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DFS

Discover Financial Services

Delisted

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

852 hedge funds and large institutions have $22.3B invested in Discover Financial Services in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 347 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $20.8B → $22.3B (+$1.49B)

3% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 68

0.16% less ownership

Funds ownership: 85.39%85.23% (-0.16%)

1% less funds holding

Funds holding: 857852 (-5)

4% less call options, than puts

Call options by funds: $109M | Put options by funds: $113M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

24% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 347

Holders
852
Holders Change
-5
Holders Change %
-0.58%
% of All Funds
19.48%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
70
Increased
262
Reduced
347
Closed
68
Calls
$109M
Puts
$113M
Net Calls
-$4.37M
Net Calls Change
+$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.89B -$2.26M -29,993 -0.1%
BlackRock
2
BlackRock
New York
$1.72B -$40.6M -539,460 -2%
State Street
3
State Street
Massachusetts
$1.17B -$6.27M -83,302 -0.5%
Capital World Investors
4
Capital World Investors
California
$1.1B +$29.7M +393,987 +3%
Boston Partners
5
Boston Partners
Massachusetts
$969M +$16M +212,506 +2%
Primecap Management
6
Primecap Management
California
$959M +$24M +318,299 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$668M -$180M -2,392,650 -22%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$540M -$40.6M -539,839 -7%
LSV Asset Management
9
LSV Asset Management
Illinois
$520M -$1.27M -16,815 -0.2%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$369M -$33M -437,900 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$346M +$8.69M +115,432 +3%
Bessemer Group
12
Bessemer Group
New Jersey
$304M +$1.55M +20,522 +0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$303M +$20.6M +272,970 +7%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$298M -$21.2M -281,114 -7%
Northern Trust
15
Northern Trust
Illinois
$291M -$12.4M -164,612 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$284M +$4.42M +58,755 +2%
Morgan Stanley
17
Morgan Stanley
New York
$280M -$90.8M -1,206,238 -25%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$259M -$3.83M -50,863 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$249M +$1.16M +15,349 +0.5%
Deutsche Bank
20
Deutsche Bank
Germany
$228M -$12.5M -166,027 -5%
Ninety One (UK)
21
Ninety One (UK)
United Kingdom
$223M +$219M +2,911,814 New
AAMU
22
Amundi Asset Management US
Massachusetts
$220M -$91.4M -1,213,552 -30%
Norges Bank
23
Norges Bank
Norway
$211M -$48.6M -645,315 -19%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$201M +$103M +1,361,769 +108%
EVM
25
Eaton Vance Management
Massachusetts
$192M +$473K +6,282 +0.3%

DFS Hedge Fund Activity: Q3 2018 in Review

852 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2018, worth a combined $22.3B — up 7.1% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new DFS positions and 68 closed out — a net gain of 2 holders — while 262 added to existing stakes and 347 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $219M. The largest seller was Fidelity Investments, cutting an estimated $180M.

  • 852 institutional investors held Discover Financial Services (DFS) as of Q3 2018, down from 857 in Q2 2018.
  • Funds reported $22.3B of Discover Financial Services stock for Q3 2018, up 7.1% quarter-over-quarter.
  • 70 funds opened new Discover Financial Services positions in Q3 2018 and 68 closed out, a net change of +2 holders.
  • The largest Discover Financial Services buyer in Q3 2018 was Ninety One (UK), an estimated $219M added.
  • The largest Discover Financial Services seller in Q3 2018 was Fidelity Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2018.