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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
-3.96%
1 Year Est. Return
+48.86%
3 Year Est. Return
+118.02%
5 Year Est. Return
+132.08%
10 Year Est. Return
AUM
$20.5B
AUM Growth
-$2.05B
Cap. Flow
-$863M
Cap. Flow %
-4.2%
Top 10 Hldgs %
44.94%
Holding
1,841
New
265
Increased
342
Reduced
481
Closed
327

Sector Composition

Rank Sector Weight
1 Financials 15.52%
2 Technology 8.54%
3 Energy 6.88%
4 Consumer Discretionary 3.96%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AME icon
1476
Ametek
AME
$58.7B
-2,671
Closed -$294K
AMP icon
1477
Ameriprise Financial
AMP
$50.4B
-11,500
Closed -$2.73M
ANDE icon
1478
Andersons Inc
ANDE
$2.21B
-36,000
Closed -$1.19M
APLE icon
1479
Apple Hospitality REIT
APLE
$3.75B
-94,900
Closed -$1.39M
APLS
1480
DELISTED
Apellis Pharmaceuticals
APLS
-20,300
Closed -$918K
ARQQ icon
1481
Arqit Quantum
ARQQ
$413M
0
ASH icon
1482
Ashland
ASH
$3.36B
-1,407
Closed -$145K
ATR icon
1483
AptarGroup
ATR
$8.43B
-1,479
Closed -$153K
ATRA icon
1484
Atara Biotherapeutics
ATRA
$76.7M
-24,676
Closed -$4.81M
AU icon
1485
AngloGold Ashanti
AU
$48.1B
-81,100
Closed -$1.2M
AVB icon
1486
AvalonBay Communities
AVB
$26.3B
-14,000
Closed -$2.72M
BBY icon
1487
Best Buy
BBY
$18B
-89,513
Closed -$5.83M
BDTX icon
1488
Black Diamond Therapeutics
BDTX
$116M
-73,100
Closed -$180K
BFLY.WS
1489
DELISTED
Butterfly Network Inc Warrants
BFLY.WS
$0 ﹤0.01%
333
CMRC
1490
Commerce.com Inc Series 1
CMRC
$184M
-129,000
Closed -$2.09M
BLCO icon
1491
Bausch + Lomb
BLCO
$6.06B
-20,000
Closed -$305K
BN icon
1492
Brookfield
BN
$111B
-92,775
Closed -$2.22M
BOX icon
1493
Box
BOX
$4.66B
-279,900
Closed -$7.04M
BP icon
1494
BP
BP
$110B
-145,000
Closed -$4.11M
BR icon
1495
Broadridge
BR
$19.6B
-715
Closed -$102K
BRK.A icon
1496
Berkshire Hathaway Class A
BRK.A
$1.09T
-2
Closed -$818K
BRKL
1497
DELISTED
Brookline Bancorp
BRKL
-16,600
Closed -$221K
BRY
1498
DELISTED
Berry Corp
BRY
-147,400
Closed -$1.12M
BX icon
1499
Blackstone
BX
$112B
-110,800
Closed -$10.1M
CARR icon
1500
Carrier Global
CARR
$52.2B
$0 ﹤0.01%
3

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Q3 2022 Portfolio in Review

As of Q3 2022, Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 1,841 positions worth $20.5B, down 9.1% from $22.6B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund withdrew a net $863M in Q3 2022, closing 327 positions and reducing 481 holdings. Its most notable exit was State Street Health Care Select Sector SPDR ETF, an estimated $135M position sold in full.

By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 14% a quarter earlier, followed by Technology and Energy.

Against the trend, Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in Mercado Libre worth $122M.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's largest Q3 2022 buy was Mercado Libre: 146,900 shares worth $122M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund added most to State Street SPDR S&P 500 ETF Trust in Q3 2022, an estimated $718M increase.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's biggest Q3 2022 reduction was State Street Industrial Select Sector SPDR ETF, cutting an estimated $225M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund fully exited State Street Health Care Select Sector SPDR ETF in Q3 2022, selling an estimated $135M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's ten largest holdings make up 45% of its $20.5B portfolio in Q3 2022.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened 265 new positions and closed 327 in Q3 2022.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio value fell 9.1% quarter-over-quarter to $20.5B.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q3 2022, filed 14 Nov 2022.