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DFS

Discover Financial Services
DFS

Delisted

DFS was delisted on the 18th of May, 2025.

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736 hedge funds and large institutions have $25B invested in Discover Financial Services in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 270 increasing their positions, 286 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

18% more funds holding in top 10

Funds holding in top 10: 28 → 33 (+5)

17% more call options, than puts

Call options by funds: $131M | Put options by funds: $112M

2% more funds holding

Funds holding: 724 → 736 (+12)

2% more capital invested

Capital invested by funds: $24.5B → $25B (+$510M)

0.42% less ownership

Funds ownership: 84.65% → 84.23% (-0.42%)

6% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 286

Holders
736
Holders Change
+12
Holders Change %
+1.66%
% of All Funds
21.36%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.96%
New
55
Increased
270
Reduced
286
Closed
34
Calls
$131M
Puts
$112M
Net Calls
+$19.3M
Net Calls Change
-$32.6M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$61.6M
2
SFM
Systematic Financial Management
New Jersey
+$48.8M
3
PIA
Piedmont Investment Advisors
North Carolina
+$46.3M
4
TAM
Todd Asset Management
Kentucky
+$44.1M
5
CS
Credit Suisse
Switzerland
+$41.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$184M
2
Norges Bank
Norges Bank
Norway
-$153M
3
Bank of America
Bank of America
North Carolina
-$75.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$50.8M
5
MAM
Marketfield Asset Management
New York
-$45.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
351
Polaris Wealth Advisory Group
California
$3.39M +$442K +7,045 +15%
MHI
352
Miller Howard Investments
New York
$3.31M -$575K -9,171 -15%
EAM
353
EULAV Asset Management
Florida
$3.28M – – –
RC
354
RegentAtlantic Capital
New Jersey
$3.27M -$88.5K -1,412 -3%
AI
355
Atria Investments
North Carolina
$3.24M +$911K +14,531 +41%
HCS
356
Harvest Capital Strategies
California
$3.24M +$192K +3,061 +6%
RFC
357
Regions Financial Corp
Alabama
$3.22M -$176K -2,808 -5%
MIM
358
Midwest Investment Management
Ohio
$3.19M -$63K -1,005 -2%
BAC
359
Boys Arnold & Co
North Carolina
$3.19M -$664K -10,600 -18%
CBOA
360
Commonwealth Bank of Australia
Australia
$3.16M +$62.7K +1,000 +2%
P
361
Pitcairn
Pennsylvania
$3.12M -$1.63K -26 -0.1%
HFS
362
HL Financial Services
Kentucky
$3.06M -$122K -1,941 -4%
FSA
363
Financial Sense Advisors
California
$3.04M +$2.96M +47,195 New
AP
364
AHL Partners
United Kingdom
$3.04M +$2.96M +47,189 New
SAMNY
365
Samsung Asset Management (New York)
New York
$3.01M -$32.6K -520 -1%
MIS
366
Morningstar Investment Services
Illinois
$3M +$101K +1,609 +4%
PWM
367
Perigon Wealth Management
California
$3M +$6.27K +100 +0.2%
Fiera Capital (Canada)
368
Fiera Capital (Canada)
Quebec, Canada
$2.98M +$142K +2,261 +5%
AIMCA
369
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.96M +$2.88M +45,900 New
MIM
370
Marco Investment Management
Georgia
$2.95M -$31.3K -499 -1%
MC
371
Muhlenkamp & Co
Pennsylvania
$2.86M – – –
SMDAM
372
Sumitomo Mitsui DS Asset Management
Japan
$2.82M -$194K -3,087 -7%
MC
373
Menta Capital
California
$2.75M +$1.37M +21,800 +104%
Brown Advisory
374
Brown Advisory
Maryland
$2.73M +$230K +3,668 +9%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$2.69M +$451K +7,187 +21%
13 14
15
16 17

DFS Hedge Fund Activity: Q3 2014 in Review

736 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2014, worth a combined $25B — up 2.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DFS positions and 34 closed out — a net gain of 21 holders — while 270 added to existing stakes and 286 trimmed.

The largest buyer was Boston Partners, adding an estimated $61.6M. The largest seller was Ameriprise, cutting an estimated $184M.

  • 736 institutional investors held Discover Financial Services (DFS) as of Q3 2014, up from 724 in Q2 2014.
  • Funds reported $25B of Discover Financial Services stock for Q3 2014, up 2.1% quarter-over-quarter.
  • 55 funds opened new Discover Financial Services positions in Q3 2014 and 34 closed out, a net change of +21 holders.
  • The largest Discover Financial Services buyer in Q3 2014 was Boston Partners, an estimated $61.6M added.
  • The largest Discover Financial Services seller in Q3 2014 was Ameriprise, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2014.