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DFS

Discover Financial Services

Delisted

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

838 hedge funds and large institutions have $23.6B invested in Discover Financial Services in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 228 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 60

100% more funds holding in top 10

Funds holding in top 10: 1122 (+11)

18% more capital invested

Capital invested by funds: $20.1B → $23.6B (+$3.53B)

12% more funds holding

Funds holding: 751838 (+87)

0.93% more ownership

Funds ownership: 83.62%84.55% (+0.93%)

13% less call options, than puts

Call options by funds: $160M | Put options by funds: $183M

30% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 325

Holders
838
Holders Change
+87
Holders Change %
+11.58%
% of All Funds
19.01%
Holding in Top 10
22
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+100%
% of All Funds
0.5%
New
155
Increased
228
Reduced
325
Closed
60
Calls
$160M
Puts
$183M
Net Calls
-$23.4M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
501
Clear Harbor Asset Management
Connecticut
$594K -$6.51M -94,697 -92%
JWBC
502
J.W. Burns & Co
New York
$592K
USGIU
503
U.S. Global Investors (USGI)
Texas
$592K +$530K +7,700 New
GAG
504
GM Advisory Group
New York
$587K +$160K +2,329 +44%
AP
505
Advisor Partners
California
$585K +$23.7K +345 +5%
CAIMH
506
Central Asset Investments & Management Holdings
Hong Kong
$585K +$523K +7,600 New
B
507
Barings
North Carolina
$583K
QC
508
Quadrature Capital
United Kingdom
$583K +$521K +7,569 New
GT
509
Glenview Trust
Kentucky
$559K
SRAM
510
Stone Ridge Asset Management
New York
$556K +$497K +7,222 New
PGWM
511
Parisi Gray Wealth Management
New Jersey
$542K +$485K +7,053 New
PNC
512
Park National Corp
Ohio
$538K
SC
513
Sovarnum Capital
New York
$538K +$482K +7,000 New
MCA
514
Morris Capital Advisors
Pennsylvania
$535K -$757 -11 -0.2%
CAAS
515
Capital Asset Advisory Services
Michigan
$532K -$12.2K -178 -3%
MRCM
516
M&R Capital Management
New Jersey
$516K +$8.26K +120 +2%
LCM
517
Laurion Capital Management
New York
$515K -$371K -5,400 -45%
ECM
518
Everence Capital Management
Indiana
$513K -$256K -3,714 -36%
SCM
519
SKBA Capital Management
California
$512K
CP
520
Camelot Portfolios
Ohio
$511K
SFFS
521
Stonehage Fleming Financial Services
Jersey
$508K -$227K -3,300 -33%
VCA
522
Verdence Capital Advisors
Maryland
$503K +$450K +6,542 New
SLAM
523
Swiss Life Asset Management
$502K +$118K +1,709 +36%
SWM
524
SeaCrest Wealth Management
New York
$500K +$447K +6,495 New
APA
525
American Portfolios Advisors
New York
$499K +$446K +6,481 New

DFS Hedge Fund Activity: Q4 2017 in Review

838 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2017, worth a combined $23.6B — up 18% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new DFS positions and 60 closed out — a net gain of 95 holders — while 228 added to existing stakes and 325 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $141M sold.

  • 838 institutional investors held Discover Financial Services (DFS) as of Q4 2017, up from 751 in Q3 2017.
  • Funds reported $23.6B of Discover Financial Services stock for Q4 2017, up 18% quarter-over-quarter.
  • 155 funds opened new Discover Financial Services positions in Q4 2017 and 60 closed out, a net change of +95 holders.
  • The largest Discover Financial Services buyer in Q4 2017 was Artisan Partners, an estimated $135M added.
  • The largest Discover Financial Services seller in Q4 2017 was Arrowstreet Capital, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.