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Intercorp Financial Services

67 hedge funds and large institutions have $369M invested in Intercorp Financial Services in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46% more funds holding

Funds holding: 4667 (+21)

36% more capital invested

Capital invested by funds: $270M → $369M (+$98.5M)

2.02% more ownership

Funds ownership: 8.96%10.99% (+2%)

Holders
67
Holders Change
+21
Holders Change %
+45.65%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
24
Increased
24
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$64.1M
Franklin Resources
2
Franklin Resources
California
$58.4M -$2.3M -82,429 -4%
NM
3
NWI Management
New York
$29.6M
HI
4
Helikon Investments
United Kingdom
$28.6M
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$23.7M -$364K -13,061 -2%
BlackRock
6
BlackRock
New York
$20M -$6.06M -217,076 -24%
Millennium Management
7
Millennium Management
New York
$16.3M +$14.8M +531,762 +2,109%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$13M +$11.5M +411,450 +1,200%
Principal Financial Group
9
Principal Financial Group
Iowa
$11.2M +$4.19M +150,000 +65%
SC
10
Sagil Capital
United Kingdom
$9.06M +$8.62M +308,943 New
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$8.22M +$2.2M +78,822 +39%
JP Morgan Chase
12
JP Morgan Chase
New York
$8.11M -$335K -12,020 -4%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$8.06M +$1.32M +47,295 +21%
Morgan Stanley
14
Morgan Stanley
New York
$6.7M +$3.12M +111,670 +96%
Citigroup
15
Citigroup
New York
$6.19M
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$5.36M +$1.4M +50,257 +38%
Marshall Wace
17
Marshall Wace
United Kingdom
$5.05M +$2.57M +92,188 +115%
State Street
18
State Street
Massachusetts
$4.94M +$692K +24,800 +17%
DCM
19
Driehaus Capital Management
Illinois
$4.9M +$4.66M +167,038 New
MFS
20
Mirabella Financial Services
United Kingdom
$3.75M +$3.07M +109,900 +614%
UBS AM
21
UBS AM
Illinois
$2.6M +$97.7K +3,500 +4%
BBP
22
Banco BTG Pactual
Brazil
$1.88M +$1.8M +64,446 New
Northern Trust
23
Northern Trust
Illinois
$1.8M +$869K +31,136 +104%
PPFA
24
Provida Pension Fund Administrator
Chile
$1.79M
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$1.69M +$1.6M +57,512 New

IFS Hedge Fund Activity: Q4 2024 in Review

67 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q4 2024, worth a combined $369M — up 36% from $270M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IFS positions and 3 closed out — a net gain of 21 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.8M. The largest seller was BlackRock, cutting an estimated $6.06M.

  • 67 institutional investors held Intercorp Financial Services (IFS) as of Q4 2024, up from 46 in Q3 2024.
  • Funds reported $369M of Intercorp Financial Services stock for Q4 2024, up 36% quarter-over-quarter.
  • 24 funds opened new Intercorp Financial Services positions in Q4 2024 and 3 closed out, a net change of +21 holders.
  • The largest Intercorp Financial Services buyer in Q4 2024 was Millennium Management, an estimated $14.8M added.
  • The largest Intercorp Financial Services seller in Q4 2024 was BlackRock, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2024.