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DFS

Discover Financial Services

Delisted

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

883 hedge funds and large institutions have $22.5B invested in Discover Financial Services in 2019 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 286 increasing their positions, 335 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 66

3% more funds holding

Funds holding: 861883 (+22)

4% more capital invested

Capital invested by funds: $21.6B → $22.5B (+$880M)

0.58% more ownership

Funds ownership: 84.24%84.82% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

15% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 335

26% less call options, than puts

Call options by funds: $138M | Put options by funds: $185M

Holders
883
Holders Change
+22
Holders Change %
+2.56%
% of All Funds
17.4%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
106
Increased
286
Reduced
335
Closed
66
Calls
$138M
Puts
$185M
Net Calls
-$47.2M
Net Calls Change
-$66.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.1B -$18.2M -220,537 -0.9%
Capital World Investors
2
Capital World Investors
California
$2.01B +$49.1M +595,190 +3%
BlackRock
3
BlackRock
New York
$1.81B -$113M -1,374,230 -6%
State Street
4
State Street
Massachusetts
$1.18B -$5.68M -68,886 -0.5%
Primecap Management
5
Primecap Management
California
$1.09B -$1.35M -16,400 -0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$775M +$49M +594,038 +7%
Boston Partners
7
Boston Partners
Massachusetts
$630M -$12.7M -153,674 -2%
LSV Asset Management
8
LSV Asset Management
Illinois
$470M -$14.9M -180,384 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$438M +$25.2M +304,935 +6%
JP Morgan Chase
10
JP Morgan Chase
New York
$426M +$28.4M +344,222 +7%
Northern Trust
11
Northern Trust
Illinois
$303M -$5.24M -63,487 -2%
N
12
Nuveen
North Carolina
$296M +$34.1M +412,970 +13%
Principal Financial Group
13
Principal Financial Group
Iowa
$291M +$9.07M +109,909 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$281M +$1.4M +17,014 +0.5%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$277M -$35.1M -425,700 -12%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$262M +$15.1M +183,455 +6%
Morgan Stanley
17
Morgan Stanley
New York
$256M +$50.6M +613,136 +25%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$249M -$15M -181,870 -6%
Norges Bank
19
Norges Bank
Norway
$241M
Bessemer Group
20
Bessemer Group
New Jersey
$237M +$16.7M +202,068 +8%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$218M -$12.4M -150,528 -6%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$216M +$28.4M +343,913 +16%
AQR Capital Management
23
AQR Capital Management
Connecticut
$202M +$40.4M +489,792 +26%
Truist Financial
24
Truist Financial
North Carolina
$201M +$165M +1,998,006 +536%
Goldman Sachs
25
Goldman Sachs
New York
$198M +$49.3M +598,279 +35%

DFS Hedge Fund Activity: Q4 2019 in Review

883 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2019, worth a combined $22.5B — up 4.1% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new DFS positions and 66 closed out — a net gain of 40 holders — while 286 added to existing stakes and 335 trimmed.

The largest buyer was Truist Financial, adding an estimated $165M. The largest seller was BlackRock, cutting an estimated $113M.

  • 883 institutional investors held Discover Financial Services (DFS) as of Q4 2019, up from 861 in Q3 2019.
  • Funds reported $22.5B of Discover Financial Services stock for Q4 2019, up 4.1% quarter-over-quarter.
  • 106 funds opened new Discover Financial Services positions in Q4 2019 and 66 closed out, a net change of +40 holders.
  • The largest Discover Financial Services buyer in Q4 2019 was Truist Financial, an estimated $165M added.
  • The largest Discover Financial Services seller in Q4 2019 was BlackRock, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2019.