Intercorp Financial Services
38 hedge funds and large institutions have $224M invested in Intercorp Financial Services in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 8 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.63% less ownership
Funds ownership: 9.32% → 8.69% (-0.63%)
3% less funds holding
Funds holding: 39 → 38 (-1)
17% less capital invested
Capital invested by funds: $271M → $224M (-$47.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$16.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.37M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$3.02M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$1.16M |
| 5 |
Morgan Stanley
New York
|
+$836K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$30.7M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$8.33M |
| 3 |
CG
Compass Group
New York
|
-$3.56M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.63M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$1.2M |
IFS Hedge Fund Activity: Q3 2021 in Review
38 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q3 2021, worth a combined $224M — down 17% from $271M a quarter earlier.
Fund positioning in IFS was balanced in Q3 2021: 8 funds opened new positions, 8 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was Franklin Resources, adding an estimated $16.1M. The largest seller was Goldman Sachs, cutting an estimated $30.7M.
- 38 institutional investors held Intercorp Financial Services (IFS) as of Q3 2021, down from 39 in Q2 2021.
- Funds reported $224M of Intercorp Financial Services stock for Q3 2021, down 17% quarter-over-quarter.
- 8 funds opened new Intercorp Financial Services positions in Q3 2021 and 8 closed out, a net change of 0 holders.
- The largest Intercorp Financial Services buyer in Q3 2021 was Franklin Resources, an estimated $16.1M added.
- The largest Intercorp Financial Services seller in Q3 2021 was Goldman Sachs, an estimated $30.7M sold.
Based on aggregated 13F filings for Q3 2021.