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Intercorp Financial Services

37 hedge funds and large institutions have $207M invested in Intercorp Financial Services in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% more ownership

Funds ownership: 7.73%7.96% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

7% less capital invested

Capital invested by funds: $221M → $207M (-$14.5M)

12% less funds holding

Funds holding: 4237 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
9
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change

IFS Hedge Fund Activity: Q3 2023 in Review

37 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q3 2023, worth a combined $207M — down 6.5% from $221M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IFS and 4 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Fidelity Investments, adding an estimated $7.05M. The largest seller was Franklin Resources, cutting an estimated $1.2M.

  • 37 institutional investors held Intercorp Financial Services (IFS) as of Q3 2023, down from 42 in Q2 2023.
  • Funds reported $207M of Intercorp Financial Services stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 4 funds opened new Intercorp Financial Services positions in Q3 2023 and 9 closed out, a net change of -5 holders.
  • The largest Intercorp Financial Services buyer in Q3 2023 was Fidelity Investments, an estimated $7.05M added.
  • The largest Intercorp Financial Services seller in Q3 2023 was Franklin Resources, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2023.