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Itaú Unibanco
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Overview Fund Activity

266 hedge funds and large institutions have $3.9B invested in Itaú Unibanco in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 38 increasing their positions, 190 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-36
Holders Change %
-11.92%
% of All Funds
4.11%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.14%
New
38
Increased
38
Reduced
190
Closed
72
Calls
$91.3M
Puts
$183M
Net Calls
-$92.1M
Net Calls Change
+$17.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$461M
2
Morgan Stanley
Morgan Stanley
New York
$192M
3
OAG
Orbis Allan Gray
Bermuda
$171M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$614M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
$77.2M

Top Sellers

1
HL
Harding Loevner
New Jersey
$140M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1K
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$71.8M
4
CI
Cambiar Investors
Colorado
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$2K -$427 -123 -18%
TAIM
252
TD Ameritrade Investment Management
Nebraska
$2K +$261 +66 +15%
DHGWA
253
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$2K +671 New
APA
254
American Portfolios Advisors
New York
$1.79K -$382 -112 -18%
FDCDDQ
255
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13K -$239 -70 -18%
Fidelity Investments
256
Fidelity Investments
Massachusetts
$1K -$194M -58,266,919 -100%
SBL
257
Sargent Bickham Lagudis
Colorado
$1K -$212 -51 -17%
VanEck Associates
258
VanEck Associates
New York
$1K -$215 -50 -18%
TSWM
259
Tyler-Stone Wealth Management
Ohio
$1K +$1K +211 New
GWS
260
Glassman Wealth Services
Virginia
$1K +$1K +270 New
FCG
261
Financial Connections Group
California
$1K +$1K +453 New
BIM
262
Baldwin Investment Management
Pennsylvania
$280 -$60 -17,492 -18%
BBHC
263
Brown Brothers Harriman & Co
New York
$10 +$10 +2,895 New
CI
264
Cambiar Investors
Colorado
– -$84.3M -21,331,143 Closed
Charles Schwab
265
Charles Schwab
California
– -$33.8M -8,547,777 Closed
LP
266
LMR Partners
United Kingdom
– -$17.5M -4,443,219 Closed
SC
267
Steginsky Capital
New York
– -$10.7M -2,701,911 Closed
Janus Henderson Group
268
Janus Henderson Group
United Kingdom
– -$9.01M -2,279,596 Closed
Squarepoint
269
Squarepoint
New York
– -$8.83M -2,234,407 Closed
AI
270
Axiom Investors
Connecticut
– -$8.54M -2,161,126 Closed
DZ Bank
271
DZ Bank
Germany
– -$7.49M -1,895,743 Closed
COPPSERS
272
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$6.81M -1,723,434 Closed
DCM
273
Discovery Capital Management
Connecticut
– -$6.38M -1,615,971 Closed
PCH
274
Polar Capital Holdings
United Kingdom
– -$5.56K -1,406,360 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
275
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.5M -886,058 Closed
9 10
11
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