ONTARIO TEACHERS PENSION PLAN BOARD

Q3 2020 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2020
Date filed
11/13/2020
Form type
13F-HR
Num holdings
369
Total value ($000)
$6,515,689
Net value change ($000)
+1,518,985 (30.4%)
New positions
31
Sold out positions
29
Turnover %
9.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AZEK 720,314 111.7%
Pershing Square Tontine Holdings, Ltd. 256,964 NEW
JPM 184,425 16177.6%
GFL 125,731 13.2%
COF 122,881 NEW
NOW 121,076 29530.7%
BERRY GLOBAL GROUP, INC. 105,096 NEW
BABA 34,310 36.3%
TMO 19,809 21.7%
DHR 19,041 20.9%
Top Reduces (Value $000, Stocks/ETFs)
XLV -209,439 -86.6%
MAC -53,547 -24.3%
SRCL -41,145 -100.0%
CUSHMAN WAKEFIELD PLC -28,538 -15.7%
XLE -25,632 -44.1%
PDD -19,943 -100.0%
BB -6,188 -6.4%
UBS GROUP AG -5,982 -72.0%
CB -5,202 -8.3%
PIONEER NATURAL RESOURCES CO -2,838 -80.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 47,938 (0.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type