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Itaú Unibanco
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Overview Fund Activity

344 hedge funds and large institutions have $5.71B invested in Itaú Unibanco in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+14
Holders Change %
+4.24%
% of All Funds
4.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
44
Increased
120
Reduced
119
Closed
28
Calls
$45.7M
Puts
$36.8M
Net Calls
+$8.84M
Net Calls Change
+$14.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$156M
2
OAG
Orbis Allan Gray
Bermuda
$128M
3
DCM
Driehaus Capital Management
Illinois
$107M
4
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.7M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$286M

Top Sellers

1
AP
Antipodes Partners
Australia
$6.29M
2
Millennium Management
Millennium Management
New York
$2.31M
3
PPFA
Provida Pension Fund Administrator
Chile
$108K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$130M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
201
Aigen Investment Management
New York
$323K -$574K -94,873 -64%
Sumitomo Mitsui Trust Group
202
Sumitomo Mitsui Trust Group
Japan
$294K +$116K +19,140 +65%
Osaic Holdings
203
Osaic Holdings
Arizona
$292K -$28.9K -4,781 -9%
GC
204
Guggenheim Capital
Illinois
$287K -$179K -29,569 -38%
BAM
205
Blueshift Asset Management
New Jersey
$279K +$29.1K +4,817 +12%
William Blair & Company
206
William Blair & Company
Illinois
$276K +$635 +105 +0.2%
SWM
207
Spire Wealth Management
Virginia
$275K +$2.55K +422 +0.9%
BTI
208
Blue Trust Inc
Georgia
$275K +$68.4K +12,884 +33%
SFA
209
Sequoia Financial Advisors
Ohio
$270K -$4.16K -688 -2%
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$270K +$31K +5,126 +13%
HSA
211
HBK Sorce Advisory
Pennsylvania
$248K -$34.9K -5,775 -12%
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$239K +$15.8K +2,666 +7%
NW
213
NewEdge Wealth
Pennsylvania
$237K -$8.04K -1,330 -3%
VAS
214
Vestmark Advisory Solutions
Massachusetts
$237K +$7.17K +1,186 +3%
BCI
215
Brinker Capital Investments
Pennsylvania
$233K +$133K +21,919 +132%
OPS
216
Orion Portfolio Solutions
Nebraska
$233K +$133K +21,919 +132%
MIP
217
Marietta Investment Partners
Wisconsin
$223K – – –
Truist Financial
218
Truist Financial
North Carolina
$221K -$5.62K -930 -2%
KOCAA
219
Knights of Columbus Asset Advisors
Connecticut
$220K +$43.9K +7,263 +25%
CHP
220
Cable Hill Partners
Oregon
$220K -$17.9K -2,936 -8%
Balyasny Asset Management
221
Balyasny Asset Management
Illinois
$211K -$2.75M -454,147 -93%
SAM
222
Sompo Asset Management
Japan
$205K -$17K -2,816 -8%
GAM
223
Gould Asset Management
California
$204K – – –
CMTU
224
Capital Markets Trading (UK)
United Kingdom
$200K -$460K -76,342 -70%
PHS
225
Pekin Hardy Strauss
Illinois
$198K -$71.5K -11,825 -27%
7 8
9
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