We are live on ! Find out more
IFS icon

Intercorp Financial Services

39 hedge funds and large institutions have $310M invested in Intercorp Financial Services in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

19% more capital invested

Capital invested by funds: $260M → $310M (+$50.1M)

8% more funds holding

Funds holding: 3639 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 8.52%7.79% (-0.73%)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
12
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$96.4M -$13.2M -415,551 -13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$58.2M -$2.7M -84,872 -5%
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$40.3M -$16.6M -522,630 -31%
NM
4
NWI Management
New York
$34.7M
BlackRock
5
BlackRock
New York
$27.9M +$1.58M +49,574 +7%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$11M +$1.82M +57,039 +21%
Handelsbanken Fonder
7
Handelsbanken Fonder
Sweden
$8.51M +$567K +17,800 +8%
JP Morgan Chase
8
JP Morgan Chase
New York
$6.28M -$157K -4,929 -3%
State Street
9
State Street
Massachusetts
$5.09M +$450K +14,130 +11%
DCM
10
Discovery Capital Management
Connecticut
$4.87M
PPFA
11
Provida Pension Fund Administrator
Chile
$2.06M +$1.94M +60,895 New
AllianceBernstein
12
AllianceBernstein
Tennessee
$2.02M +$1.87M +58,580 New
Morgan Stanley
13
Morgan Stanley
New York
$1.46M +$82.2K +2,582 +7%
RG
14
Renaissance Group
Kentucky
$1.17M -$302K -9,492 -22%
AQR Capital Management
15
AQR Capital Management
Connecticut
$1.11M
American Century Companies
16
American Century Companies
Missouri
$842K +$230K +7,216 +42%
PPA
17
Parametric Portfolio Associates
Washington
$719K -$37K -1,162 -5%
PAMS
18
Pictet Asset Management (Switzerland)
Switzerland
$711K
CG
19
Compass Group
New York
$692K
Legal & General Group
20
Legal & General Group
United Kingdom
$680K +$14.8K +465 +2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$609K +$561K +17,621 New
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$512K -$241K -7,577 -34%
ERSOT
23
Employees Retirement System of Texas
Texas
$487K +$242K +7,600 +117%
Prudential Financial
24
Prudential Financial
New Jersey
$487K +$449K +14,100 New
CS
25
Credit Suisse
Switzerland
$473K +$350 +11 +0.1%

IFS Hedge Fund Activity: Q1 2022 in Review

39 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q1 2022, worth a combined $310M — up 19% from $260M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IFS positions and 7 closed out — a net gain of 3 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Provida Pension Fund Administrator, opening a new position worth an estimated $1.94M. The largest seller was CI Investments Inc, cutting an estimated $16.6M.

  • 39 institutional investors held Intercorp Financial Services (IFS) as of Q1 2022, up from 36 in Q4 2021.
  • Funds reported $310M of Intercorp Financial Services stock for Q1 2022, up 19% quarter-over-quarter.
  • 10 funds opened new Intercorp Financial Services positions in Q1 2022 and 7 closed out, a net change of +3 holders.
  • The largest Intercorp Financial Services buyer in Q1 2022 was Provida Pension Fund Administrator, an estimated $1.94M added.
  • The largest Intercorp Financial Services seller in Q1 2022 was CI Investments Inc, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2022.