Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s ORIX IX Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.43M	Buy	114,400 +49,200	+75%	+$1.56M	0.01%	851
2025 Q4	$1.91M	Hold	65,200	–	–	﹤0.01%	923
2025 Q3	$1.7M	Sell	65,200 -112,800	-63%	-$2.8M	﹤0.01%	777
2025 Q2	$4.01M	Sell	178,000 -453,500	-72%	-$9.31M	0.01%	545
2025 Q1	$13.2M	Buy	631,500 +173,500	+38%	+$3.64M	0.03%	353
2024 Q4	$9.73M	Buy	458,000 +221,000	+93%	+$4.84M	0.02%	418
2024 Q3	$5.5M	Hold	237,000	–	–	0.01%	464
2024 Q2	$5.28M	Hold	237,000	–	–	0.02%	419
2024 Q1	$5.22M	Hold	237,000	–	–	0.02%	371
2023 Q4	$4.43M	Hold	237,000	–	–	0.02%	455
2023 Q3	$4.45M	Buy	+237,000	New	+$4.43M	0.02%	387
2022 Q2	–	Sell	-3,000	Closed	-$60K	–	1711
2022 Q1	$60K	Buy	+3,000	New	+$61.3K	﹤0.01%	1481

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its ORIX (IX) stake by 75% in Q1 2026, buying an estimated $1.56M and bringing the position to 114,400 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #851.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in IX in Q1 2022 and has held it in 12 quarters since. The position peaked at $13.2M in Q1 2025. 282 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 114,400 shares of ORIX worth $3.43M as of Q1 2026.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 49,200 ORIX shares in Q1 2026, an estimated $1.56M.
ORIX made up 0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #851 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in ORIX in Q1 2022 and has held it in 12 quarters since.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's ORIX position peaked at $13.2M in Q1 2025.
282 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

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