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Otis Worldwide
OTIS

Overview Fund Activity

1,188 hedge funds and large institutions have $30.7B invested in Otis Worldwide in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 355 increasing their positions, 473 reducing their positions, and 87 closing their positions.

Holders
1,188
Holders Change
+53
Holders Change %
+4.67%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
158
Increased
355
Reduced
473
Closed
87
Calls
$123M
Puts
$28.4M
Net Calls
+$94.9M
Net Calls Change
+$10.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$404M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$254M
3
Ameriprise
3
Ameriprise
Minnesota
$131M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$327M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$701M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$55.5M
2
AIM
2
Alphinity Investment Management
Australia
$14.5M
3
LFRG
3
Lazard Frères Gestion
France
$0
4
AC
4
AKO Capital
United Kingdom
$324M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
26
Lazard Asset Management
New York
$254M +$243M +2,791,340 +2,318%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$238M -$5.5M -63,113 -2%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$231M -$2.74M -31,496 -1%
VAM
29
Vontobel Asset Management
New York
$227M -$36.2M -397,190 -14%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$220M -$5.2M -59,688 -2%
SCM
31
Suvretta Capital Management
New York
$216M -$18.7M -214,959 -8%
GCM
32
Gates Capital Management
New York
$213M +$354K +4,067 +0.2%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$208M +$23M +263,610 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$204M +$2.66M +30,591 +1%
LCOV
35
London Company of Virginia
Virginia
$199M -$8.11M -93,201 -4%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$198M -$61.7M -709,106 -24%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$181M +$17.2M +198,039 +11%
Goldman Sachs
38
Goldman Sachs
New York
$180M -$31.3M -359,549 -15%
CS
39
Credit Suisse
Switzerland
$176M +$7.38M +84,775 +4%
Charles Schwab
40
Charles Schwab
California
$173M -$3.6M -41,318 -2%
Morgan Stanley
41
Morgan Stanley
New York
$172M -$64.4M -739,154 -27%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$158M -$3.4M -39,103 -2%
UBS AM
43
UBS AM
Illinois
$151M +$8.66M +99,403 +6%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$149M -$18.1M -207,528 -11%
Primecap Management
45
Primecap Management
California
$147M +$1.62M +18,570 +1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$145M -$20M -230,029 -12%
Swiss National Bank
47
Swiss National Bank
Switzerland
$134M -$6.18M -71,000 -4%
MMH
48
Menora Mivtachim Holdings
Israel
$133M -$39.6M -455,000 -23%
OAC
49
OMERS Administration Corp
Ontario, Canada
$132M – – –
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$131M -$2.89M -33,200 -2%
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