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DFS

Discover Financial Services

Delisted

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

729 hedge funds and large institutions have $18.6B invested in Discover Financial Services in 2016 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

14% more call options, than puts

Call options by funds: $177M | Put options by funds: $155M

3% more funds holding

Funds holding: 707729 (+22)

4% more capital invested

Capital invested by funds: $17.9B → $18.6B (+$679M)

5% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 280

3.02% less ownership

Funds ownership: 87.27%84.25% (-3%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
729
Holders Change
+22
Holders Change %
+3.11%
% of All Funds
19.46%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
77
Increased
267
Reduced
280
Closed
48
Calls
$177M
Puts
$155M
Net Calls
+$22.1M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MDSL
51
M.D. Sass LLC
New York
$80.3M +$876K +16,100 +1%
Adage Capital Partners
52
Adage Capital Partners
Massachusetts
$78.7M +$68.8M +1,263,900 +620%
CLM
53
ClearBridge LLC (Maryland)
Maryland
$77.8M -$24.9M -456,860 -24%
Barclays
54
Barclays
United Kingdom
$76.8M +$29M +532,617 +59%
SO
55
STRS Ohio
Ohio
$75.8M +$2.71M +49,764 +4%
UBS AM
56
UBS AM
Illinois
$75.3M -$54.2M -995,549 -41%
Stifel Financial
57
Stifel Financial
Missouri
$73.4M +$5.62M +103,316 +8%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$72.3M -$1.46M -26,900 -2%
ClearBridge Investments
59
ClearBridge Investments
New York
$72M -$20.1M -370,297 -22%
JIM
60
Jupiter Investment Management
United Kingdom
$69.5M +$36.1M +663,175 +105%
Ameriprise
61
Ameriprise
Minnesota
$67.3M +$19.2M +352,994 +39%
HCM
62
Herndon Capital Management
Georgia
$67.2M -$34.8M -639,033 -34%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$66.4M -$2.17M -39,804 -3%
CGT
64
Capital Guardian Trust
California
$66.1M -$6.8M -124,934 -9%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$65.8M +$2.15M +39,541 +3%
Invesco
66
Invesco
Georgia
$65.6M +$15.4M +282,307 +30%
Prudential Financial
67
Prudential Financial
New Jersey
$64.2M +$3.06M +56,328 +5%
AT
68
AMF Tjänstepension
Sweden
$63.6M -$5.01M -92,095 -7%
DDC
69
DF Dent & Co
Maryland
$61.9M -$13.5M -248,473 -18%
Goldman Sachs
70
Goldman Sachs
New York
$60.8M -$10M -184,134 -14%
EVM
71
Eaton Vance Management
Massachusetts
$58.1M -$68.6M -1,260,219 -54%
Federated Hermes
72
Federated Hermes
Pennsylvania
$57.4M +$12.4M +228,336 +27%
Loomis, Sayles & Company
73
Loomis, Sayles & Company
Massachusetts
$56.9M -$3.27M -60,021 -5%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$55.8M +$13.5M +248,055 +31%
CS
75
Credit Suisse
Switzerland
$55.1M +$6.87M +126,364 +14%