Intercorp Financial Services
36 hedge funds and large institutions have $260M invested in Intercorp Financial Services in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.
16% more capital invested
Capital invested by funds: $224M → $260M (+$36.2M)
0.17% less ownership
Funds ownership: 8.69% → 8.52% (-0.17%)
5% less funds holding
Funds holding: 38 → 36 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$3.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.91M |
| 3 |
BlackRock
New York
|
+$1.1M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$977K |
| 5 |
Franklin Resources
San Mateo,
California
|
+$644K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.04M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$3.23M |
| 3 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$1.3M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$1.13M |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$718K |
IFS Hedge Fund Activity: Q4 2021 in Review
36 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q4 2021, worth a combined $260M — up 16% from $224M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IFS and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 10 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $3.2M. The largest seller was JP Morgan Chase, cutting an estimated $5.04M.
- 36 institutional investors held Intercorp Financial Services (IFS) as of Q4 2021, down from 38 in Q3 2021.
- Funds reported $260M of Intercorp Financial Services stock for Q4 2021, up 16% quarter-over-quarter.
- 4 funds opened new Intercorp Financial Services positions in Q4 2021 and 6 closed out, a net change of -2 holders.
- The largest Intercorp Financial Services buyer in Q4 2021 was Schroder Investment Management Group, an estimated $3.2M added.
- The largest Intercorp Financial Services seller in Q4 2021 was JP Morgan Chase, an estimated $5.04M sold.
Based on aggregated 13F filings for Q4 2021.