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Itaú Unibanco
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Overview Fund Activity

299 hedge funds and large institutions have $5.07B invested in Itaú Unibanco in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 51 closing their positions.

Holders
299
Holders Change
+5
Holders Change %
+1.7%
% of All Funds
5.27%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.18%
New
61
Increased
112
Reduced
78
Closed
51
Calls
$77.9M
Puts
$156M
Net Calls
-$77.8M
Net Calls Change
-$14M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$251M
2
CI
2
Cambiar Investors
Colorado
$79.5M
3
Swedbank
3
Swedbank
Sweden
$79.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$804M
5
BlackRock
5
BlackRock
New York
$178M

Top Sellers

1
HL
1
Harding Loevner
New Jersey
$678M
2
CG
2
Carmignac Gestion
France
$0
3
AI
3
Axiom Investors
Connecticut
$13.8M
4
IUHSA
4
Itau Unibanco Holding S.A.
Brazil
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$228M
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$804M 162,001,882 +10,507,325 +7%
HL
2
Harding Loevner
New Jersey
$678M 136,764,283 -62,772,945 -31%
Goldman Sachs
3
Goldman Sachs
New York
$251M 50,701,396 +28,863,488 +132%
WGI
4
Westwood Global Investments
Massachusetts
$235M 47,474,946 +2,131,784 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$228M 45,918,933 -8,546,278 -16%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$180M 36,255,852 -1,069,364 -3%
BlackRock
7
BlackRock
New York
$178M 35,797,424 +8,397,697 +31%
Vanguard Group
8
Vanguard Group
Pennsylvania
$158M 31,774,278 -2,673,611 -8%
WT
9
Wellcome Trust
United Kingdom
$142M 28,600,000 – –
Franklin Resources
10
Franklin Resources
California
$141M 28,519,556 +268,607 +1%
OCM
11
Oaktree Capital Management
California
$124M 25,086,742 -641,568 -2%
Fisher Asset Management
12
Fisher Asset Management
Washington
$117M 23,659,730 -1,017,680 -4%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$112M 22,493,669 +2,273,617 +11%
MIP
14
Mondrian Investment Partners
United Kingdom
$94.7M 18,938,607 +1,475,497 +8%
State Street
15
State Street
Massachusetts
$92.2M 18,544,883 +2,402 +0%
Dodge & Cox
16
Dodge & Cox
California
$87.6M 17,651,605 +2,157,300 +14%
CI
17
Cambiar Investors
Colorado
$79.5M 16,018,377 +16,018,377 New
Swedbank
18
Swedbank
Sweden
$79.4M 16,000,000 +16,000,000 New
BAMCO Inc
19
BAMCO Inc
New York
$69.6M 14,022,275 +477,952 +4%
Macquarie Group
20
Macquarie Group
Australia
$64.5M 12,998,949 -77,888 -0.6%
CS
21
Credit Suisse
Switzerland
$58.5M 11,804,030 -170,999 -1%
Morgan Stanley
22
Morgan Stanley
New York
$54.1M 10,915,455 +3,090,768 +40%
SCP
23
Seafarer Capital Partners
California
$53.8M 10,846,000 +1,424,000 +15%
Northern Trust
24
Northern Trust
Illinois
$43.7M 8,809,757 +823,402 +10%
Bank of America
25
Bank of America
North Carolina
$43.4M 8,751,462 +3,306,224 +61%
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