HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND NIU — NIU TECHNOLOGIES

Ownership history in HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND  ·  8 quarters on record

AI Ownership Summary

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported NIU TECHNOLOGIES (NIU) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows NIU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NIU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's position in NIU TECHNOLOGIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NIU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NIU stock page HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND fund profile HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND full holdings
How HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND held NIU — position size vs. price
% of Fund (quarterly)    NIU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 30.9% -5.0% ✅ 139,300 -62,400 -30.9% 0.00% $280K 2026-08-13 $2.11
2026 Q1 REDUCED 26.3% -31.5% ✅ 201,700 -72,100 -26.3% 0.00% $583K 2026-05-14 $2.83
2025 Q4 REDUCED 33.5% -4.6% ✅ 273,800 -137,800 -33.5% 0.00% $830K 2026-02-13 $3.43
2025 Q3 REDUCED 29.7% -30.9% ✅ 411,600 -174,100 -29.7% 0.00% $1.9M 2025-11-13 $3.99
2025 Q1 REDUCED 53.2% -17.6% ✅ 585,700 -666,300 -53.2% 0.01% $2.4M 2025-05-14 $3.54
2024 Q4 ADDED — — — 1,252,000 +730,800 +140.2% 0.00% $2.2M 2025-02-14 $2.30
2024 Q3 UNCHANGED — — — 521,200 — 0% 0.00% $1.2M 2024-11-13 $2.04
2024 Q2 INITIATED — — — 521,200 — — 0.00% $907K 2024-08-14 $1.81

🏢 Other funds also holding NIU

As of 2026 Q3 — sorted by position size

TD Waterhouse Canada Inc. 0.0%

FAQ About HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND and NIU

These are the practical questions this page is built to answer before you even open the full history table.

How long has HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported owning NIU?

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported NIU across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported NIU position in HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's portfolio?

The largest reported portfolio weight for NIU was 0.01% in 2025 Q1.

What is the latest reported NIU position on this page?

The most recent filing on this page is 2026 Q2, when HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND reported 139,300 shares, equal to 0.00% of portfolio, with an estimated market value of $280K.

What does the chart on this NIU ownership page compare?

The chart compares HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's quarterly NIU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND time their NIU position?

Based on 13F filing dates vs. subsequent NIU price moves, HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on NIU relative to SPY over the holding period was +392.9%.

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