OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,037 hedge funds and large institutions have $22.5B invested in Otis Worldwide in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 287 increasing their positions, 454 reducing their positions, and 93 closing their positions.

Holders
1,037
Holders Change
-45
Holders Change %
-4.16%
% of All Funds
17.93%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
64
Increased
287
Reduced
454
Closed
93
Calls
$206M
Puts
$324M
Net Calls
-$119M
Net Calls Change
+$56.3M

Top Buyers

1
Fundsmith LLP
1
Fundsmith LLP
United Kingdom
$401M
2
Mitsubishi UFJ Asset Management
2
Mitsubishi UFJ Asset Management
Japan
$178M
3
Boston Partners
3
Boston Partners
Massachusetts
$394M
4
FIS
4
Fundsmith Investment Services
Mauritius
$103M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$66.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$292M
2
BCF
2
BLS Capital Fondsmaeglerselskab
Denmark
$308M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$557M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$13.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$206M 3,227,959 -571,016 -15%
Goldman Sachs
27
Goldman Sachs
New York
$197M 3,082,326 -654,867 -18%
Legal & General Group
28
Legal & General Group
United Kingdom
$196M 3,075,146 -149,058 -5%
AC
29
AKO Capital
United Kingdom
$187M 2,931,956 -566,576 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$183M 2,875,404 +249,636 +10%
Mitsubishi UFJ Asset Management
31
Mitsubishi UFJ Asset Management
Japan
$178M 2,786,476 +2,543,929 +1,049%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$171M 2,684,673 +11,494 +0.4%
ClearBridge Investments
33
ClearBridge Investments
New York
$170M 2,668,699 +117,492 +5%
VAM
34
Vontobel Asset Management
New York
$167M 2,391,513 -74,378 -3%
DVI
35
Deccan Value Investors
Connecticut
$153M 2,399,858 -701,054 -23%
Brown Advisory
36
Brown Advisory
Maryland
$151M 2,359,176 +23,673 +1%
LCOV
37
London Company of Virginia
Virginia
$145M 2,277,482 -13,004 -0.6%
UBS AM
38
UBS AM
Illinois
$143M 2,237,188 -187,517 -8%
GCM
39
Gates Capital Management
New York
$142M 2,221,622 – –
OAC
40
OMERS Administration Corp
Ontario, Canada
$139M 2,177,048 – –
MMH
41
Menora Mivtachim Holdings
Israel
$138M 2,167,401 +393,101 +22%
CS
42
Credit Suisse
Switzerland
$135M 2,112,207 -74,547 -3%
Charles Schwab
43
Charles Schwab
California
$133M 2,081,946 +40,991 +2%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$126M 1,976,374 -87,961 -4%
Amundi
45
Amundi
France
$118M 1,751,544 +705,034 +67%
Swiss National Bank
46
Swiss National Bank
Switzerland
$117M 1,832,057 -11,400 -0.6%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$116M 1,820,096 +812,109 +81%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$112M 1,754,803 -347,793 -17%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$112M 1,754,309 -54,175 -3%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$111M 1,732,320 +31,638 +2%
1
2
3 4 5