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DFS

Discover Financial Services

Delisted

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

861 hedge funds and large institutions have $21.6B invested in Discover Financial Services in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 259 increasing their positions, 368 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 58

14% more call options, than puts

Call options by funds: $153M | Put options by funds: $133M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 851861 (+10)

2% more capital invested

Capital invested by funds: $21.1B → $21.6B (+$508M)

0.33% less ownership

Funds ownership: 84.57%84.24% (-0.33%)

30% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 368

Holders
861
Holders Change
+10
Holders Change %
+1.18%
% of All Funds
18.88%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
75
Increased
259
Reduced
368
Closed
58
Calls
$153M
Puts
$133M
Net Calls
+$19.3M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.02B -$29.8M -360,935 -1%
Capital World Investors
2
Capital World Investors
California
$1.87B +$278M +3,367,721 +17%
BlackRock
3
BlackRock
New York
$1.84B -$164M -1,991,624 -8%
State Street
4
State Street
Massachusetts
$1.13B -$29.6M -358,871 -3%
Primecap Management
5
Primecap Management
California
$1.04B -$5.11M -61,850 -0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$693M -$15.2M -184,643 -2%
Boston Partners
7
Boston Partners
Massachusetts
$615M -$86.1M -1,042,548 -12%
LSV Asset Management
8
LSV Asset Management
Illinois
$464M -$28.4M -344,052 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$394M -$9.62M -116,505 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$379M +$15.1M +183,164 +4%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$299M -$29M -351,658 -9%
Northern Trust
12
Northern Trust
Illinois
$295M -$10.4M -125,516 -3%
Principal Financial Group
13
Principal Financial Group
Iowa
$269M -$18.8M -227,897 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$267M -$14.9M -180,743 -5%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$253M +$7.47M +90,499 +3%
N
16
Nuveen
North Carolina
$249M +$29.5M +356,665 +13%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$236M -$93.6M -1,133,710 -28%
Norges Bank
18
Norges Bank
Norway
$230M +$1.91M +23,138 +0.8%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$221M -$2.92M -35,387 -1%
Bessemer Group
20
Bessemer Group
New Jersey
$210M -$50.4M -610,762 -19%
Morgan Stanley
21
Morgan Stanley
New York
$195M -$12.2M -148,031 -6%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$185M -$1.06M -12,879 -0.6%
APG Asset Management
23
APG Asset Management
Netherlands
$184M -$4.88M -59,125 -2%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$179M +$2.47M +29,893 +1%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$176M +$35.7M +431,837 +25%

DFS Hedge Fund Activity: Q3 2019 in Review

861 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2019, worth a combined $21.6B — up 2.4% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new DFS positions and 58 closed out — a net gain of 17 holders — while 259 added to existing stakes and 368 trimmed.

The largest buyer was Capital World Investors, adding an estimated $278M. The largest seller was BlackRock, cutting an estimated $164M.

  • 861 institutional investors held Discover Financial Services (DFS) as of Q3 2019, up from 851 in Q2 2019.
  • Funds reported $21.6B of Discover Financial Services stock for Q3 2019, up 2.4% quarter-over-quarter.
  • 75 funds opened new Discover Financial Services positions in Q3 2019 and 58 closed out, a net change of +17 holders.
  • The largest Discover Financial Services buyer in Q3 2019 was Capital World Investors, an estimated $278M added.
  • The largest Discover Financial Services seller in Q3 2019 was BlackRock, an estimated $164M sold.

Based on aggregated 13F filings for Q3 2019.