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DFS

Discover Financial Services

Delisted

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

858 hedge funds and large institutions have $24B invested in Discover Financial Services in 2020 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 240 increasing their positions, 311 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 61

69% more funds holding in top 10

Funds holding in top 10: 1322 (+9)

58% more capital invested

Capital invested by funds: $15.1B → $24B (+$8.83B)

16% more funds holding

Funds holding: 740858 (+118)

0.7% more ownership

Funds ownership: 85.76%86.46% (+0.7%)

2% less call options, than puts

Call options by funds: $241M | Put options by funds: $246M

23% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 311

Holders
858
Holders Change
+118
Holders Change %
+15.95%
% of All Funds
15.18%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.39%
New
191
Increased
240
Reduced
311
Closed
61
Calls
$241M
Puts
$246M
Net Calls
-$5.71M
Net Calls Change
-$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$191M +$32.2M +432,284 +26%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$186M +$34.8M +466,233 +29%
Truist Financial
28
Truist Financial
North Carolina
$185M -$11.2M -149,918 -7%
Goldman Sachs
29
Goldman Sachs
New York
$178M -$34.9M -468,144 -19%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$176M -$1.36M -18,272 -0.9%
Legal & General Group
31
Legal & General Group
United Kingdom
$175M +$8.65K +116 +0%
EC
32
Eminence Capital
New York
$169M +$5.25M +70,435 +4%
Bank of America
33
Bank of America
North Carolina
$159M +$31.8M +426,486 +32%
PPA
34
Parametric Portfolio Associates
Washington
$157M -$13.2M -177,282 -9%
Barclays
35
Barclays
United Kingdom
$157M +$15M +201,706 +13%
Deutsche Bank
36
Deutsche Bank
Germany
$136M +$3.56M +47,782 +3%
EVM
37
Eaton Vance Management
Massachusetts
$129M -$379K -5,080 -0.4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$127M +$5.71M +76,480 +6%
UBS AM
39
UBS AM
Illinois
$126M -$1.07M -14,281 -1%
Ameriprise
40
Ameriprise
Minnesota
$125M -$42.9M -575,184 -29%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$122M +$1.59M +21,329 +2%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$117M +$31.8M +426,844 +49%
ACM
43
Alua Capital Management
New York
$113M +$93M +1,246,108 New
Parnassus Investments
44
Parnassus Investments
California
$112M
Invesco
45
Invesco
Georgia
$110M -$5.72M -76,694 -6%
ASC
46
Atalanta Sosnoff Capital
New York
$105M +$42.1M +563,963 +95%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$104M +$7.05M +94,533 +9%
Barrow, Hanley, Mewhinney & Strauss
48
Barrow, Hanley, Mewhinney & Strauss
Texas
$104M +$61.5M +823,939 +257%
TCAM
49
Turtle Creek Asset Management
Ontario, Canada
$103M -$24.7M -330,850 -23%
Allianz Asset Management
50
Allianz Asset Management
Germany
$102M +$10M +134,028 +14%

DFS Hedge Fund Activity: Q4 2020 in Review

858 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2020, worth a combined $24B — up 58% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new DFS positions and 61 closed out — a net gain of 130 holders — while 240 added to existing stakes and 311 trimmed.

The largest buyer was Macquarie Group, adding an estimated $613M. The largest seller was Tybourne Capital Management, exiting entirely with an estimated $291M sold.

  • 858 institutional investors held Discover Financial Services (DFS) as of Q4 2020, up from 740 in Q3 2020.
  • Funds reported $24B of Discover Financial Services stock for Q4 2020, up 58% quarter-over-quarter.
  • 191 funds opened new Discover Financial Services positions in Q4 2020 and 61 closed out, a net change of +130 holders.
  • The largest Discover Financial Services buyer in Q4 2020 was Macquarie Group, an estimated $613M added.
  • The largest Discover Financial Services seller in Q4 2020 was Tybourne Capital Management, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2020.