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Intercorp Financial Services

42 hedge funds and large institutions have $221M invested in Intercorp Financial Services in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more capital invested

Capital invested by funds: $206M → $221M (+$15.2M)

0.09% less ownership

Funds ownership: 7.82%7.73% (-0.09%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4342 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
13
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$69.4M +$3.4K +148 +0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$66.1M +$1.23M +53,687 +2%
NM
3
NWI Management
New York
$25.2M
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$17.3M +$85.9K +3,733 +0.5%
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$5.92M -$66.7K -2,900 -1%
DCM
6
Discovery Capital Management
Connecticut
$5.51M
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$4.67M +$75.3K +3,272 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$4.29M -$50.9K -2,214 -1%
CI Investments Inc
9
CI Investments Inc
Ontario, Canada
$3.21M -$974K -42,368 -25%
BlackRock
10
BlackRock
New York
$2.03M -$108K -4,681 -5%
Morgan Stanley
11
Morgan Stanley
New York
$1.63M +$483K +21,007 +47%
CG
12
Compass Group
New York
$1.53M +$957K +41,627 +208%
PPFA
13
Provida Pension Fund Administrator
Chile
$1.51M
State Street
14
State Street
Massachusetts
$1.35M +$688K +29,935 +122%
Principal Financial Group
15
Principal Financial Group
Iowa
$1.27M
Millennium Management
16
Millennium Management
New York
$1.19M -$2.28M -99,015 -67%
HI
17
Helikon Investments
United Kingdom
$1.15M +$1.07M +46,338 New
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.08M
American Century Companies
19
American Century Companies
Missouri
$851K
Boston Partners
20
Boston Partners
Massachusetts
$840K
Citadel Advisors
21
Citadel Advisors
Florida
$835K +$2.74K +119 +0.4%
Jane Street
22
Jane Street
New York
$589K +$546K +23,724 New
Marshall Wace
23
Marshall Wace
United Kingdom
$538K -$701K -30,490 -58%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$532K +$66.4K +2,886 +16%
CCIA
25
Campbell & Co Investment Adviser
Maryland
$530K +$491K +21,350 New

IFS Hedge Fund Activity: Q2 2023 in Review

42 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q2 2023, worth a combined $221M — up 7.4% from $206M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IFS and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 13 added.

The largest buyer was Fidelity Investments, adding an estimated $1.23M. The largest seller was Millennium Management, cutting an estimated $2.28M.

  • 42 institutional investors held Intercorp Financial Services (IFS) as of Q2 2023, down from 43 in Q1 2023.
  • Funds reported $221M of Intercorp Financial Services stock for Q2 2023, up 7.4% quarter-over-quarter.
  • 5 funds opened new Intercorp Financial Services positions in Q2 2023 and 6 closed out, a net change of -1 holder.
  • The largest Intercorp Financial Services buyer in Q2 2023 was Fidelity Investments, an estimated $1.23M added.
  • The largest Intercorp Financial Services seller in Q2 2023 was Millennium Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q2 2023.