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Otis Worldwide
OTIS

Overview Fund Activity

1,107 hedge funds and large institutions have $23B invested in Otis Worldwide in 2020 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 257 increasing their positions, 570 reducing their positions, and 124 closing their positions.

Holders
1,107
Holders Change
-17
Holders Change %
-1.51%
% of All Funds
22.4%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
113
Increased
257
Reduced
570
Closed
124
Calls
$28.1M
Puts
$8.65M
Net Calls
+$19.5M
Net Calls Change
+$11.1M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$564M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$187M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$189M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$87.5M
5
CVA
5
Ceredex Value Advisors
Florida
$120M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$418M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$64.6M
3
Franklin Resources
3
Franklin Resources
California
$46.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.7M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
76
Neuberger Berman Group
New York
$53.2M 852,189 +48,266 +6%
Fayez Sarofim & Co
77
Fayez Sarofim & Co
Texas
$51.7M 827,851 -1,796 -0.2%
SFM
78
Soros Fund Management
New York
$50.1M 802,547 -410,182 -34%
UBS Group
79
UBS Group
Switzerland
$50M 801,103 -55,182 -6%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$49.7M 796,363 -105,457 -12%
Franklin Resources
81
Franklin Resources
California
$46.3M 741,806 -1,870,947 -72%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$46.2M 740,887 +12,457 +2%
Brown Advisory
83
Brown Advisory
Maryland
$45.3M 725,829 +312,475 +76%
APG Asset Management
84
APG Asset Management
Netherlands
$44.4M 834,292 +137,600 +20%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$43.8M 702,231 +853 +0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
86
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$42.2M 676,349 +215,484 +47%
DekaBank Deutsche Girozentrale
87
DekaBank Deutsche Girozentrale
Germany
$42M 680,910 +7,899 +1%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$41.9M 671,775 -73,200 -10%
AIM
89
Alphinity Investment Management
Australia
$41.9M 670,763 +670,763 New
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
$41.5M 665,615 +615,867 +1,238%
EVM
91
Eaton Vance Management
Massachusetts
$41.2M 660,747 -18,783 -3%
Point72 Asset Management
92
Point72 Asset Management
Connecticut
$40.2M 644,642 +50,497 +8%
ZIG
93
Zurich Insurance Group
Switzerland
$40.1M 641,952 +191,633 +43%
VNIM
94
Vaughan Nelson Investment Management
Texas
$39.4M 631,634 +133,084 +27%
SM
95
Sunriver Management
Connecticut
$39M 624,239 +105,935 +20%
HA
96
HHLR Advisors
Cayman Islands
$38.4M 614,556 – –
National Pension Service
97
National Pension Service
South Korea
$38M 608,321 – –
GAM
98
Guinness Asset Management
United Kingdom
$37.1M 593,730 – –
Principal Financial Group
99
Principal Financial Group
Iowa
$36.1M 577,601 -32,083 -5%
SI
100
Scharf Investments
California
$35.7M 572,633 -150,851 -21%
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4
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