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
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 $1.02T AUM 30.18% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's EDU Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its New Oriental (EDU) stake by 62% in Q1 2026, selling an estimated $31.5M and leaving 336,700 shares worth $19.1M. The position accounts for 0.03% of the portfolio, ranked #379.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in EDU in Q4 2020 and has held it in 19 quarters since. The position peaked at $138M in Q3 2024. 179 funds tracked by Wall St. Rank hold EDU as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 336,700 shares of New Oriental worth $19.1M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 550,800 New Oriental shares in Q1 2026, an estimated $31.5M.
  • New Oriental made up 0.03% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #379 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in New Oriental in Q4 2020 and has held it in 19 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's New Oriental position peaked at $138M in Q3 2024.
  • 179 funds tracked by Wall St. Rank held New Oriental as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.