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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Portfolio holdings

AUM $71.2B
1-Year Est. Return 48.86%
This Fund
S&P 500
This Quarter Est. Return
+16.78%
1 Year Est. Return
+48.86%
3 Year Est. Return
+118.02%
5 Year Est. Return
+132.08%
10 Year Est. Return
AUM
$37.6B
AUM Growth
+$24.3B
Cap. Flow
+$21.3B
Cap. Flow %
56.72%
Top 10 Hldgs %
36.53%
Holding
1,732
New
696
Increased
418
Reduced
233
Closed
269

Top Sells

Rank Stock Value
1
LNW
Light & Wonder
LNW
+$299M
2
BMO icon
Bank of Montreal
BMO
+$234M
3
BNS icon
Scotiabank
BNS
+$120M
4
SNAP icon
Snap
SNAP
+$92.3M
5
TCO
Taubman Centers Inc.
TCO
+$89.4M

Sector Composition

Rank Sector Weight
1 Financials 14.43%
2 Technology 10.91%
3 Consumer Discretionary 7.32%
4 Healthcare 4.53%
5 Real Estate 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARES icon
1376
Ares Management
ARES
$33.7B
$33K ﹤0.01%
701
-4,828
-87% -$218K
VMW
1377
DELISTED
VMware, Inc
VMW
$33K ﹤0.01%
+232
New +$33.2K
AMED
1378
DELISTED
Amedisys
AMED
$32K ﹤0.01%
+109
New +$27.9K
AZPN
1379
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$32K ﹤0.01%
+245
New +$32K
ROL icon
1380
Rollins
ROL
$17.4B
$31K ﹤0.01%
795
-4,170
-84% -$162K
TTC icon
1381
Toro Company
TTC
$9.21B
$31K ﹤0.01%
332
+108
+48% +$9.55K
MANH icon
1382
Manhattan Associates
MANH
$11.7B
$30K ﹤0.01%
+288
New +$28.3K
ABMD
1383
DELISTED
Abiomed Inc
ABMD
$30K ﹤0.01%
+92
New +$25.4K
PS
1384
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
$30K ﹤0.01%
+1,455
New +$26K
AOS icon
1385
A.O. Smith
AOS
$8.49B
$29K ﹤0.01%
+527
New +$29K
NRG icon
1386
NRG Energy
NRG
$25.2B
$29K ﹤0.01%
773
-2,278
-75% -$75K
NWSA icon
1387
News Corp Class A
NWSA
$15.6B
$29K ﹤0.01%
+1,601
New +$25.8K
SIRI icon
1388
SiriusXM
SIRI
$9.43B
$29K ﹤0.01%
+460
New +$28.2K
GAP
1389
The Gap Inc
GAP
$7.34B
$28K ﹤0.01%
+1,386
New +$29.1K
AM icon
1390
Antero Midstream
AM
$10.5B
$27K ﹤0.01%
+3,560
New +$24.1K
ERIE icon
1391
Erie Indemnity
ERIE
$13.4B
$27K ﹤0.01%
109
-755
-87% -$176K
OPTU
1392
Optimum Communications Inc
OPTU
$228M
$25K ﹤0.01%
659
-3,135
-83% -$98.2K
NMFC icon
1393
New Mountain Finance
NMFC
$736M
$25K ﹤0.01%
2,159
LULU icon
1394
lululemon athletica
LULU
$13.6B
$24K ﹤0.01%
+68
New +$23.6K
THS
1395
DELISTED
Treehouse Foods
THS
$24K ﹤0.01%
+554
New +$22.5K
UA icon
1396
Under Armour Class C
UA
$2.25B
$24K ﹤0.01%
+1,615
New +$21.6K
WM icon
1397
Waste Management
WM
$89.6B
$24K ﹤0.01%
200
-78
-28% -$9.1K
THWWW
1398
DELISTED
Target Hospitality Corp. Warrant expiring 3/15/2024
THWWW
$24K ﹤0.01%
333,333
WPF.U
1399
DELISTED
Foley Trasimene Acquisition Corp.
WPF.U
$24K ﹤0.01%
2,000
GPK icon
1400
Graphic Packaging
GPK
$3.51B
$23K ﹤0.01%
+1,360
New +$20.6K

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Q4 2020 Portfolio in Review

As of Q4 2020, Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 1,732 positions worth $37.6B, up 182% from $13.3B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund deployed $21.3B of net new capital in Q4 2020, opening 696 new positions and adding to 418 existing holdings. Its largest new stake was Vanguard Total Bond Market: 4,350,000 shares worth $384M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, down from 26% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Light & Wonder, an estimated $299M trimmed.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's largest Q4 2020 buy was Vanguard Total Bond Market: 4,350,000 shares worth $384M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund added most to iShares Russell 2000 ETF in Q4 2020, an estimated $1.66B increase.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's biggest Q4 2020 reduction was Light & Wonder, cutting an estimated $299M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund fully exited Taubman Centers Inc. in Q4 2020, selling an estimated $89.4M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's ten largest holdings make up 37% of its $37.6B portfolio in Q4 2020.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened 696 new positions and closed 269 in Q4 2020.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio value rose 182% quarter-over-quarter to $37.6B.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q4 2020, filed 12 Feb 2021.