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DFS

Discover Financial Services

Delisted

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

689 hedge funds and large institutions have $22.2B invested in Discover Financial Services in 2013 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 212 increasing their positions, 284 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 46

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

9% more funds holding

Funds holding: 634689 (+55)

9% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.75B)

0.51% less ownership

Funds ownership: 83.96%83.44% (-0.51%)

8% less call options, than puts

Call options by funds: $162M | Put options by funds: $176M

25% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 284

Holders
689
Holders Change
+55
Holders Change %
+8.68%
% of All Funds
20%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.75%
New
105
Increased
212
Reduced
284
Closed
46
Calls
$162M
Puts
$176M
Net Calls
-$14.2M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B -$43.7M -833,961 -4%
State Street
2
State Street
Massachusetts
$1.17B -$14.9M -283,989 -1%
BIT
3
BlackRock Institutional Trust
California
$733M -$18.8M -357,795 -3%
O
4
OppenheimerFunds
New York
$642M -$6.1M -116,335 -1%
Artisan Partners
5
Artisan Partners
Wisconsin
$556M -$133M -2,546,169 -20%
BA
6
BlackRock Advisors
Delaware
$528M -$113M -2,147,754 -19%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$496M +$702K +13,400 +0.2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$482M -$187M -3,561,299 -29%
Ameriprise
9
Ameriprise
Minnesota
$454M +$65.2M +1,243,987 +18%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$411M -$15.5M -295,377 -4%
Northern Trust
11
Northern Trust
Illinois
$366M -$7.4M -141,097 -2%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$334M +$33.6M +641,955 +12%
BIM
13
BlackRock Investment Management
Delaware
$303M +$18.2M +346,416 +7%
Boston Partners
14
Boston Partners
Massachusetts
$299M +$39.5M +754,246 +16%
Bank of America
15
Bank of America
North Carolina
$295M +$25.8M +491,897 +10%
BG
16
BlackRock Group
United Kingdom
$290M -$5.32M -101,506 -2%
UBS AM
17
UBS AM
Illinois
$286M -$39M -743,162 -13%
AL
18
AJO LP
Pennsylvania
$283M -$12.4M -236,010 -4%
EVM
19
Eaton Vance Management
Massachusetts
$283M -$25M -477,885 -9%
TCIM
20
TIAA CREF Investment Management
New York
$283M -$32.9M -627,138 -11%
JHIU
21
Janus Henderson Investors US
Colorado
$273M +$30.3M +578,444 +13%
BFA
22
BlackRock Fund Advisors
California
$273M +$2.13M +40,663 +0.8%
LSV Asset Management
23
LSV Asset Management
Illinois
$273M -$5.28M -100,808 -2%
Wells Fargo
24
Wells Fargo
California
$263M +$8.66M +165,182 +4%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$237M +$22.2M +424,043 +11%

DFS Hedge Fund Activity: Q4 2013 in Review

689 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2013, worth a combined $22.2B — up 8.5% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DFS positions and 46 closed out — a net gain of 59 holders — while 212 added to existing stakes and 284 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $85.3M. The largest seller was Sculptor Capital, exiting entirely with an estimated $201M sold.

  • 689 institutional investors held Discover Financial Services (DFS) as of Q4 2013, up from 634 in Q3 2013.
  • Funds reported $22.2B of Discover Financial Services stock for Q4 2013, up 8.5% quarter-over-quarter.
  • 105 funds opened new Discover Financial Services positions in Q4 2013 and 46 closed out, a net change of +59 holders.
  • The largest Discover Financial Services buyer in Q4 2013 was Credit Suisse, an estimated $85.3M added.
  • The largest Discover Financial Services seller in Q4 2013 was Sculptor Capital, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2013.