Intercorp Financial Services
43 hedge funds and large institutions have $206M invested in Intercorp Financial Services in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
6% more capital invested
Capital invested by funds: $194M → $206M (+$12.3M)
2% more funds holding
Funds holding: 42 → 43 (+1)
0.69% more ownership
Funds ownership: 7.13% → 7.82% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.6M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$976K |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$773K |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.69M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$1.48M |
| 3 |
Jane Street
New York
|
-$1.01M |
| 4 |
Morgan Stanley
New York
|
-$882K |
| 5 |
Millennium Management
New York
|
-$419K |
IFS Hedge Fund Activity: Q1 2023 in Review
43 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q1 2023, worth a combined $206M — up 6.4% from $194M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IFS positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 14 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $21.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $1.69M.
- 43 institutional investors held Intercorp Financial Services (IFS) as of Q1 2023, up from 42 in Q4 2022.
- Funds reported $206M of Intercorp Financial Services stock for Q1 2023, up 6.4% quarter-over-quarter.
- 6 funds opened new Intercorp Financial Services positions in Q1 2023 and 5 closed out, a net change of +1 holder.
- The largest Intercorp Financial Services buyer in Q1 2023 was Fidelity Investments, an estimated $21.6M added.
- The largest Intercorp Financial Services seller in Q1 2023 was Schroder Investment Management Group, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2023.