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DFS

Discover Financial Services

Delisted

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

851 hedge funds and large institutions have $21.1B invested in Discover Financial Services in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 350 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 57

44% more call options, than puts

Call options by funds: $133M | Put options by funds: $92.2M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more capital invested

Capital invested by funds: $19.7B → $21.1B (+$1.44B)

2% more funds holding

Funds holding: 834851 (+17)

0.65% less ownership

Funds ownership: 85.23%84.57% (-0.65%)

25% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 350

Holders
851
Holders Change
+17
Holders Change %
+2.04%
% of All Funds
18.48%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
85
Increased
264
Reduced
350
Closed
57
Calls
$133M
Puts
$92.2M
Net Calls
+$40.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.96B +$12.3M +159,282 +0.6%
BlackRock
2
BlackRock
New York
$1.92B +$68.7M +887,296 +4%
Capital World Investors
3
Capital World Investors
California
$1.53B +$99.5M +1,285,157 +7%
State Street
4
State Street
Massachusetts
$1.11B -$7.41M -95,651 -0.7%
Primecap Management
5
Primecap Management
California
$1B -$395K -5,100 -0%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$677M +$1.55M +19,980 +0.2%
Boston Partners
7
Boston Partners
Massachusetts
$669M -$275M -3,547,046 -29%
LSV Asset Management
8
LSV Asset Management
Illinois
$471M -$18.4M -237,981 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$386M +$4.59M +59,307 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$348M +$39M +503,411 +13%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$314M -$49.4M -638,200 -14%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$314M -$94.2M -1,216,034 -23%
Northern Trust
13
Northern Trust
Illinois
$292M -$1.94M -25,043 -0.7%
Principal Financial Group
14
Principal Financial Group
Iowa
$275M -$10.8M -139,690 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$270M -$22.3M -287,957 -8%
Bessemer Group
16
Bessemer Group
New Jersey
$249M +$2.78M +35,893 +1%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$235M -$1.11M -14,349 -0.5%
Norges Bank
18
Norges Bank
Norway
$219M
Nordea Investment Management
19
Nordea Investment Management
Sweden
$213M -$14.6M -188,153 -6%
N
20
Nuveen
North Carolina
$211M +$185M +2,382,825 +707%
Morgan Stanley
21
Morgan Stanley
New York
$198M -$25.9M -334,724 -12%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$178M -$620K -8,002 -0.3%
APG Asset Management
23
APG Asset Management
Netherlands
$173M +$170K +2,200 +0.1%
EVM
24
Eaton Vance Management
Massachusetts
$171M -$35.8M -462,638 -17%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$169M -$2.03M -26,256 -1%

DFS Hedge Fund Activity: Q2 2019 in Review

851 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2019, worth a combined $21.1B — up 7.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new DFS positions and 57 closed out — a net gain of 28 holders — while 264 added to existing stakes and 350 trimmed.

The largest buyer was Nuveen, adding an estimated $185M. The largest seller was Boston Partners, cutting an estimated $275M.

  • 851 institutional investors held Discover Financial Services (DFS) as of Q2 2019, up from 834 in Q1 2019.
  • Funds reported $21.1B of Discover Financial Services stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 85 funds opened new Discover Financial Services positions in Q2 2019 and 57 closed out, a net change of +28 holders.
  • The largest Discover Financial Services buyer in Q2 2019 was Nuveen, an estimated $185M added.
  • The largest Discover Financial Services seller in Q2 2019 was Boston Partners, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2019.