Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s New Oriental EDU Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Sell
48,500
-288,200
-86% -$14.6M ﹤0.01% 991
2026
Q1 		$19.1M Sell
336,700
-550,800
-62% -$31.5M 0.03% 379
2025
Q4 		$48.8M Sell
887,500
-600
-0.1% -$32.9K 0.08% 190
2025
Q3 		$47.1M Sell
888,100
-467,300
-34% -$23.1M 0.09% 174
2025
Q2 		$73.1M Sell
1,355,400
-745,100
-35% -$35.4M 0.14% 132
2025
Q1 		$100M Buy
2,100,500
+339,700
+19% +$17.5M 0.21% 96
2024
Q4 		$113M Sell
1,760,800
-62,400
-3% -$4M 0.24% 85
2024
Q3 		$138M Buy
1,823,200
+342,800
+23% +$23.5M 0.33% 63
2024
Q2 		$115M Buy
1,480,400
+56,100
+4% +$4.57M 0.33% 55
2024
Q1 		$124M Sell
1,424,300
-184,492
-11% -$15.7M 0.42% 43
2023
Q4 		$118M Buy
1,608,792
+942,392
+141% +$65.4M 0.4% 40
2023
Q3 		$39M Sell
666,400
-134,900
-17% -$7.07M 0.17% 81
2023
Q2 		$31.6M Buy
801,300
+327,600
+69% +$13.1M 0.14% 135
2023
Q1 		$18.3M Buy
+473,700
New +$19.1M 0.1% 149
2022
Q4 		– Sell
-3,509,000
Closed -$84.1M – 1457
2022
Q3 		$84.1M Buy
3,509,000
+546,500
+18% +$13.6M 0.41% 37
2022
Q2 		$60.3M Sell
2,962,500
-938,340
-24% -$12.9M 0.27% 57
2022
Q1 		$44.9M Sell
3,900,840
-32,760
-0.8% -$477K 0.16% 100
2021
Q4 		$82.6M Buy
3,933,600
+2,500,300
+174% +$53.9M 0.18% 101
2021
Q3 		$29.4M Buy
+1,433,300
New +$45.5M 0.07% 175
2021
Q1 		– Sell
-250,000
Closed -$46.5M – 1596
2020
Q4 		$46.5M Buy
+250,000
New +$42.1M 0.12% 133

Other funds holding EDU

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's EDU Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its New Oriental (EDU) stake by 86% in Q2 2026, selling an estimated $14.6M and leaving 48,500 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in EDU in Q4 2020 and has held it in 20 quarters since. The position peaked at $138M in Q3 2024. 168 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 48,500 shares of New Oriental worth $2.23M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 288,200 New Oriental shares in Q2 2026, an estimated $14.6M.
  • New Oriental made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #991 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in New Oriental in Q4 2020 and has held it in 20 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's New Oriental position peaked at $138M in Q3 2024.
  • 168 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.