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Otis Worldwide
OTIS

Overview Fund Activity

1,181 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 476 reducing their positions, and 57 closing their positions.

Holders
1,181
Holders Change
+91
Holders Change %
+8.35%
% of All Funds
17.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
161
Increased
323
Reduced
476
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.1B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.72B
4
UIM
4
USS Investment Management
United Kingdom
$196M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$287M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$257M
3
Invesco
3
Invesco
Georgia
$330M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$2.02M
5
BlackRock
5
BlackRock
New York
$3.13B
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
26
Mitsubishi UFJ Asset Management
Japan
$269M 3,064,434 -245,421 -7%
SP
27
Sarasin & Partners
United Kingdom
$262M 2,923,073 -23,715 -0.8%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$257M 2,874,686 -837,165 -23%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$237M 2,651,156 -581,555 -18%
MMH
30
Menora Mivtachim Holdings
Israel
$220M 2,460,836 +220,500 +10%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$217M 2,428,999 -339,694 -12%
PI
32
Putnam Investments
Massachusetts
$216M 2,409,345 +403,215 +20%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$210M 2,352,730 -132,262 -5%
OAC
34
OMERS Administration Corp
Ontario, Canada
$208M 2,324,016 – –
Goldman Sachs
35
Goldman Sachs
New York
$199M 2,226,931 +227,116 +11%
UIM
36
USS Investment Management
United Kingdom
$196M 2,193,260 +781,077 +55%
Charles Schwab
37
Charles Schwab
California
$194M 2,173,904 +41,361 +2%
LCOV
38
London Company of Virginia
Virginia
$193M 2,156,548 +37,180 +2%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$188M 2,096,614 +86,592 +4%
CS
40
Credit Suisse
Switzerland
$176M 1,968,141 -162,787 -8%
Lazard Asset Management
41
Lazard Asset Management
New York
$174M 1,942,756 -479,347 -20%
Primecap Management
42
Primecap Management
California
$168M 1,882,741 +183,700 +11%
GAM
43
Guinness Asset Management
United Kingdom
$160M 1,787,847 +1,421 +0.1%
FIS
44
Fundsmith Investment Services
Mauritius
$152M 1,693,969 +9,861 +0.6%
Parnassus Investments
45
Parnassus Investments
California
$148M 1,651,732 -665,195 -29%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$143M 1,603,564 +48,264 +3%
AC
47
AKO Capital
United Kingdom
$132M 1,471,409 -736,011 -33%
Pictet Asset Management
48
Pictet Asset Management
Switzerland
$131M 1,461,387 -59,315 -4%
Deutsche Bank
49
Deutsche Bank
Germany
$128M 1,425,219 +20,244 +1%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$124M 1,390,388 -523,686 -27%
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