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Otis Worldwide
OTIS

Overview Fund Activity

1,090 hedge funds and large institutions have $28.7B invested in Otis Worldwide in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 351 increasing their positions, 400 reducing their positions, and 93 closing their positions.

Holders
1,090
Holders Change
-27
Holders Change %
-2.42%
% of All Funds
17.38%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
83
Increased
351
Reduced
400
Closed
93
Calls
$112M
Puts
$39.1M
Net Calls
+$72.8M
Net Calls Change
-$22.4M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.44B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$606M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$228M
4
UIM
4
USS Investment Management
United Kingdom
$113M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$125M

Top Sellers

1
VAM
1
Vontobel Asset Management
New York
$0
2
DVI
2
Deccan Value Investors
Connecticut
$0
3
Invesco
3
Invesco
Georgia
$360M
4
Brown Advisory
4
Brown Advisory
Maryland
$21.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$96.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$243M 3,026,494 -93,445 -3%
SP
27
Sarasin & Partners
United Kingdom
$237M 2,946,788 +94,340 +3%
PAM
28
PineStone Asset Management
Quebec, Canada
$228M 2,844,325 +2,134,289 +301%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$222M 2,768,693 +20,290 +0.7%
UBS AM
30
UBS AM
Illinois
$210M 2,618,873 +175,535 +7%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$200M 2,484,992 -4,066 -0.2%
Lazard Asset Management
32
Lazard Asset Management
New York
$195M 2,422,103 -518,927 -18%
OAC
33
OMERS Administration Corp
Ontario, Canada
$187M 2,324,016 +146,968 +7%
Parnassus Investments
34
Parnassus Investments
California
$186M 2,316,927 – –
MMH
35
Menora Mivtachim Holdings
Israel
$180M 2,240,336 +33,560 +2%
AC
36
AKO Capital
United Kingdom
$177M 2,207,420 -377,483 -15%
Charles Schwab
37
Charles Schwab
California
$171M 2,132,543 +16,560 +0.8%
CS
38
Credit Suisse
Switzerland
$171M 2,130,928 -155,717 -7%
LCOV
39
London Company of Virginia
Virginia
$170M 2,119,368 +22,917 +1%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$161M 2,010,022 -2,093 -0.1%
PI
41
Putnam Investments
Massachusetts
$161M 2,006,130 +44,096 +2%
Goldman Sachs
42
Goldman Sachs
New York
$161M 1,999,815 +87,428 +5%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$154M 1,914,074 -7,969 -0.4%
GAM
44
Guinness Asset Management
United Kingdom
$143M 1,786,426 +48,370 +3%
Primecap Management
45
Primecap Management
California
$136M 1,699,041 -300 -0%
FIS
46
Fundsmith Investment Services
Mauritius
$135M 1,684,108 +759 +0%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$125M 1,555,300 +794,626 +104%
Pictet Asset Management
48
Pictet Asset Management
Switzerland
$122M 1,520,702 +1,520,702 New
UIM
49
USS Investment Management
United Kingdom
$113M 1,412,183 +1,305,944 +1,229%
Deutsche Bank
50
Deutsche Bank
Germany
$113M 1,404,975 +40,685 +3%
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