.1M | 2.1% | $63.39 | -7.34% | 16 qtrssince 2019-Q4 | Increased 65 |
ROYAL BK CDA | 4.2M | $364.4M | 1.6% | $80.94 | -1.19% | 15 qtrssince 2020-Q1 | Increased 55 |
SPDR SERIES TRUST | 7.7M | $321.6M | 1.4% | $49.23 | -21.77% | 16 qtrssince 2019-Q4 | Increased 54 |
SELECT SECTOR SPDR TR | 3M | $304.1M | 1.3% | $96.38 | +0.88% | 12 qtrssince 2020-Q4 | Increased 61 |
ISHARES TR | 4M | $294.9M | 1.3% | — | — | — | Unchanged — |
BANK OF MONTREAL | 3.1M | $264.5M | 1.2% | $76.64 | -1.50% | 2 qtrssince 2023-Q2 | Increased 78 |
SELECT SECTOR SPDR TR | 3.4M | $234M | 1.0% | $61.02 | +3.96% | 16 qtrssince 2019-Q4 | Increased 63 |
JPMORGAN CHASE & CO | 1.6M | $233.1M | 1.0% | $124.97 | +8.63% | 16 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 2.5M | $221.7M | 1.0% | — | — | — | New — |
ALIBABA GROUP HLDG LTD | 2.5M | $215.1M | 0.9% | $138.09 | -40.89% | 16 qtrssince 2019-Q4 | Increased 43 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND manages $22.7B across 982 positions as of Q3 2023. Top holdings: SPY (11.4%), IWM (8.7%), MSFT (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 218 new positions, 387 exits, 264 increased. Top move: BNS (INCREASED, conviction 86). Portfolio: $22.7B across 982 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR