HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
Institutional investor · Portfolio as of Q3 2024
Top Holdings978 positions
ISHARES TR | 11.9M | $2.6B | 6.2% | $194.27 | +11.35% | 20 qtrssince 2019-Q4 | Increased 70 |
STATE STR SPDR S&P 500 ETF T | 4M | $2.3B | 5.4% | $398.61 | +40.69% | 20 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 8.2M | $1.9B | 4.5% | $171.14 | +35.02% | 20 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA CORPORATION | 13.6M | $1.6B | 3.9% | $108.09 | +12.05% | 20 qtrssince 2019-Q4 | Increased 83 |
MICROSOFT CORP | 3.4M | $1.5B | 3.5% | $334.82 | +26.52% | 20 qtrssince 2019-Q4 | Decreased 0 |
INVESCO QQQ TR | 2.2M | $1.1B | 2.5% | $346.81 | +39.42% | 20 qtrssince 2019-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.4M | $922.8M | 2.2% | $176.21 | +14.84% | 20 qtrssince 2019-Q4 | Increased 88 |
SPDR SERIES TRUST | 9.2M | $911.8M | 2.2% | $95.30 | +2.90% | 20 qtrssince 2019-Q4 | Increased 88 |
MASTERCARD INCORPORATED | 1.4M | $712.5M | 1.7% | $349.66 | +39.55% | 20 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 3M | $682.5M | 1.6% | $228.60 | -0.17% | 20 qtrssince 2019-Q4 | Increased 68 |
BANK NOVA SCOTIA B C | 11.8M | $640.6M | 1.5% | $42.53 | +17.32% | 19 qtrssince 2020-Q1 | Increased 61 |
SPDR SER TR | 7.1M | $551.1M | 1.3% | $66.98 | +13.43% | 20 qtrssince 2019-Q4 | Decreased 0 |
CANADIAN IMPERIAL BANK OF CO | 8M | $490.1M | 1.2% | $42.42 | +37.00% | 20 qtrssince 2019-Q4 | Decreased 0 |
SSGA ACTIVE ETF TR | 11.3M | $470.6M | 1.1% | $36.14 | 0.00% | 1 qtr | New 71 |
INVESCO EXCHANGE TRADED FD T | 2.4M | $436.8M | 1.0% | $155.94 | +11.21% | 5 qtrssince 2023-Q3 | Increased 51 |
ALPHABET INC | 2.5M | $422.3M | 1.0% | $160.55 | +3.41% | 20 qtrssince 2019-Q4 | Increased 71 |
META PLATFORMS INC | 732,219 | $419.2M | 1.0% | $480.45 | +18.37% | 20 qtrssince 2019-Q4 | Decreased 0 |
BANK OF MONTREAL | 4.2M | $383.4M | 0.9% | $82.61 | +2.76% | 6 qtrssince 2023-Q2 | Increased 71 |
TORONTO DOMINION BK ONT | 6M | $380.1M | 0.9% | $55.16 | +6.91% | 20 qtrssince 2019-Q4 | Increased 63 |
ROYAL BK CDA | 2.9M | $361.5M | 0.9% | $106.14 | +12.11% | 19 qtrssince 2020-Q1 | Increased 71 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND manages $42.2B across 978 positions as of Q3 2024. Top holdings: IWM (6.2%), SPY (5.4%), AAPL (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 287 new positions, 274 exits, 293 increased. Top move: JPM (INCREASED, conviction 88). Portfolio: $42.2B across 978 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR