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Healthcare of Ontario Pension Plan Trust Fund
The Healthcare of Ontario Pension Plan Trust Fund (HOOPP) is one of Canada’s largest pension funds, headquartered in Toronto, Ontario. Founded in 1960, HOOPP is a non-profit defined benefit pension plan serving more than 475,000 members across 700 employers in Ontario’s healthcare sector. It is governed by a board of trustees and employs approximately 630 people. HOOPP manages retirement assets and administers benefits for active, deferred, and retired healthcare workers, including nurses, technicians, and support staff, focusing on stable and reliable retirement outcomes.
Investment Strategy
HOOPP employs a liability driven investing (LDI) approach, prioritizing long-term stability and the ability to meet pension obligations. This includes a strong foundation in fixed income assets, while increasingly diversifying into global public equities, private equity, credit, real estate, and infrastructure. HOOPP manages risk through geographic and asset class diversification, with around 45% of investments outside Canada, and aims to maintain a high funded status through prudent, long-term, liability-aware investment decisions.
Latest 13F Filing Activity
Healthcare of Ontario Pension Plan Trust Fund filed their most recent 13F report on Jun 30, 2025 disclosing 940 equity positions and 16 options positions with a total 13F market value of $51B. The fund increased holdings in SPDR S&P 500 Etf TR, Bank Montreal Que, Bank Nova Scotia Halifax among other positions. Healthcare of Ontario Pension Plan Trust Fund reduced exposure to Ishares TR, Apple Inc., TC Energy Corp. among others.
Top Holdings
Equity Positions (940)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 6.94% | $3.57B | 5,770,301 | $518.54 | $617.85 | +$1.97B |
N NVDA | NVIDIA CORPORATION | 3.91% | $2.01B | 12,708,544 | $118.31 | $157.99 | +$11.6M |
M MSFT | MICROSOFT CORP | 3.71% | $1.91B | 3,836,103 | $352.70 | $497.41 | +$297.5M |
I IVV | ISHARES TR | 3.15% | $1.62B | 2,605,215 | $589.16 | $620.90 | +$179.1M |
Q QQQ | INVESCO QQQ TR | 3.12% | $1.60B | 2,903,000 | $392.53 | $551.64 | +$240.1M |
Options Positions (16)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
H HYG | ISHARES TR | Bought | Put | $463.7M | 57,500 | $80.65 | $79.23 | +12,500 | +$108.7M |
S SPY | SPDR S&P 500 ETF TR | Bought | Call | $308.0M | 4,985 | $617.85 | $566.28 | +1,060 | +$88.4M |
S SPY | SPDR S&P 500 ETF TR | Sold | Put | $265.7M | 4,300 | $617.85 | $561.92 | -2,260 | -$101.3M |
T TLT | ISHARES TR | Bought | Call | $132.4M | 15,000 | $88.25 | $88.52 | +6,900 | +$58.6M |
X XLF | SELECT SECTOR SPDR TR | Bought | Call | $107.4M | 20,500 | $52.37 | $48.09 | +7,500 | +$42.6M |
Industry Allocation
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