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Intercorp Financial Services

46 hedge funds and large institutions have $270M invested in Intercorp Financial Services in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $226M → $270M (+$43.7M)

12% more funds holding

Funds holding: 4146 (+5)

0.73% more ownership

Funds ownership: 8.23%8.96% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
17
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$57.1M -$10.6M -448,354 -17%
Franklin Resources
2
Franklin Resources
California
$56M -$781K -32,984 -2%
NM
3
NWI Management
New York
$26.8M
HI
4
Helikon Investments
United Kingdom
$25.5M +$4.58M +193,474 +25%
BlackRock
5
BlackRock
New York
$23.5M +$6.22M +262,659 +41%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$21.5M +$5.99M +252,751 +44%
JP Morgan Chase
7
JP Morgan Chase
New York
$7.53M -$300K -12,650 -4%
Principal Financial Group
8
Principal Financial Group
Iowa
$6.04M +$4.27M +180,043 +351%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$5.95M +$1.11M +46,695 +26%
Citigroup
10
Citigroup
New York
$5.59M +$4.16M +175,734 +467%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$5.26M +$275K +11,612 +6%
State Street
12
State Street
Massachusetts
$3.75M +$398K +16,793 +13%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$3.46M +$3.14M +132,525 New
Morgan Stanley
14
Morgan Stanley
New York
$3.05M -$387K -16,353 -12%
UBS AM
15
UBS AM
Illinois
$2.23M
Marshall Wace
16
Marshall Wace
United Kingdom
$2.09M -$105K -4,447 -5%
PPFA
17
Provida Pension Fund Administrator
Chile
$1.59M
Citadel Advisors
18
Citadel Advisors
Florida
$1.51M +$235K +9,904 +21%
HF
19
HRT Financial
New York
$957K -$247K -10,412 -22%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$892K +$292K +12,337 +56%
American Century Companies
21
American Century Companies
Missouri
$870K +$25.3K +1,066 +3%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$794K
Northern Trust
23
Northern Trust
Illinois
$786K +$82.8K +3,495 +13%
Boston Partners
24
Boston Partners
Massachusetts
$676K
Dodge & Cox
25
Dodge & Cox
California
$676K -$27K -1,141 -4%

IFS Hedge Fund Activity: Q3 2024 in Review

46 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q3 2024, worth a combined $270M — up 19% from $226M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IFS positions and 6 closed out — a net gain of 5 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $6.22M. The largest seller was AllianceBernstein, exiting entirely with an estimated $15.2M sold.

  • 46 institutional investors held Intercorp Financial Services (IFS) as of Q3 2024, up from 41 in Q2 2024.
  • Funds reported $270M of Intercorp Financial Services stock for Q3 2024, up 19% quarter-over-quarter.
  • 11 funds opened new Intercorp Financial Services positions in Q3 2024 and 6 closed out, a net change of +5 holders.
  • The largest Intercorp Financial Services buyer in Q3 2024 was BlackRock, an estimated $6.22M added.
  • The largest Intercorp Financial Services seller in Q3 2024 was AllianceBernstein, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2024.