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Itaú Unibanco
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Overview Fund Activity

325 hedge funds and large institutions have $4.14B invested in Itaú Unibanco in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 136 reducing their positions, and 56 closing their positions.

Holders
325
Holders Change
-18
Holders Change %
-5.25%
% of All Funds
4.33%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
43
Increased
96
Reduced
136
Closed
56
Calls
$27.7M
Puts
$24.4M
Net Calls
+$3.32M
Net Calls Change
-$5.52M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$205M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$253M
3
Bank of America
3
Bank of America
North Carolina
$127M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$71.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$54.3M

Top Sellers

1
WGI
1
Westwood Global Investments
Massachusetts
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$69.9M
3
OAG
3
Orbis Allan Gray
Bermuda
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$27.8M
5
OCM
5
Oaktree Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$371M 74,116,913 -9,007,177 -11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$253M 51,044,340 +27,559,997 +117%
Fisher Asset Management
3
Fisher Asset Management
Washington
$251M 50,623,204 +35,571 +0.1%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$238M 48,018,726 +4,151,459 +9%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$236M 47,489,609 -3,339,906 -7%
Morgan Stanley
6
Morgan Stanley
New York
$205M 41,235,625 +36,917,827 +855%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$197M 39,658,215 +1,286,014 +3%
Franklin Resources
8
Franklin Resources
California
$141M 28,389,460 +489,873 +2%
Bank of America
9
Bank of America
North Carolina
$127M 25,584,177 +19,365,644 +311%
Vanguard Group
10
Vanguard Group
Pennsylvania
$114M 23,043,737 -75,763 -0.3%
BlackRock
11
BlackRock
New York
$98.7M 19,892,263 -2,199,451 -10%
IUHSA
12
Itau Unibanco Holding S.A.
Brazil
$86.9M 17,518,732 -4,100,895 -19%
Dodge & Cox
13
Dodge & Cox
California
$82.4M 16,621,005 +1,058,400 +7%
CG
14
Carmignac Gestion
France
$81.7M 16,469,073 +350,900 +2%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$71.1M 14,325,367 +14,325,367 New
William Blair Investment Management
16
William Blair Investment Management
Illinois
$69.9M 14,098,139 -28,955,558 -67%
PL
17
Perpetual Ltd
Australia
$67.9M 13,681,494 +51,688 +0.4%
State Street
18
State Street
Massachusetts
$64.6M 12,766,938 +244,452 +2%
Capital Research Global Investors
19
Capital Research Global Investors
California
$61.1M 12,319,815 -2,957,973 -19%
Renaissance Technologies
20
Renaissance Technologies
New York
$54.3M 10,955,677 +4,694,303 +75%
Marshall Wace
21
Marshall Wace
United Kingdom
$54.2M 10,933,960 +2,335,830 +27%
DCM
22
Driehaus Capital Management
Illinois
$51.5M 10,373,676 -5,713,806 -36%
SCP
23
Seafarer Capital Partners
California
$50.5M 10,174,000 – –
Capital World Investors
24
Capital World Investors
California
$50.4M 10,154,528 -24,982 -0.2%
NC
25
Northcape Capital
Australia
$48.4M 9,765,549 +643,532 +7%
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