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DFS

Discover Financial Services

Delisted

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

718 hedge funds and large institutions have $9.22B invested in Discover Financial Services in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 238 increasing their positions, 308 reducing their positions, and 228 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $98.4M | Put options by funds: $90.6M

0.98% less ownership

Funds ownership: 84.82%83.85% (-0.98%)

19% less funds holding

Funds holding: 883718 (-165)

23% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 308

59% less capital invested

Capital invested by funds: $22.5B → $9.22B (-$13.3B)

64% less funds holding in top 10

Funds holding in top 10: 114 (-7)

68% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 228

Holders
718
Holders Change
-165
Holders Change %
-18.69%
% of All Funds
15.82%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.09%
New
74
Increased
238
Reduced
308
Closed
228
Calls
$98.4M
Puts
$90.6M
Net Calls
+$7.74M
Net Calls Change
+$55M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$79.1M -$2.48M -37,438 -2%
GT
27
Glenmede Trust
Pennsylvania
$78.5M
Legal & General Group
28
Legal & General Group
United Kingdom
$73.3M +$2.24M +33,850 +2%
PPA
29
Parametric Portfolio Associates
Washington
$72.3M +$7.15M +107,965 +6%
Ninety One (UK)
30
Ninety One (UK)
United Kingdom
$71.1M -$62.5M -943,096 -32%
First Trust Advisors
31
First Trust Advisors
Illinois
$62.7M +$41.9M +632,941 +56%
Charles Schwab
32
Charles Schwab
California
$58.7M -$7.36M -111,077 -6%
UBS AM
33
UBS AM
Illinois
$56.1M +$8.95M +135,133 +9%
TCAM
34
Turtle Creek Asset Management
Ontario, Canada
$54.8M +$62.1M +937,775 +157%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$54M +$1.11M +16,697 +1%
EVM
36
Eaton Vance Management
Massachusetts
$51.8M -$10.3M -156,049 -10%
Barclays
37
Barclays
United Kingdom
$49.7M +$181K +2,731 +0.2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$46.2M -$7.08M -106,891 -8%
DWA
39
Douglass Winthrop Advisors
New York
$45.6M +$84.6M +1,277,839 New
Invesco
40
Invesco
Georgia
$43.8M -$47.8M -722,085 -37%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$42M +$18.4M +278,012 +31%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$38.3M +$2.26M +34,124 +3%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$37.7M -$88.2M -1,331,088 -52%
Allianz Asset Management
44
Allianz Asset Management
Germany
$36.9M +$32.5M +490,262 +90%
Victory Capital Management
45
Victory Capital Management
Texas
$34.3M +$13M +196,960 +26%
Citigroup
46
Citigroup
New York
$33.7M +$7.31M +110,292 +13%
AIA
47
Avalon Investment & Advisory
Texas
$32.7M +$28.1M +424,924 +87%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$31.6M +$4.46M +67,301 +8%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$30.3M +$2.87M +43,381 +5%
Korea Investment Corp
50
Korea Investment Corp
South Korea
$29.8M +$6.13M +92,541 +12%

DFS Hedge Fund Activity: Q1 2020 in Review

718 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2020, worth a combined $9.22B — down 59% from $22.5B a quarter earlier.

Sellers outnumbered buyers: 228 funds closed out of DFS and 74 opened new positions — a net loss of 154 holders — while 308 trimmed existing stakes and 238 added.

The largest buyer was Fidelity Investments, adding an estimated $496M. The largest seller was Capital World Investors, cutting an estimated $430M.

  • 718 institutional investors held Discover Financial Services (DFS) as of Q1 2020, down from 883 in Q4 2019.
  • Funds reported $9.22B of Discover Financial Services stock for Q1 2020, down 59% quarter-over-quarter.
  • 74 funds opened new Discover Financial Services positions in Q1 2020 and 228 closed out, a net change of -154 holders.
  • The largest Discover Financial Services buyer in Q1 2020 was Fidelity Investments, an estimated $496M added.
  • The largest Discover Financial Services seller in Q1 2020 was Capital World Investors, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2020.