PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 5, 2017

Total Value ($000): $17,727,302 (100.0% shares, 0.0% debt)

Holdings (155)

BAC BANK OF AMERICA CORP 2.8%
Value ($000) $504,667 Shares 21,393,274 Est. Cost $10.54 Unrealized +83.9%
C CITIGROUP INC 2.8%
Value ($000) $501,996 Shares 8,391,768 Est. Cost $35.64 Unrealized +25.4%
VOYA VOYA FINANCIAL INC. 2.7%
Value ($000) $485,947 Shares 12,801,547 Est. Cost $29.02 Unrealized +24.5%
DOV DOVER CORP 2.5%
Value ($000) $448,479 Shares 5,581,569 Est. Cost $43.27 Unrealized +27.6%
ORCL ORACLE CORP 2.5%
Value ($000) $448,060 Shares 10,043,940 Est. Cost $28.11 Unrealized +29.8%
BEN FRANKLIN RESOURCES INC. 2.4%
Value ($000) $425,703 Shares 10,102,113 Est. Cost $27.71 Unrealized -5.6%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $425,147 Shares 5,184,090 Est. Cost $53.98 Unrealized +4.0%
OMC OMNICOM GROUP 2.4%
Value ($000) $424,950 Shares 4,929,240 Est. Cost $43.19 Unrealized +44.6%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 2.3%
Value ($000) $410,836 Shares 17,334,846 Est. Cost $6.49 Unrealized +59.0%
CTSH COGNIZANT TECH SOLUTIONS - A 2.3%
Value ($000) $399,616 Shares 6,713,981 Est. Cost $49.23 Unrealized +3.5%
AIG AMERICAN INTERNATIONAL GROUP 2.3%
Value ($000) $398,875 Shares 6,389,150 Est. Cost $33.72 Unrealized +51.7%
MS MORGAN STANLEY 2.2%
Value ($000) $394,848 Shares 9,216,815 Est. Cost $18.07 Unrealized +90.2%
ROYAL DUTCH SHELL PLC ADR 2.2%
Value ($000) $393,273 Shares 7,458,231 Est. Cost $59.48 Unrealized
WMT WAL-MART STORES 2.1%
Value ($000) $368,692 Shares 5,115,038 Est. Cost $20.32 Unrealized -2.6%
JPM JP MORGAN CHASE & CO 2.1%
Value ($000) $366,258 Shares 4,169,609 Est. Cost $36.69 Unrealized +89.9%
CIGNA CORP 1.9%
Value ($000) $330,533 Shares 2,256,353 Est. Cost $115.89 Unrealized
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $325,948 Shares 1,418,891 Est. Cost $121.71 Unrealized +64.4%
AXS AXIS CAPITAL HOLDINGS LTD 1.8%
Value ($000) $317,755 Shares 4,740,492 Est. Cost $32.09 Unrealized +62.7%
NWSA NEWS CORP - CLASS A 1.8%
Value ($000) $316,595 Shares 24,353,441 Est. Cost $14.85 Unrealized -24.0%
MCK MCKESSON CORPORATION 1.7%
Value ($000) $307,951 Shares 2,077,104 Est. Cost $136.55 Unrealized -0.0%
INTC INTEL CORPORATION 1.7%
Value ($000) $302,833 Shares 8,395,710 Est. Cost $18.70 Unrealized +58.7%
RF REGIONS FINL CORP 1.6%
Value ($000) $290,093 Shares 19,965,102 Est. Cost $6.44 Unrealized +64.5%
MET METLIFE INC 1.6%
Value ($000) $289,149 Shares 5,474,227 Est. Cost $24.72 Unrealized +42.9%
MYLAN NV 1.6%
Value ($000) $283,158 Shares 7,262,316 Est. Cost $38.99 Unrealized
STAPLES INC 1.5%
Value ($000) $273,872 Shares 31,228,241 Est. Cost $13.55 Unrealized
COF CAPITAL ONE FINL CORP 1.5%
Value ($000) $273,474 Shares 3,155,712 Est. Cost $58.80 Unrealized +29.8%
PH PARKER HANNIFIN CORPORATION 1.5%
Value ($000) $272,835 Shares 1,701,815 Est. Cost $83.16 Unrealized +59.4%
MUR MURPHY OIL CORP 1.5%
Value ($000) $260,591 Shares 9,114,773 Est. Cost $24.58 Unrealized -15.0%
AVT AVNET INC 1.4%
Value ($000) $249,394 Shares 5,450,045 Est. Cost $29.69 Unrealized +26.4%
HLT HILTON WORLDWIDE HOLDINGS INC 1.4%
Value ($000) $248,859 Shares 4,256,903 Est. Cost $55.58 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 1.3%
Value ($000) $227,640 Shares 1,713,256 Est. Cost $70.52 Unrealized +40.4%
STT STATE STREET CORP 1.3%
Value ($000) $225,525 Shares 2,832,878 Est. Cost $46.51 Unrealized +31.0%
INTERPUBLIC GROUP OF COS INC 1.3%
Value ($000) $225,097 Shares 9,161,457 Est. Cost $9.90 Unrealized +71.2%
CVE CENOVUS ENERGY INC. 1.2%
Value ($000) $215,070 Shares 19,032,719 Est. Cost $10.92 Unrealized +4.6%
BP BP PLC - SPONS ADR 1.2%
Value ($000) $214,823 Shares 6,223,152 Est. Cost $41.64 Unrealized
XL GROUP LTD 1.1%
Value ($000) $203,762 Shares 5,111,936 Est. Cost $33.73 Unrealized
F FORD MOTOR COMPANY 1.1%
Value ($000) $200,223 Shares 17,201,293 Est. Cost $8.25 Unrealized -5.6%
TEX TEREX CORP 1.0%
Value ($000) $180,337 Shares 5,743,227 Est. Cost $30.35 Unrealized +3.5%
UBS UBS GROUP AG 1.0%
Value ($000) $178,238 Shares 11,174,816 Est. Cost $17.20 Unrealized -6.4%
ON ON SEMICONDUCTOR CORP 1.0%
Value ($000) $171,764 Shares 11,088,675 Est. Cost $8.83 Unrealized +64.1%
WTW WILLIS TOWERS WATSON PLC 0.9%
Value ($000) $162,100 Shares 1,238,446 Est. Cost $101.59 Unrealized +10.5%
SEAGATE TECHNOLOGY 0.9%
Value ($000) $158,149 Shares 3,443,251 Est. Cost $30.86 Unrealized
EIX EDISON INTERNATIONAL 0.8%
Value ($000) $142,549 Shares 1,790,588 Est. Cost $40.95 Unrealized +27.8%
LAMR LAMAR ADVERTISING CO -A 0.7%
Value ($000) $131,103 Shares 1,754,122 Est. Cost $53.64 Unrealized
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $129,770 Shares 2,922,096 Est. Cost $29.39 Unrealized +25.6%
COP CONOCOPHILLIPS 0.7%
Value ($000) $124,802 Shares 2,502,552 Est. Cost $30.73 Unrealized +19.0%
KEY KEY CORP 0.7%
Value ($000) $122,906 Shares 6,912,571 Est. Cost $7.25 Unrealized +72.2%
ALL ALLSTATE CORP 0.7%
Value ($000) $119,313 Shares 1,464,140 Est. Cost $50.60 Unrealized +27.5%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $113,893 Shares 914,439 Est. Cost $66.17 Unrealized +41.2%
HPQ HP INC 0.6%
Value ($000) $111,983 Shares 6,263,058 Est. Cost $9.07 Unrealized +33.4%
FLEX FLEX LTD 0.5%
Value ($000) $96,091 Shares 5,719,698 Est. Cost $7.07 Unrealized +69.4%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $91,237 Shares 3,591,997 Est. Cost $12.24 Unrealized +57.8%
MSFT MICROSOFT CORP 0.5%
Value ($000) $90,753 Shares 1,377,964 Est. Cost $29.16 Unrealized +98.3%
ACTUANT CORP- A 0.5%
Value ($000) $86,964 Shares 3,300,324 Est. Cost $27.10 Unrealized
CAH CARDINAL HEALTH INC 0.5%
Value ($000) $86,386 Shares 1,059,303 Est. Cost $60.58 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $84,749 Shares 2,507,355 Est. Cost $16.36 Unrealized +51.2%
WBS WEBSTER FINANCIAL CORP. 0.5%
Value ($000) $83,223 Shares 1,663,136 Est. Cost $28.60 Unrealized +86.7%
JELD JELD-WEN HOLDING INC 0.5%
Value ($000) $82,357 Shares 2,507,051 Est. Cost $30.46 Unrealized 0.0%
CMA COMERICA INC 0.4%
Value ($000) $79,712 Shares 1,162,325 Est. Cost $26.39 Unrealized +82.8%
ACM AECOM 0.4%
Value ($000) $79,212 Shares 2,225,695 Est. Cost $28.89 Unrealized +21.7%
IVZ INVESCO LTD 0.4%
Value ($000) $76,946 Shares 2,512,119 Est. Cost $19.18 Unrealized +7.9%
PFE PFIZER INC 0.4%
Value ($000) $75,861 Shares 2,217,509 Est. Cost $18.24 Unrealized +17.4%
KBR KBR INC 0.4%
Value ($000) $74,281 Shares 4,942,159 Est. Cost $15.18 Unrealized -7.2%
AVANGRID INC 0.4%
Value ($000) $73,555 Shares 1,720,977 Est. Cost $42.74 Unrealized
BIDU BAIDU INC - SPON ADR 0.4%
Value ($000) $73,348 Shares 425,160 Est. Cost $172.52 Unrealized
MASONITE INTERNATIONAL CORP 0.4%
Value ($000) $72,060 Shares 909,280 Est. Cost $58.46 Unrealized
KELLOGG COMPANY 0.4%
Value ($000) $70,493 Shares 970,849 Est. Cost $41.49 Unrealized +20.6%
G GENPACT LTD 0.4%
Value ($000) $65,161 Shares 2,631,711 Est. Cost $20.89 Unrealized +5.6%
DAN DANA INC 0.3%
Value ($000) $61,062 Shares 3,162,214 Est. Cost $14.44 Unrealized +11.2%
CFG CITIZENS FINANCIAL GROUP 0.3%
Value ($000) $61,008 Shares 1,765,783 Est. Cost $15.71 Unrealized +64.1%
ASB ASSOCIATED BANC CORP 0.3%
Value ($000) $58,046 Shares 2,378,954 Est. Cost $11.96 Unrealized +52.8%
AMERICAN EQUITY INVT LIFE 0.3%
Value ($000) $57,373 Shares 2,427,963 Est. Cost $14.81 Unrealized
WFC WELLS FARGO CO 0.3%
Value ($000) $56,625 Shares 1,017,334 Est. Cost $28.02 Unrealized +58.3%
SUPERIOR ENERGY SERVICES INC 0.3%
Value ($000) $56,324 Shares 3,949,817 Est. Cost $23.45 Unrealized
TRS TRIMAS CORP 0.3%
Value ($000) $56,204 Shares 2,708,647 Est. Cost $20.81 Unrealized +5.3%
SYNOVUS FINANCIAL CORP 0.3%
Value ($000) $55,510 Shares 1,353,254 Est. Cost $25.49 Unrealized
ACH OWENS & MINOR INC 0.3%
Value ($000) $54,654 Shares 1,579,596 Est. Cost $30.57 Unrealized +6.0%
TE CONNECTIVITY LTD. 0.3%
Value ($000) $54,494 Shares 730,972 Est. Cost $45.54 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.3%
Value ($000) $54,356 Shares 1,044,312 Est. Cost $45.75 Unrealized
TELEFONICA BRASIL - ADR 0.3%
Value ($000) $53,379 Shares 3,594,488 Est. Cost $12.82 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $52,499 Shares 826,233 Est. Cost $37.24 Unrealized +23.7%
ESSENDANT INC 0.3%
Value ($000) $52,037 Shares 3,434,765 Est. Cost $24.33 Unrealized
SCSC SCANSOURCE INC 0.3%
Value ($000) $50,312 Shares 1,281,823 Est. Cost $37.38 Unrealized +9.1%
CUBIC CORP 0.3%
Value ($000) $48,499 Shares 918,538 Est. Cost $46.39 Unrealized
GTLS CHART INDUSTRIES INC 0.3%
Value ($000) $46,393 Shares 1,327,785 Est. Cost $24.74 Unrealized +49.7%
VERIFONE SYSTEMS INC 0.3%
Value ($000) $45,439 Shares 2,425,979 Est. Cost $18.73 Unrealized
HOPE HOPE BANCORP INC 0.2%
Value ($000) $43,993 Shares 2,294,878 Est. Cost $16.20 Unrealized +29.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $42,648 Shares 743,776 Est. Cost $44.14 Unrealized +3.1%
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $41,922 Shares 534,035 Est. Cost $74.28 Unrealized -18.4%
FTI TECHNIPFMC PLC 0.2%
Value ($000) $41,869 Shares 1,288,273 Est. Cost $22.64 Unrealized 0.0%
GLW CORNING INC 0.2%
Value ($000) $39,986 Shares 1,480,948 Est. Cost $13.55 Unrealized +54.8%
VALIDUS HOLDINGS LTD 0.2%
Value ($000) $39,227 Shares 695,638 Est. Cost $39.11 Unrealized
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $38,985 Shares 575,001 Est. Cost $46.12 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $37,552 Shares 763,105 Est. Cost $27.15 Unrealized +66.3%
ANIXTER INTERNATIONAL INC 0.2%
Value ($000) $37,334 Shares 470,798 Est. Cost $53.26 Unrealized
TORCHMARK CORP 0.2%
Value ($000) $36,993 Shares 480,175 Est. Cost $56.51 Unrealized
TRIPLE-S MANAGEMENT CORP-B 0.2%
Value ($000) $36,534 Shares 2,079,325 Est. Cost $23.06 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $36,384 Shares 885,468 Est. Cost $19.94 Unrealized +105.1%
BAKER HUGHES INC 0.2%
Value ($000) $34,723 Shares 580,451 Est. Cost $46.86 Unrealized
T AT&T INC 0.2%
Value ($000) $34,230 Shares 823,827 Est. Cost $12.21 Unrealized +37.0%
GENERAL CABLE CORP DEL NE 0.2%
Value ($000) $30,995 Shares 1,726,761 Est. Cost $15.01 Unrealized
FIRST MIDWEST BANCORP INC 0.2%
Value ($000) $30,385 Shares 1,283,148 Est. Cost $16.16 Unrealized
DIOD DIODES INC. 0.2%
Value ($000) $29,700 Shares 1,234,932 Est. Cost $22.67 Unrealized +9.8%
GNW GENWORTH FINANCIAL INC CL A 0.2%
Value ($000) $28,774 Shares 6,983,931 Est. Cost $11.28 Unrealized -65.9%
ETR ENTERGY CORP 0.2%
Value ($000) $28,253 Shares 371,942 Est. Cost $20.56 Unrealized +27.2%
TCF FINANCIAL CORP 0.2%
Value ($000) $27,914 Shares 1,640,076 Est. Cost $14.37 Unrealized
L3 TECHNOLOGIES, INC. 0.2%
Value ($000) $27,855 Shares 168,525 Est. Cost $165.29 Unrealized
UVV UNIVERSAL CORP 0.1%
Value ($000) $26,208 Shares 370,436 Est. Cost $53.40 Unrealized +30.5%
SRI STONERIDGE INC 0.1%
Value ($000) $25,632 Shares 1,412,992 Est. Cost $11.70 Unrealized +50.5%
LEGG MASON INC 0.1%
Value ($000) $23,102 Shares 639,775 Est. Cost $35.28 Unrealized
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $22,366 Shares 304,670 Est. Cost $56.63 Unrealized +29.3%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $21,616 Shares 92,450 Est. Cost $128.98 Unrealized +47.3%
PCG PG&E CORP 0.1%
Value ($000) $20,771 Shares 313,010 Est. Cost $48.18 Unrealized +27.9%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $20,619 Shares 712,955 Est. Cost $17.65 Unrealized +36.4%
AETNA INC 0.1%
Value ($000) $19,763 Shares 154,946 Est. Cost $66.35 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $19,465 Shares 496,808 Est. Cost $17.72 Unrealized +65.4%
PLY GEM HOLDINGS INC 0.1%
Value ($000) $18,674 Shares 947,914 Est. Cost $19.05 Unrealized
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $18,496 Shares 586,622 Est. Cost $26.87 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $18,046 Shares 549,525 Est. Cost $20.17 Unrealized
WESCO AIRCRAFT HOLDINGS INC 0.1%
Value ($000) $17,744 Shares 1,556,462 Est. Cost $13.31 Unrealized
VIRTUSA CORP 0.1%
Value ($000) $16,357 Shares 541,256 Est. Cost $26.38 Unrealized
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $15,740 Shares 342,554 Est. Cost $23.73 Unrealized +91.5%
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $15,529 Shares 996,725 Est. Cost $25.24 Unrealized
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $15,113 Shares 314,390 Est. Cost $23.83 Unrealized +67.4%
KSS KOHLS CORP 0.1%
Value ($000) $13,980 Shares 351,174 Est. Cost $51.96 Unrealized -21.4%
ARC DOCUMENT SOLUTIONS INC 0.1%
Value ($000) $13,293 Shares 3,853,116 Est. Cost $4.43 Unrealized
OC OWENS CORNING 0.1%
Value ($000) $12,478 Shares 203,330 Est. Cost $39.75 Unrealized +44.3%
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $11,665 Shares 1,046,199 Est. Cost $9.74 Unrealized
KKR & CO LP 0.1%
Value ($000) $11,159 Shares 612,118 Est. Cost $15.16 Unrealized
CB CHUBB LTD 0.1%
Value ($000) $11,153 Shares 81,854 Est. Cost $96.06 Unrealized +19.6%
CMCO COLUMBUS MCKINNON CORP 0.1%
Value ($000) $10,037 Shares 404,406 Est. Cost $21.94 Unrealized +11.7%
CDW CDW CORP 0.1%
Value ($000) $9,266 Shares 160,561 Est. Cost $33.98 Unrealized +49.1%
NWS NEWS CORP - CLASS B 0.0%
Value ($000) $8,856 Shares 656,034 Est. Cost $14.59 Unrealized -20.1%
APOLLO GLOBAL MANAGEMENT-A 0.0%
Value ($000) $8,136 Shares 334,519 Est. Cost $16.31 Unrealized
BPOP POPULAR INC. 0.0%
Value ($000) $4,045 Shares 99,314 Est. Cost $23.60 Unrealized +41.9%
PKX POSCO - ADR 0.0%
Value ($000) $3,889 Shares 60,300 Est. Cost $50.92 Unrealized
EEM ISHARES MSCI EMERGING MKT IN 0.0%
Value ($000) $2,636 Shares 66,918 Est. Cost $39.39 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $2,519 Shares 60,275 Est. Cost $39.07 Unrealized
INFY INFOSYS LTD - SP ADR 0.0%
Value ($000) $1,812 Shares 114,700 Est. Cost $25.46 Unrealized
LUKOY LUKOIL PJSC - SPON ADR 0.0%
Value ($000) $868 Shares 16,350 Est. Cost $56.15 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $367 Shares 4,560 Est. Cost $62.35 Unrealized +0.0%
DOX AMDOCS LTD 0.0%
Value ($000) $345 Shares 5,651 Est. Cost $49.45 Unrealized +2.2%
SO SOUTHERN CO 0.0%
Value ($000) $344 Shares 6,918 Est. Cost $34.16 Unrealized 0.0%
PREMIER INC CLASS A 0.0%
Value ($000) $334 Shares 10,483 Est. Cost $30.33 Unrealized
LABORATORY CORP OF AMERICA HOLDINGS 0.0%
Value ($000) $320 Shares 2,230 Est. Cost $136.76 Unrealized
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $278 Shares 13,581 Est. Cost $10.11 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $272 Shares 4,170 Est. Cost $42.07 Unrealized +3.3%
ALLEGHANY CORP 0.0%
Value ($000) $260 Shares 423 Est. Cost $614.66 Unrealized
TDG TRANSDIGM GROUP INC. 0.0%
Value ($000) $239 Shares 1,086 Est. Cost $163.01 Unrealized 0.0%
DVA DAVITA HEALTHCARE PARTNERS INC 0.0%
Value ($000) $226 Shares 3,327 Est. Cost $62.28 Unrealized +6.3%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $221 Shares 2,502 Est. Cost $58.75 Unrealized +13.1%
AMGN AMGEN INC 0.0%
Value ($000) $213 Shares 1,297 Est. Cost $126.01 Unrealized +0.9%
BIIB BIOGEN INC 0.0%
Value ($000) $208 Shares 759 Est. Cost $282.75 Unrealized 0.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $206 Shares 4,949 Est. Cost $20.11 Unrealized 0.0%
ANNALY CAPITAL MANAGMENT INC 0.0%
Value ($000) $143 Shares 12,906 Est. Cost $11.08 Unrealized