PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 10, 2017

Total Value ($000): $17,538,157 (100.0% shares, 0.0% debt)

Holdings (157)

VOYA VOYA FINANCIAL INC. 3.1%
Value ($000) $545,839 Shares 13,917,354 Est. Cost $29.02 Unrealized +9.0%
BAC BANK OF AMERICA CORP 3.0%
Value ($000) $518,898 Shares 23,479,533 Est. Cost $10.54 Unrealized +48.7%
C CITIGROUP INC 2.9%
Value ($000) $505,714 Shares 8,509,400 Est. Cost $35.64 Unrealized +14.0%
DOV DOVER CORP 2.4%
Value ($000) $421,743 Shares 5,628,493 Est. Cost $43.27 Unrealized +15.0%
MS MORGAN STANLEY 2.4%
Value ($000) $421,349 Shares 9,972,762 Est. Cost $18.07 Unrealized +61.3%
BEN FRANKLIN RESOURCES INC. 2.3%
Value ($000) $409,165 Shares 10,337,674 Est. Cost $27.71 Unrealized -15.3%
OMC OMNICOM GROUP 2.3%
Value ($000) $408,000 Shares 4,793,791 Est. Cost $42.65 Unrealized +42.9%
PH PARKER HANNIFIN CORPORATION 2.3%
Value ($000) $404,980 Shares 2,892,713 Est. Cost $83.16 Unrealized +39.0%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 2.3%
Value ($000) $398,429 Shares 17,218,172 Est. Cost $6.49 Unrealized +57.6%
ROYAL DUTCH SHELL PLC ADR 2.3%
Value ($000) $398,240 Shares 7,323,279 Est. Cost $59.60 Unrealized
ORCL ORACLE CORP 2.2%
Value ($000) $390,949 Shares 10,167,717 Est. Cost $28.11 Unrealized +21.4%
AIG AMERICAN INTERNATIONAL GROUP 2.2%
Value ($000) $390,096 Shares 5,972,998 Est. Cost $32.51 Unrealized +53.2%
JPM JP MORGAN CHASE & CO 2.1%
Value ($000) $376,124 Shares 4,358,837 Est. Cost $36.69 Unrealized +63.2%
GS GOLDMAN SACHS GROUP INC 2.0%
Value ($000) $355,996 Shares 1,486,725 Est. Cost $121.71 Unrealized +37.8%
XOM EXXON MOBIL CORP 2.0%
Value ($000) $345,932 Shares 3,832,620 Est. Cost $53.23 Unrealized +9.3%
WMT WAL-MART STORES 2.0%
Value ($000) $342,493 Shares 4,955,044 Est. Cost $20.34 Unrealized -2.1%
HILTON WORLDWIDE HOLDINGS IN 1.9%
Value ($000) $335,713 Shares 12,342,393 Est. Cost $23.81 Unrealized
SEAGATE TECHNOLOGY 1.8%
Value ($000) $317,028 Shares 8,305,676 Est. Cost $30.86 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 1.8%
Value ($000) $314,647 Shares 4,820,702 Est. Cost $32.09 Unrealized +45.2%
CIGNA CORP 1.8%
Value ($000) $309,138 Shares 2,317,548 Est. Cost $115.89 Unrealized
RF REGIONS FINL CORP 1.8%
Value ($000) $307,602 Shares 21,420,718 Est. Cost $6.44 Unrealized +37.2%
MET METLIFE INC 1.7%
Value ($000) $300,863 Shares 5,582,905 Est. Cost $24.72 Unrealized +36.4%
INTC INTEL CORPORATION 1.7%
Value ($000) $299,249 Shares 8,250,579 Est. Cost $18.51 Unrealized +57.5%
STAPLES INC 1.7%
Value ($000) $290,744 Shares 32,126,425 Est. Cost $13.55 Unrealized
NWSA NEWS CORP - CLASS A 1.6%
Value ($000) $287,599 Shares 25,095,941 Est. Cost $14.85 Unrealized -25.1%
MUR MURPHY OIL CORP 1.5%
Value ($000) $268,052 Shares 8,610,715 Est. Cost $24.79 Unrealized -12.2%
COF CAPITAL ONE FINL CORP 1.5%
Value ($000) $266,967 Shares 3,060,147 Est. Cost $58.25 Unrealized +18.0%
CTSH COGNIZANT TECH SOLUTIONS - A 1.5%
Value ($000) $265,173 Shares 4,732,694 Est. Cost $48.50 Unrealized -2.2%
INTERPUBLIC GROUP OF COS INC 1.4%
Value ($000) $249,335 Shares 10,650,781 Est. Cost $9.90 Unrealized +63.8%
AVT AVNET INC 1.4%
Value ($000) $243,228 Shares 5,108,761 Est. Cost $29.17 Unrealized +23.6%
BP BP PLC - SPONS ADR 1.4%
Value ($000) $239,520 Shares 6,407,714 Est. Cost $41.64 Unrealized
STT STATE STREET CORP 1.3%
Value ($000) $221,250 Shares 2,846,759 Est. Cost $46.51 Unrealized +23.7%
F FORD MOTOR COMPANY 1.2%
Value ($000) $213,830 Shares 17,628,162 Est. Cost $8.25 Unrealized -9.4%
CVE CENOVUS ENERGY INC. 1.2%
Value ($000) $204,826 Shares 13,537,767 Est. Cost $10.71 Unrealized +19.1%
SWK STANLEY BLACK & DECKER INC 1.2%
Value ($000) $204,249 Shares 1,780,877 Est. Cost $70.52 Unrealized +32.7%
XL GROUP LTD 1.1%
Value ($000) $194,173 Shares 5,211,287 Est. Cost $33.73 Unrealized
ABT ABBOTT LABORATORIES 1.1%
Value ($000) $193,959 Shares 5,049,688 Est. Cost $29.39 Unrealized +14.5%
TEX TEREX CORP 1.1%
Value ($000) $185,941 Shares 5,897,288 Est. Cost $30.35 Unrealized -8.6%
HPQ HP INC 1.0%
Value ($000) $182,570 Shares 12,302,586 Est. Cost $9.07 Unrealized +23.7%
UBS UBS GROUP AG 1.0%
Value ($000) $180,250 Shares 11,502,855 Est. Cost $17.20 Unrealized -12.4%
ON ON SEMICONDUCTOR CORP 0.9%
Value ($000) $156,941 Shares 12,299,418 Est. Cost $8.83 Unrealized +35.1%
WTW WILLIS TOWERS WATSON PLC 0.8%
Value ($000) $148,599 Shares 1,215,238 Est. Cost $101.38 Unrealized +8.2%
CMA COMERICA INC 0.8%
Value ($000) $134,055 Shares 1,968,216 Est. Cost $26.39 Unrealized +53.0%
HAL HALLIBURTON CO 0.8%
Value ($000) $132,177 Shares 2,443,645 Est. Cost $27.15 Unrealized +53.6%
KEY KEY CORP 0.7%
Value ($000) $128,449 Shares 7,030,618 Est. Cost $7.25 Unrealized +47.6%
EIX EDISON INTERNATIONAL 0.7%
Value ($000) $128,151 Shares 1,780,123 Est. Cost $40.95 Unrealized +18.0%
COP CONOCOPHILLIPS 0.7%
Value ($000) $126,295 Shares 2,518,846 Est. Cost $30.73 Unrealized +13.2%
LAMR LAMAR ADVERTISING CO -A 0.7%
Value ($000) $118,769 Shares 1,766,343 Est. Cost $53.64 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $115,091 Shares 998,964 Est. Cost $66.17 Unrealized +35.6%
ALL ALLSTATE CORP 0.6%
Value ($000) $108,813 Shares 1,468,059 Est. Cost $50.60 Unrealized +13.6%
WBS WEBSTER FINANCIAL CORP. 0.6%
Value ($000) $102,826 Shares 1,894,371 Est. Cost $28.60 Unrealized +60.6%
MSFT MICROSOFT CORP 0.6%
Value ($000) $100,908 Shares 1,623,878 Est. Cost $29.16 Unrealized +84.9%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $97,012 Shares 3,597,025 Est. Cost $12.24 Unrealized +41.3%
FLEX FLEX LTD 0.5%
Value ($000) $88,583 Shares 6,164,462 Est. Cost $7.07 Unrealized +51.2%
DAN DANA INC 0.5%
Value ($000) $83,545 Shares 4,401,756 Est. Cost $14.44 Unrealized -4.2%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $83,085 Shares 2,749,349 Est. Cost $16.36 Unrealized +40.9%
ACM AECOM 0.5%
Value ($000) $81,045 Shares 2,228,974 Est. Cost $28.89 Unrealized +10.5%
KBR KBR INC 0.5%
Value ($000) $80,619 Shares 4,830,357 Est. Cost $15.21 Unrealized -7.6%
ACTUANT CORP- A 0.4%
Value ($000) $78,158 Shares 3,011,869 Est. Cost $27.18 Unrealized
IVZ INVESCO LTD 0.4%
Value ($000) $76,607 Shares 2,524,961 Est. Cost $19.18 Unrealized +5.2%
MRK MERCK & CO INC 0.4%
Value ($000) $74,226 Shares 1,260,853 Est. Cost $37.24 Unrealized +18.4%
PFE PFIZER INC 0.4%
Value ($000) $72,025 Shares 2,217,509 Est. Cost $18.24 Unrealized +12.4%
KELLOGG COMPANY 0.4%
Value ($000) $71,571 Shares 970,980 Est. Cost $41.49 Unrealized +20.6%
SUPERIOR ENERGY SERVICES INC 0.4%
Value ($000) $67,331 Shares 3,988,801 Est. Cost $23.45 Unrealized
SYNOVUS FINANCIAL CORP 0.4%
Value ($000) $65,755 Shares 1,600,658 Est. Cost $25.49 Unrealized
MASONITE INTERNATIONAL CORP 0.4%
Value ($000) $65,287 Shares 992,198 Est. Cost $58.46 Unrealized
ENDURANCE SPECIALTY HOLDINGS 0.4%
Value ($000) $63,086 Shares 682,748 Est. Cost $55.73 Unrealized
CFG CITIZENS FINANCIAL GROUP 0.4%
Value ($000) $62,925 Shares 1,766,071 Est. Cost $15.71 Unrealized +35.8%
ASB ASSOCIATED BANC CORP 0.3%
Value ($000) $59,881 Shares 2,424,324 Est. Cost $11.96 Unrealized +33.2%
G GENPACT LTD 0.3%
Value ($000) $58,991 Shares 2,423,628 Est. Cost $20.79 Unrealized +3.7%
ETR ENTERGY CORP 0.3%
Value ($000) $58,625 Shares 797,942 Est. Cost $20.56 Unrealized +22.8%
TE CONNECTIVITY LTD. 0.3%
Value ($000) $58,256 Shares 840,873 Est. Cost $45.54 Unrealized
SCSC SCANSOURCE INC 0.3%
Value ($000) $56,401 Shares 1,397,801 Est. Cost $37.38 Unrealized -0.5%
BAKER HUGHES INC 0.3%
Value ($000) $56,167 Shares 864,510 Est. Cost $46.86 Unrealized
WFC WELLS FARGO CO 0.3%
Value ($000) $56,058 Shares 1,017,204 Est. Cost $28.02 Unrealized +39.3%
ASPEN INSURANCE HOLDINGS LTD 0.3%
Value ($000) $55,838 Shares 1,015,230 Est. Cost $45.57 Unrealized
AMERICAN EQUITY INVT LIFE 0.3%
Value ($000) $55,348 Shares 2,455,566 Est. Cost $14.81 Unrealized
GTLS CHART INDUSTRIES INC 0.3%
Value ($000) $53,240 Shares 1,478,059 Est. Cost $24.74 Unrealized +37.8%
HOPE HOPE BANCORP INC 0.3%
Value ($000) $50,943 Shares 2,327,221 Est. Cost $16.20 Unrealized +16.7%
NSIT INSIGHT ENTERPRISES INC 0.3%
Value ($000) $49,886 Shares 1,233,588 Est. Cost $19.94 Unrealized +72.7%
QCOM QUALCOMM INC 0.3%
Value ($000) $48,491 Shares 743,731 Est. Cost $44.14 Unrealized +18.4%
ESSENDANT INC 0.3%
Value ($000) $48,397 Shares 2,315,633 Est. Cost $28.76 Unrealized
ANIXTER INTERNATIONAL INC 0.3%
Value ($000) $48,312 Shares 596,079 Est. Cost $53.26 Unrealized
PNC PNC FINANCIAL SERVICES 0.3%
Value ($000) $47,408 Shares 405,338 Est. Cost $49.68 Unrealized +55.3%
TRS TRIMAS CORP 0.3%
Value ($000) $47,185 Shares 2,007,891 Est. Cost $20.43 Unrealized -0.1%
ACH OWENS & MINOR INC 0.3%
Value ($000) $46,912 Shares 1,329,333 Est. Cost $30.22 Unrealized +0.7%
TELEFONICA BRASIL - ADR 0.3%
Value ($000) $45,869 Shares 3,428,241 Est. Cost $12.73 Unrealized
CUBIC CORP 0.3%
Value ($000) $45,125 Shares 941,085 Est. Cost $46.39 Unrealized
TRIPLE-S MANAGEMENT CORP-B 0.2%
Value ($000) $43,394 Shares 2,096,324 Est. Cost $23.06 Unrealized
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $42,118 Shares 533,748 Est. Cost $74.28 Unrealized -17.8%
UVV UNIVERSAL CORP 0.2%
Value ($000) $39,256 Shares 615,774 Est. Cost $53.40 Unrealized +6.9%
GLW CORNING INC 0.2%
Value ($000) $38,933 Shares 1,604,146 Est. Cost $13.55 Unrealized +37.5%
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $38,281 Shares 695,893 Est. Cost $39.11 Unrealized
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $37,991 Shares 576,502 Est. Cost $46.12 Unrealized
TORCHMARK CORP 0.2%
Value ($000) $37,893 Shares 513,733 Est. Cost $56.51 Unrealized
T AT&T INC 0.2%
Value ($000) $35,047 Shares 824,065 Est. Cost $12.21 Unrealized +26.5%
CMCO COLUMBUS MCKINNON CORP 0.2%
Value ($000) $32,979 Shares 1,219,655 Est. Cost $21.94 Unrealized -4.7%
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $32,843 Shares 1,301,748 Est. Cost $16.16 Unrealized
DIOD DIODES INC. 0.2%
Value ($000) $32,346 Shares 1,260,067 Est. Cost $22.67 Unrealized +0.7%
FMC TECHNOLOGIES INC 0.2%
Value ($000) $32,291 Shares 908,825 Est. Cost $27.13 Unrealized
GENERAL CABLE CORP DEL NE 0.2%
Value ($000) $32,235 Shares 1,692,150 Est. Cost $14.95 Unrealized
TCF FINANCIAL CORP 0.2%
Value ($000) $31,851 Shares 1,625,904 Est. Cost $14.37 Unrealized
SRI STONERIDGE INC 0.2%
Value ($000) $27,343 Shares 1,545,651 Est. Cost $11.70 Unrealized +44.6%
WSFS WSFS FINANCIAL CORP 0.2%
Value ($000) $27,184 Shares 586,487 Est. Cost $23.73 Unrealized +69.5%
GNW GENWORTH FINANCIAL INC CL A 0.2%
Value ($000) $26,582 Shares 6,976,943 Est. Cost $11.28 Unrealized -60.9%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $26,164 Shares 186,289 Est. Cost $136.84 Unrealized 0.0%
L-3 COMMUNICATIONS 0.1%
Value ($000) $25,615 Shares 168,400 Est. Cost $85.74 Unrealized
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $21,723 Shares 304,670 Est. Cost $56.63 Unrealized +16.8%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $20,052 Shares 92,660 Est. Cost $128.98 Unrealized +32.2%
ARC DOCUMENT SOLUTIONS INC 0.1%
Value ($000) $19,992 Shares 3,935,427 Est. Cost $4.43 Unrealized
UPBD RENT A CENTER INC 0.1%
Value ($000) $19,561 Shares 1,738,738 Est. Cost $25.45 Unrealized -56.2%
AETNA INC 0.1%
Value ($000) $19,252 Shares 155,248 Est. Cost $66.35 Unrealized
LEGG MASON INC 0.1%
Value ($000) $19,136 Shares 639,775 Est. Cost $35.28 Unrealized
PCG PG&E CORP 0.1%
Value ($000) $19,002 Shares 312,690 Est. Cost $48.18 Unrealized +19.2%
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $18,828 Shares 996,725 Est. Cost $25.24 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $18,577 Shares 585,290 Est. Cost $26.87 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $17,617 Shares 496,260 Est. Cost $17.72 Unrealized +41.5%
KSS KOHLS CORP 0.1%
Value ($000) $17,347 Shares 351,299 Est. Cost $51.96 Unrealized -4.8%
EXC EXELON CORP 0.1%
Value ($000) $17,166 Shares 483,693 Est. Cost $14.88 Unrealized +15.8%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $16,876 Shares 712,955 Est. Cost $17.65 Unrealized +15.8%
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $15,798 Shares 549,525 Est. Cost $20.17 Unrealized
PG PROCTER & GAMBLE COMPANY 0.1%
Value ($000) $15,150 Shares 180,184 Est. Cost $60.32 Unrealized +10.7%
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $14,981 Shares 314,390 Est. Cost $23.83 Unrealized +57.8%
WESCO AIRCRAFT HOLDINGS INC 0.1%
Value ($000) $14,961 Shares 1,000,737 Est. Cost $14.37 Unrealized
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $11,890 Shares 1,031,212 Est. Cost $9.72 Unrealized
CB CHUBB LTD 0.1%
Value ($000) $10,815 Shares 81,854 Est. Cost $96.06 Unrealized +12.8%
OC OWENS CORNING 0.1%
Value ($000) $10,484 Shares 203,330 Est. Cost $39.75 Unrealized +30.3%
VIRTUSA CORP 0.1%
Value ($000) $10,245 Shares 407,831 Est. Cost $25.12 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $10,012 Shares 225,790 Est. Cost $32.15 Unrealized +23.6%
NWS NEWS CORP - CLASS B 0.1%
Value ($000) $9,745 Shares 825,807 Est. Cost $14.59 Unrealized -21.4%
KKR & CO LP 0.1%
Value ($000) $9,116 Shares 592,343 Est. Cost $15.06 Unrealized
CDW CDW CORP 0.0%
Value ($000) $8,364 Shares 160,561 Est. Cost $33.98 Unrealized +28.8%
AIZ ASSURANT INC 0.0%
Value ($000) $7,440 Shares 80,124 Est. Cost $43.91 Unrealized +66.5%
APOLLO GLOBAL MANAGEMENT-A 0.0%
Value ($000) $6,462 Shares 333,800 Est. Cost $16.31 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $4,664 Shares 106,425 Est. Cost $23.60 Unrealized +32.6%
TTEK TETRA TECH INC 0.0%
Value ($000) $3,734 Shares 86,524 Est. Cost $5.19 Unrealized +55.7%
PKX POSCO - ADR 0.0%
Value ($000) $3,320 Shares 63,175 Est. Cost $50.92 Unrealized
PLY GEM HOLDINGS INC 0.0%
Value ($000) $2,921 Shares 179,737 Est. Cost $16.25 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $2,269 Shares 60,275 Est. Cost $39.07 Unrealized
SCHNITZER STEEL INDS INC - A 0.0%
Value ($000) $1,834 Shares 71,355 Est. Cost $26.15 Unrealized
INFY INFOSYS LTD - SP ADR 0.0%
Value ($000) $1,701 Shares 114,700 Est. Cost $25.46 Unrealized
AARONS INC 0.0%
Value ($000) $1,600 Shares 50,025 Est. Cost $31.98 Unrealized
BB&T CORP 0.0%
Value ($000) $1,478 Shares 31,428 Est. Cost $35.61 Unrealized
LUKOY LUKOIL PJSC - SPON ADR 0.0%
Value ($000) $918 Shares 16,350 Est. Cost $56.15 Unrealized
ROCK GIBRALTAR INDUSTRIES INC 0.0%
Value ($000) $426 Shares 10,240 Est. Cost $16.23 Unrealized +154.6%
RNR RENAISSANCE RE HLDGS LTD 0.0%
Value ($000) $345 Shares 2,530 Est. Cost $117.88 Unrealized +8.7%
DOX AMDOCS LTD 0.0%
Value ($000) $329 Shares 5,651 Est. Cost $49.45 Unrealized 0.0%
PREMIER INC CLASS A 0.0%
Value ($000) $318 Shares 10,483 Est. Cost $30.33 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $316 Shares 4,261 Est. Cost $74.61 Unrealized -13.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $305 Shares 4,287 Est. Cost $62.35 Unrealized 0.0%
LABORATORY CORP OF AMERICA HOLDINGS 0.0%
Value ($000) $299 Shares 2,327 Est. Cost $136.76 Unrealized
VARIAN MEDICAL SYSTEMS INC 0.0%
Value ($000) $257 Shares 2,860 Est. Cost $99.40 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $223 Shares 2,852 Est. Cost $58.75 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $218 Shares 3,476 Est. Cost $41.79 Unrealized 0.0%
DVA DAVITA HEALTHCARE PARTNERS INC 0.0%
Value ($000) $214 Shares 3,327 Est. Cost $62.28 Unrealized 0.0%
PATTERSON COS INC 0.0%
Value ($000) $209 Shares 5,082 Est. Cost $41.13 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $201 Shares 1,372 Est. Cost $126.01 Unrealized -9.2%