PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 4, 2016

Total Value ($000): $16,364,819 (100.0% shares, 0.0% debt)

Holdings (152)

VOYA VOYA FINANCIAL INC. 3.0%
Value ($000) $492,181 Shares 17,077,755 Est. Cost $29.02 Unrealized -15.6%
PH PARKER HANNIFIN CORPORATION 2.7%
Value ($000) $440,475 Shares 3,508,922 Est. Cost $83.16 Unrealized +23.8%
BAC BANK OF AMERICA CORP 2.7%
Value ($000) $439,937 Shares 28,110,981 Est. Cost $10.54 Unrealized +14.5%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 2.6%
Value ($000) $429,634 Shares 18,885,018 Est. Cost $6.49 Unrealized +45.2%
C CITIGROUP INC 2.6%
Value ($000) $428,608 Shares 9,074,918 Est. Cost $35.64 Unrealized -4.2%
DOV DOVER CORP 2.6%
Value ($000) $426,718 Shares 5,794,644 Est. Cost $43.27 Unrealized +14.4%
SEAGATE TECHNOLOGY 2.6%
Value ($000) $426,676 Shares 11,068,116 Est. Cost $30.86 Unrealized
OMC OMNICOM GROUP 2.3%
Value ($000) $382,774 Shares 4,503,223 Est. Cost $41.47 Unrealized +46.0%
ROYAL DUTCH SHELL PLC ADR 2.3%
Value ($000) $377,390 Shares 7,537,249 Est. Cost $59.60 Unrealized
WMT WAL-MART STORES 2.3%
Value ($000) $376,238 Shares 5,216,832 Est. Cost $20.34 Unrealized +1.3%
BEN FRANKLIN RESOURCES INC. 2.3%
Value ($000) $374,753 Shares 10,535,639 Est. Cost $27.71 Unrealized -20.4%
MS MORGAN STANLEY 2.2%
Value ($000) $363,640 Shares 11,342,485 Est. Cost $18.07 Unrealized +26.4%
AIG AMERICAN INTERNATIONAL GROUP 2.2%
Value ($000) $363,030 Shares 6,117,797 Est. Cost $32.51 Unrealized +38.6%
ORCL ORACLE CORP 2.2%
Value ($000) $362,103 Shares 9,218,507 Est. Cost $27.49 Unrealized +28.9%
NWSA NEWS CORP - CLASS A 2.1%
Value ($000) $351,227 Shares 25,123,524 Est. Cost $14.85 Unrealized -20.5%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $336,130 Shares 3,851,170 Est. Cost $53.23 Unrealized +10.0%
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $329,537 Shares 4,948,740 Est. Cost $36.69 Unrealized +38.6%
INTC INTEL CORPORATION 2.0%
Value ($000) $323,232 Shares 8,562,439 Est. Cost $18.51 Unrealized +54.7%
STAPLES INC 1.8%
Value ($000) $292,192 Shares 34,174,464 Est. Cost $13.55 Unrealized
MUR MURPHY OIL CORP 1.8%
Value ($000) $290,553 Shares 9,557,669 Est. Cost $24.79 Unrealized -18.1%
RF REGIONS FINL CORP 1.7%
Value ($000) $270,936 Shares 27,450,466 Est. Cost $6.44 Unrealized +3.3%
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $270,063 Shares 1,674,601 Est. Cost $121.71 Unrealized +9.9%
HPQ HP INC 1.6%
Value ($000) $268,850 Shares 17,311,624 Est. Cost $9.07 Unrealized +15.5%
AXS AXIS CAPITAL HOLDINGS LTD 1.6%
Value ($000) $264,964 Shares 4,876,934 Est. Cost $32.09 Unrealized +32.3%
MET METLIFE INC 1.6%
Value ($000) $263,714 Shares 5,935,485 Est. Cost $24.72 Unrealized +10.8%
BP BP PLC - SPONS ADR 1.6%
Value ($000) $261,831 Shares 7,446,839 Est. Cost $41.64 Unrealized
INTERPUBLIC GROUP OF COS INC 1.5%
Value ($000) $247,829 Shares 11,088,543 Est. Cost $9.90 Unrealized +61.9%
COF CAPITAL ONE FINL CORP 1.4%
Value ($000) $229,175 Shares 3,190,520 Est. Cost $58.25 Unrealized 0.0%
HILTON WORLDWIDE HOLDINGS IN 1.4%
Value ($000) $224,815 Shares 9,804,419 Est. Cost $22.93 Unrealized
SWK STANLEY BLACK & DECKER INC 1.4%
Value ($000) $222,820 Shares 1,811,837 Est. Cost $70.52 Unrealized +33.8%
ABT ABBOTT LABORATORIES 1.3%
Value ($000) $212,197 Shares 5,017,660 Est. Cost $29.39 Unrealized +22.9%
F FORD MOTOR COMPANY 1.3%
Value ($000) $210,259 Shares 17,419,992 Est. Cost $8.25 Unrealized -6.9%
STT STATE STREET CORP 1.3%
Value ($000) $206,314 Shares 2,963,003 Est. Cost $46.51 Unrealized +6.8%
CVE CENOVUS ENERGY INC. 1.2%
Value ($000) $192,206 Shares 13,375,530 Est. Cost $10.69 Unrealized +13.0%
AVT AVNET INC 1.2%
Value ($000) $188,303 Shares 4,586,045 Est. Cost $28.39 Unrealized +15.7%
TEX TEREX CORP 1.1%
Value ($000) $185,326 Shares 7,293,443 Est. Cost $30.35 Unrealized -23.2%
XL GROUP LTD 1.0%
Value ($000) $170,572 Shares 5,072,010 Est. Cost $33.63 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $161,934 Shares 2,811,349 Est. Cost $29.16 Unrealized +72.5%
UBS UBS GROUP AG 1.0%
Value ($000) $157,573 Shares 11,569,209 Est. Cost $17.20 Unrealized -20.9%
ON ON SEMICONDUCTOR CORP 0.9%
Value ($000) $153,773 Shares 12,481,544 Est. Cost $8.83 Unrealized +17.1%
WTW WILLIS TOWERS WATSON PLC 0.9%
Value ($000) $140,315 Shares 1,056,829 Est. Cost $100.14 Unrealized +8.9%
HAL HALLIBURTON CO 0.9%
Value ($000) $140,256 Shares 3,125,142 Est. Cost $27.15 Unrealized +34.0%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $118,403 Shares 1,002,314 Est. Cost $66.17 Unrealized +41.4%
CIGNA CORP 0.7%
Value ($000) $118,086 Shares 906,125 Est. Cost $88.63 Unrealized
COP CONOCOPHILLIPS 0.7%
Value ($000) $116,461 Shares 2,679,121 Est. Cost $30.73 Unrealized +1.3%
LAMR LAMAR ADVERTISING CO -A 0.7%
Value ($000) $116,116 Shares 1,777,927 Est. Cost $53.64 Unrealized
CMA COMERICA INC 0.7%
Value ($000) $115,921 Shares 2,449,727 Est. Cost $26.39 Unrealized +17.8%
EIX EDISON INTERNATIONAL 0.7%
Value ($000) $114,075 Shares 1,578,886 Est. Cost $40.01 Unrealized +27.6%
KEY KEY CORP 0.6%
Value ($000) $91,117 Shares 7,486,993 Est. Cost $7.25 Unrealized +11.6%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $89,860 Shares 2,832,899 Est. Cost $16.36 Unrealized +41.0%
MRK MERCK & CO INC 0.5%
Value ($000) $87,916 Shares 1,408,678 Est. Cost $37.24 Unrealized +17.4%
FLEX FLEX LTD 0.5%
Value ($000) $87,177 Shares 6,400,643 Est. Cost $7.07 Unrealized +37.4%
ACM AECOM 0.5%
Value ($000) $83,059 Shares 2,793,775 Est. Cost $28.89 Unrealized +7.3%
ALL ALLSTATE CORP 0.5%
Value ($000) $81,406 Shares 1,176,727 Est. Cost $48.90 Unrealized +14.3%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $79,341 Shares 3,877,875 Est. Cost $12.24 Unrealized +13.0%
PFE PFIZER INC 0.5%
Value ($000) $78,905 Shares 2,329,636 Est. Cost $18.24 Unrealized +22.0%
IVZ INVESCO LTD 0.5%
Value ($000) $78,901 Shares 2,523,211 Est. Cost $19.18 Unrealized -0.4%
KELLOGG COMPANY 0.5%
Value ($000) $75,212 Shares 970,849 Est. Cost $41.49 Unrealized +31.8%
WBS WEBSTER FINANCIAL CORP. 0.4%
Value ($000) $73,504 Shares 1,933,810 Est. Cost $28.60 Unrealized +28.7%
KBR KBR INC 0.4%
Value ($000) $72,241 Shares 4,774,681 Est. Cost $15.22 Unrealized -15.2%
SUPERIOR ENERGY SERVICES INC 0.4%
Value ($000) $71,887 Shares 4,016,036 Est. Cost $23.45 Unrealized
DAN DANA INC 0.4%
Value ($000) $71,285 Shares 4,572,452 Est. Cost $14.44 Unrealized -22.3%
BAKER HUGHES INC 0.4%
Value ($000) $69,900 Shares 1,384,985 Est. Cost $46.86 Unrealized
ACTUANT CORP- A 0.4%
Value ($000) $68,494 Shares 2,947,227 Est. Cost $27.20 Unrealized
ETR ENTERGY CORP 0.4%
Value ($000) $61,214 Shares 797,778 Est. Cost $20.56 Unrealized +34.7%
QCOM QUALCOMM INC 0.4%
Value ($000) $60,489 Shares 883,045 Est. Cost $44.14 Unrealized +6.3%
TELEFONICA BRASIL - ADR 0.4%
Value ($000) $59,411 Shares 4,105,806 Est. Cost $12.73 Unrealized
G GENPACT LTD 0.4%
Value ($000) $58,278 Shares 2,433,316 Est. Cost $20.79 Unrealized +7.8%
TE CONNECTIVITY LTD. 0.3%
Value ($000) $56,411 Shares 876,215 Est. Cost $45.54 Unrealized
ENDURANCE SPECIALTY HOLDINGS 0.3%
Value ($000) $53,441 Shares 816,510 Est. Cost $55.73 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.3%
Value ($000) $51,694 Shares 2,092,046 Est. Cost $15.71 Unrealized +2.5%
GTLS CHART INDUSTRIES INC 0.3%
Value ($000) $50,726 Shares 1,545,118 Est. Cost $24.74 Unrealized +17.1%
SYNOVUS FINANCIAL CORP 0.3%
Value ($000) $50,641 Shares 1,556,737 Est. Cost $25.05 Unrealized
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $50,531 Shares 1,061,577 Est. Cost $32.15 Unrealized +25.7%
ASB ASSOCIATED BANC CORP 0.3%
Value ($000) $47,579 Shares 2,428,717 Est. Cost $11.96 Unrealized +13.7%
CVS CVS HEALTH CORPORATION 0.3%
Value ($000) $47,152 Shares 529,858 Est. Cost $74.28 Unrealized -4.6%
WFC WELLS FARGO CO 0.3%
Value ($000) $45,042 Shares 1,017,204 Est. Cost $28.02 Unrealized +31.4%
AMERICAN EQUITY INVT LIFE 0.3%
Value ($000) $45,000 Shares 2,538,067 Est. Cost $14.81 Unrealized
CTSH COGNIZANT TECH SOLUTIONS - A 0.3%
Value ($000) $44,869 Shares 940,451 Est. Cost $52.75 Unrealized -4.4%
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $44,862 Shares 721,605 Est. Cost $55.71 Unrealized
PNC PNC FINANCIAL SERVICES 0.3%
Value ($000) $44,134 Shares 489,885 Est. Cost $49.68 Unrealized +27.4%
TRIPLE-S MANAGEMENT CORP-B 0.3%
Value ($000) $43,240 Shares 1,971,750 Est. Cost $23.21 Unrealized
ANIXTER INTERNATIONAL INC 0.3%
Value ($000) $42,148 Shares 653,454 Est. Cost $53.26 Unrealized
GLW CORNING INC 0.3%
Value ($000) $41,531 Shares 1,756,052 Est. Cost $13.55 Unrealized +28.2%
CUBIC CORP 0.2%
Value ($000) $40,696 Shares 869,384 Est. Cost $46.26 Unrealized
HOPE HOPE BANCORP INC 0.2%
Value ($000) $40,141 Shares 2,310,964 Est. Cost $16.20 Unrealized 0.0%
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $39,787 Shares 1,222,338 Est. Cost $19.94 Unrealized +47.4%
SCSC SCANSOURCE INC 0.2%
Value ($000) $39,300 Shares 1,076,702 Est. Cost $37.44 Unrealized +4.1%
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $34,957 Shares 701,669 Est. Cost $39.11 Unrealized
GNW GENWORTH FINANCIAL INC CL A 0.2%
Value ($000) $34,323 Shares 6,919,984 Est. Cost $11.28 Unrealized -65.9%
DIOD DIODES INC. 0.2%
Value ($000) $33,795 Shares 1,583,658 Est. Cost $22.67 Unrealized -13.9%
T AT&T INC 0.2%
Value ($000) $33,462 Shares 823,993 Est. Cost $12.21 Unrealized +33.4%
TORCHMARK CORP 0.2%
Value ($000) $33,147 Shares 518,808 Est. Cost $56.51 Unrealized
ACH OWENS & MINOR INC 0.2%
Value ($000) $32,721 Shares 942,143 Est. Cost $30.14 Unrealized +3.8%
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $32,392 Shares 1,673,166 Est. Cost $16.16 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.2%
Value ($000) $32,075 Shares 688,448 Est. Cost $41.10 Unrealized
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $29,660 Shares 525,702 Est. Cost $44.21 Unrealized
UVV UNIVERSAL CORP 0.2%
Value ($000) $28,265 Shares 485,490 Est. Cost $52.41 Unrealized +12.6%
CMCO COLUMBUS MCKINNON CORP 0.2%
Value ($000) $27,540 Shares 1,543,733 Est. Cost $21.94 Unrealized -29.2%
FMC TECHNOLOGIES INC 0.2%
Value ($000) $27,010 Shares 910,350 Est. Cost $27.13 Unrealized
SRI STONERIDGE INC 0.2%
Value ($000) $26,871 Shares 1,460,399 Est. Cost $11.39 Unrealized +51.3%
TRS TRIMAS CORP 0.2%
Value ($000) $25,609 Shares 1,376,062 Est. Cost $20.43 Unrealized -9.5%
GENERAL CABLE CORP DEL NE 0.2%
Value ($000) $25,597 Shares 1,708,742 Est. Cost $14.95 Unrealized
L-3 COMMUNICATIONS 0.2%
Value ($000) $25,383 Shares 168,400 Est. Cost $85.74 Unrealized
ESSENDANT INC 0.2%
Value ($000) $24,695 Shares 1,203,461 Est. Cost $36.02 Unrealized
UPBD RENT A CENTER INC 0.1%
Value ($000) $23,074 Shares 1,825,479 Est. Cost $25.45 Unrealized -50.9%
TCF FINANCIAL CORP 0.1%
Value ($000) $22,902 Shares 1,578,394 Est. Cost $14.21 Unrealized
SCHNITZER STEEL INDS INC - A 0.1%
Value ($000) $21,689 Shares 1,037,754 Est. Cost $26.15 Unrealized
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $21,537 Shares 590,212 Est. Cost $23.73 Unrealized +51.9%
LEGG MASON INC 0.1%
Value ($000) $21,420 Shares 639,775 Est. Cost $35.28 Unrealized
ROCK GIBRALTAR INDUSTRIES INC 0.1%
Value ($000) $21,067 Shares 567,077 Est. Cost $16.23 Unrealized +125.6%
TTEK TETRA TECH INC 0.1%
Value ($000) $21,062 Shares 593,806 Est. Cost $5.19 Unrealized +30.6%
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $19,490 Shares 304,670 Est. Cost $56.63 Unrealized +14.1%
PCG PG&E CORP 0.1%
Value ($000) $19,133 Shares 312,782 Est. Cost $48.18 Unrealized +25.4%
BB&T CORP 0.1%
Value ($000) $18,021 Shares 477,752 Est. Cost $35.61 Unrealized
AETNA INC 0.1%
Value ($000) $17,923 Shares 155,248 Est. Cost $66.35 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $17,464 Shares 587,608 Est. Cost $26.87 Unrealized
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $17,421 Shares 91,703 Est. Cost $128.55 Unrealized +20.3%
EXC EXELON CORP 0.1%
Value ($000) $16,217 Shares 487,151 Est. Cost $14.88 Unrealized +21.5%
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $16,081 Shares 179,170 Est. Cost $60.32 Unrealized +11.9%
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $15,709 Shares 513,528 Est. Cost $19.57 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $15,632 Shares 496,260 Est. Cost $17.72 Unrealized +39.4%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $15,557 Shares 712,955 Est. Cost $17.65 Unrealized +10.2%
KSS KOHLS CORP 0.1%
Value ($000) $15,369 Shares 351,299 Est. Cost $51.96 Unrealized -19.4%
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $15,110 Shares 996,725 Est. Cost $25.24 Unrealized
ARC DOCUMENT SOLUTIONS INC 0.1%
Value ($000) $14,900 Shares 3,983,936 Est. Cost $4.43 Unrealized
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $13,462 Shares 314,390 Est. Cost $23.83 Unrealized +43.3%
NWS NEWS CORP - CLASS B 0.1%
Value ($000) $12,639 Shares 888,815 Est. Cost $14.59 Unrealized -16.3%
OC OWENS CORNING 0.1%
Value ($000) $10,856 Shares 203,330 Est. Cost $39.75 Unrealized +35.2%
CB CHUBB LTD 0.1%
Value ($000) $10,483 Shares 83,429 Est. Cost $96.06 Unrealized +11.6%
KKR & CO LP 0.1%
Value ($000) $8,736 Shares 612,618 Est. Cost $15.06 Unrealized
DRH DIAMONDROCK HOSPITALITY CO. 0.0%
Value ($000) $7,705 Shares 846,653 Est. Cost $9.32 Unrealized
AIZ ASSURANT INC 0.0%
Value ($000) $7,391 Shares 80,124 Est. Cost $43.91 Unrealized +65.6%
CDW CDW CORP 0.0%
Value ($000) $6,680 Shares 146,082 Est. Cost $33.01 Unrealized +18.9%
APOLLO GLOBAL MANAGEMENT-A 0.0%
Value ($000) $6,252 Shares 348,100 Est. Cost $16.31 Unrealized
WESCO AIRCRAFT HOLDINGS INC 0.0%
Value ($000) $5,092 Shares 379,177 Est. Cost $13.43 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $4,373 Shares 114,425 Est. Cost $23.60 Unrealized +16.2%
INFY INFOSYS LTD - SP ADR 0.0%
Value ($000) $1,810 Shares 114,700 Est. Cost $25.46 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $1,224 Shares 33,600 Est. Cost $40.20 Unrealized
APACHE CORP 0.0%
Value ($000) $1,115 Shares 17,450 Est. Cost $52.18 Unrealized
PKX POSCO - ADR 0.0%
Value ($000) $965 Shares 18,900 Est. Cost $47.10 Unrealized
PBR PETROLEO BRASILEIRO S.A. - ADR 0.0%
Value ($000) $710 Shares 76,100 Est. Cost $14.63 Unrealized
RNR RENAISSANCE RE HLDGS LTD 0.0%
Value ($000) $304 Shares 2,530 Est. Cost $117.88 Unrealized 0.0%
LABORATORY CORP OF AMERICA HOLDINGS 0.0%
Value ($000) $300 Shares 2,185 Est. Cost $137.30 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $298 Shares 2,998 Est. Cost $99.40 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $285 Shares 4,077 Est. Cost $75.05 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $247 Shares 3,507 Est. Cost $70.43 Unrealized
ANNALY CAPITAL MANAGMENT INC 0.0%
Value ($000) $214 Shares 20,355 Est. Cost $10.35 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $201 Shares 642 Est. Cost $296.18 Unrealized 0.0%
MSM MSC INDUSTRIAL DIRECT CO-A 0.0%
Value ($000) $200 Shares 2,730 Est. Cost $72.67 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $200 Shares 1,196 Est. Cost $127.72 Unrealized 0.0%
CFFN CAPITOL FEDERAL FINANCIAL INC 0.0%
Value ($000) $160 Shares 11,400 Est. Cost $7.54 Unrealized 0.0%