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DFS

Discover Financial Services

Delisted

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

740 hedge funds and large institutions have $15.1B invested in Discover Financial Services in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 209 increasing their positions, 306 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

18% more capital invested

Capital invested by funds: $12.9B → $15.1B (+$2.26B)

1.58% more ownership

Funds ownership: 84.18%85.76% (+1.6%)

7% more call options, than puts

Call options by funds: $209M | Put options by funds: $196M

2% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 89

0% less funds holding

Funds holding: 741740 (-1)

32% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 306

Holders
740
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
14.93%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.26%
New
91
Increased
209
Reduced
306
Closed
89
Calls
$209M
Puts
$196M
Net Calls
+$13.2M
Net Calls Change
-$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$127M -$14.6M -279,701 -11%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$125M -$4.98M -95,122 -4%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$113M -$13.7M -261,545 -12%
Ameriprise
29
Ameriprise
Minnesota
$113M +$22.8M +436,036 +29%
Legal & General Group
30
Legal & General Group
United Kingdom
$112M -$3.87M -73,802 -4%
PPA
31
Parametric Portfolio Associates
Washington
$111M -$378K -7,221 -0.4%
EC
32
Eminence Capital
New York
$104M +$93.9M +1,792,314 New
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$96.9M +$30M +573,392 +52%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$91.7M +$1.06M +20,231 +1%
Barclays
35
Barclays
United Kingdom
$88.3M +$2.23M +42,627 +3%
TCAM
36
Turtle Creek Asset Management
Ontario, Canada
$84.7M -$419K -8,000 -0.5%
Deutsche Bank
37
Deutsche Bank
Germany
$83.7M +$6.42M +122,560 +9%
EVM
38
Eaton Vance Management
Massachusetts
$82.4M -$230K -4,395 -0.3%
UBS AM
39
UBS AM
Illinois
$81.5M +$2.21M +42,263 +3%
KFM
40
KG Funds Management
New York
$79.8M +$16.1M +307,200 +29%
Bank of America
41
Bank of America
North Carolina
$76.7M +$721K +13,769 +1%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$76.5M -$1.13M -21,667 -2%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$76.5M -$3.19K -61 -0%
Invesco
44
Invesco
Georgia
$74.7M -$4.9M -93,554 -7%
Parnassus Investments
45
Parnassus Investments
California
$71.6M +$12.6M +240,000 +24%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$60.9M +$1.35M +25,789 +3%
UBS Group
47
UBS Group
Switzerland
$59.1M +$971K +18,540 +2%
Allianz Asset Management
48
Allianz Asset Management
Germany
$57.1M +$6M +114,658 +13%
TCM
49
TimesSquare Capital Management
New York
$51.1M +$2.63M +50,290 +6%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$50M +$1.63M +31,038 +4%

DFS Hedge Fund Activity: Q3 2020 in Review

740 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2020, worth a combined $15.1B — up 18% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFS positions and 89 closed out — a net gain of 2 holders — while 209 added to existing stakes and 306 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, opening a new position worth an estimated $252M. The largest seller was Capital World Investors, cutting an estimated $131M.

  • 740 institutional investors held Discover Financial Services (DFS) as of Q3 2020, down from 741 in Q2 2020.
  • Funds reported $15.1B of Discover Financial Services stock for Q3 2020, up 18% quarter-over-quarter.
  • 91 funds opened new Discover Financial Services positions in Q3 2020 and 89 closed out, a net change of +2 holders.
  • The largest Discover Financial Services buyer in Q3 2020 was WINDACRE PARTNERSHIP LLC, an estimated $252M added.
  • The largest Discover Financial Services seller in Q3 2020 was Capital World Investors, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2020.