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DFS

Discover Financial Services

Delisted

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

724 hedge funds and large institutions have $24.5B invested in Discover Financial Services in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 259 increasing their positions, 287 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

64% more call options, than puts

Call options by funds: $133M | Put options by funds: $80.6M

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

7% more capital invested

Capital invested by funds: $22.8B → $24.5B (+$1.63B)

4% more funds holding

Funds holding: 697724 (+27)

1.16% more ownership

Funds ownership: 83.49%84.65% (+1.2%)

10% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 287

Holders
724
Holders Change
+27
Holders Change %
+3.87%
% of All Funds
20.81%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.8%
New
67
Increased
259
Reduced
287
Closed
35
Calls
$133M
Puts
$80.6M
Net Calls
+$52M
Net Calls Change
+$33.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B +$12.3M +209,944 +0.9%
State Street
2
State Street
Massachusetts
$1.24B -$13.3M -227,305 -1%
BIT
3
BlackRock Institutional Trust
California
$776M -$27.4M -468,764 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$710M +$139M +2,375,099 +26%
Artisan Partners
5
Artisan Partners
Wisconsin
$639M +$10.3M +176,300 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$628M +$96.3M +1,648,177 +19%
BA
7
BlackRock Advisors
Delaware
$569M -$23K -393 -0%
Ameriprise
8
Ameriprise
Minnesota
$494M -$32.7M -559,926 -7%
O
9
OppenheimerFunds
New York
$490M -$116M -1,994,077 -20%
Boston Partners
10
Boston Partners
Massachusetts
$484M +$94.8M +1,623,912 +26%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$447M -$45.5M -779,800 -10%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$435M +$61.2M +1,047,971 +18%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$421M +$177M +3,030,254 +80%
EVM
14
Eaton Vance Management
Massachusetts
$393M -$19.2M -329,052 -5%
Northern Trust
15
Northern Trust
Illinois
$386M -$30.1M -515,002 -8%
Bank of America
16
Bank of America
North Carolina
$380M +$26M +445,892 +8%
BIM
17
BlackRock Investment Management
Delaware
$353M +$13.2M +226,729 +4%
BG
18
BlackRock Group
United Kingdom
$334M +$11M +188,069 +4%
Norges Bank
19
Norges Bank
Norway
$317M +$163M +2,793,490 +121%
AL
20
AJO LP
Pennsylvania
$302M -$2.77M -47,370 -1%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$295M +$9.38M +160,630 +3%
BFA
22
BlackRock Fund Advisors
California
$282M -$12.5M -213,636 -4%
LSV Asset Management
23
LSV Asset Management
Illinois
$281M -$7.01M -120,018 -3%
Deutsche Bank
24
Deutsche Bank
Germany
$248M +$8.01M +137,158 +4%
Invesco
25
Invesco
Georgia
$236M -$15M -257,330 -6%

DFS Hedge Fund Activity: Q2 2014 in Review

724 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2014, worth a combined $24.5B — up 7.2% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DFS positions and 35 closed out — a net gain of 32 holders — while 259 added to existing stakes and 287 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $177M. The largest seller was UBS AM, cutting an estimated $212M.

  • 724 institutional investors held Discover Financial Services (DFS) as of Q2 2014, up from 697 in Q1 2014.
  • Funds reported $24.5B of Discover Financial Services stock for Q2 2014, up 7.2% quarter-over-quarter.
  • 67 funds opened new Discover Financial Services positions in Q2 2014 and 35 closed out, a net change of +32 holders.
  • The largest Discover Financial Services buyer in Q2 2014 was T. Rowe Price Associates, an estimated $177M added.
  • The largest Discover Financial Services seller in Q2 2014 was UBS AM, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2014.