HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
Institutional investor · Portfolio as of Q4 2023
Top Holdings980 positions
STATE STR SPDR S&P 500 ETF T | 5.8M | $2.8B | 9.5% | $393.59 | +16.94% | 17 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 13.1M | $2.6B | 9.0% | $190.45 | +2.31% | 17 qtrssince 2019-Q4 | Increased 72 |
APPLE INC | 6.4M | $1.2B | 4.2% | $164.61 | +15.56% | 17 qtrssince 2019-Q4 | Increased 80 |
INVESCO QQQ TR | 2.7M | $1.1B | 3.8% | $342.14 | +18.39% | 17 qtrssince 2019-Q4 | Increased 79 |
MICROSOFT CORP | 2.7M | $1B | 3.5% | $276.19 | +33.31% | 17 qtrssince 2019-Q4 | Increased 59 |
MASTERCARD INCORPORATED | 1.9M | $830.8M | 2.8% | $339.09 | +23.74% | 17 qtrssince 2019-Q4 | Increased 60 |
ROYAL BK CDA | 6.5M | $661.4M | 2.3% | $85.54 | +9.47% | 16 qtrssince 2020-Q1 | Increased 77 |
SPDR SER TR | 9.1M | $657.4M | 2.2% | $64.19 | +9.23% | 17 qtrssince 2019-Q4 | Increased 61 |
BANK NOVA SCOTIA HALIFAX | 12.4M | $603.2M | 2.1% | $39.77 | +6.75% | 16 qtrssince 2020-Q1 | Increased 60 |
BROADCOM INC | 455,095 | $508M | 1.7% | $105.81 | +2.60% | 3 qtrssince 2023-Q2 | Increased 80 |
JPMORGAN CHASE & CO. | 2.8M | $478.9M | 1.6% | $140.18 | +14.43% | 17 qtrssince 2019-Q4 | Increased 74 |
TORONTO DOMINION BK ONT | 6.9M | $447M | 1.5% | $52.20 | +11.10% | 17 qtrssince 2019-Q4 | Decreased 0 |
TESLA INC | 1.5M | $365.1M | 1.2% | $249.10 | -0.25% | 15 qtrssince 2020-Q2 | Increased 79 |
TC ENERGY CORP | 8.8M | $343.4M | 1.2% | $34.10 | +5.40% | 17 qtrssince 2019-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 3M | $342M | 1.2% | $96.38 | +14.05% | 13 qtrssince 2020-Q4 | Unchanged 0 |
ISHARES TR | 4.1M | $317.3M | 1.1% | — | — | — | Increased — |
SELECT SECTOR SPDR TR | 8M | $300.8M | 1.0% | $36.07 | 0.00% | 1 qtr | New 71 |
CANADIAN IMPERIAL BK COMM | 6.1M | $292.9M | 1.0% | $40.61 | +8.16% | 17 qtrssince 2019-Q4 | Increased 69 |
SHOPIFY INC | 3.4M | $263.5M | 0.9% | $58.65 | +32.82% | 5 qtrssince 2022-Q4 | Increased 70 |
ISHARES TR | 3.2M | $243.8M | 0.8% | — | — | — | Decreased — |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND manages $29.3B across 980 positions as of Q4 2023. Top holdings: SPY (9.5%), IWM (9.0%), AAPL (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 289 new positions, 292 exits, 258 increased. Top move: AAPL (INCREASED, conviction 80). Portfolio: $29.3B across 980 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR