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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B -$30.1M -437,387 -2%
BlackRock
2
BlackRock
New York
$1.84B -$114M -1,660,312 -6%
State Street
3
State Street
Massachusetts
$1.3B -$2.97M -43,124 -0.3%
Capital World Investors
4
Capital World Investors
California
$1.04B +$40.5M +589,078 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$977M +$49.1M +714,249 +6%
Boston Partners
6
Boston Partners
Massachusetts
$938M +$870K +12,640 +0.1%
Primecap Management
7
Primecap Management
California
$856M +$94.4M +1,372,333 +14%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$558M +$15.3M +222,754 +3%
LSV Asset Management
9
LSV Asset Management
Illinois
$531M +$16.1M +234,467 +4%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$439M -$13.8M -200,100 -3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$402M -$19.8M -287,271 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$338M -$4.33M -62,996 -1%
Northern Trust
13
Northern Trust
Illinois
$326M -$12.2M -176,652 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$303M -$2.07M -30,083 -0.8%
Bessemer Group
15
Bessemer Group
New Jersey
$295M +$11M +159,496 +4%
Principal Financial Group
16
Principal Financial Group
Iowa
$285M +$14.3M +207,218 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$282M -$50.3M -731,021 -17%
Norges Bank
18
Norges Bank
Norway
$280M +$30.9M +449,377 +14%
AQR Capital Management
19
AQR Capital Management
Connecticut
$276M -$56.4M -820,305 -19%
Morgan Stanley
20
Morgan Stanley
New York
$255M +$5.35M +77,706 +2%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$248M -$18.6M -269,694 -8%
Goldman Sachs
22
Goldman Sachs
New York
$244M +$69.2M +1,005,239 +46%
Deutsche Bank
23
Deutsche Bank
Germany
$241M +$33.5M +487,064 +18%
EIP
24
Epoch Investment Partners
New York
$228M -$8.88M -129,066 -4%
EVM
25
Eaton Vance Management
Massachusetts
$214M +$30M +436,199 +19%

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.