PZENA INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001027796 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 9, 2018

Total Value ($000): $20,386,335 (100.0% shares, 0.0% debt)

Holdings (156)

MYLAN NV 4.6%
Value ($000) $929,891 Shares 21,978,042 Est. Cost $35.47 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 3.1%
Value ($000) $639,781 Shares 44,553,009 Est. Cost $9.07 Unrealized +21.8%
C CITIGROUP INC 3.1%
Value ($000) $622,364 Shares 8,363,979 Est. Cost $35.64 Unrealized +58.4%
VOYA VOYA FINANCIAL INC. 3.0%
Value ($000) $612,965 Shares 12,390,640 Est. Cost $29.02 Unrealized +33.0%
DOV DOVER CORP 2.9%
Value ($000) $600,151 Shares 5,942,675 Est. Cost $44.65 Unrealized +52.6%
BAC BANK OF AMERICA CORP 2.8%
Value ($000) $578,454 Shares 19,595,313 Est. Cost $10.54 Unrealized +116.1%
OMC OMNICOM GROUP 2.7%
Value ($000) $557,408 Shares 7,653,555 Est. Cost $48.13 Unrealized +11.3%
ORCL ORACLE CORP 2.6%
Value ($000) $530,908 Shares 11,229,017 Est. Cost $29.88 Unrealized +45.6%
CTSH COGNIZANT TECH SOLUTIONS - A 2.5%
Value ($000) $505,636 Shares 7,119,634 Est. Cost $49.96 Unrealized +30.4%
WMT WAL-MART STORES 2.4%
Value ($000) $498,856 Shares 5,051,710 Est. Cost $20.35 Unrealized +31.8%
COF CAPITAL ONE FINL CORP 2.3%
Value ($000) $464,095 Shares 4,660,524 Est. Cost $62.71 Unrealized +26.5%
MS MORGAN STANLEY 2.2%
Value ($000) $456,655 Shares 8,703,173 Est. Cost $18.07 Unrealized +119.9%
BEN FRANKLIN RESOURCES INC. 2.2%
Value ($000) $450,203 Shares 10,390,099 Est. Cost $27.69 Unrealized -0.1%
ROYAL DUTCH SHELL PLC ADR 2.2%
Value ($000) $447,792 Shares 6,712,510 Est. Cost $59.41 Unrealized
JPM JP MORGAN CHASE & CO 2.0%
Value ($000) $415,337 Shares 3,883,833 Est. Cost $36.69 Unrealized +121.6%
WFC WELLS FARGO CO 2.0%
Value ($000) $414,305 Shares 6,828,830 Est. Cost $40.61 Unrealized +11.0%
AIG AMERICAN INTERNATIONAL GROUP 2.0%
Value ($000) $414,087 Shares 6,950,107 Est. Cost $34.91 Unrealized +42.4%
MCK MCKESSON CORPORATION 2.0%
Value ($000) $405,533 Shares 2,600,401 Est. Cost $137.99 Unrealized +0.7%
NWSA NEWS CORP - CLASS A 1.8%
Value ($000) $365,508 Shares 22,548,294 Est. Cost $14.85 Unrealized -7.9%
INTERPUBLIC GROUP OF COS INC 1.8%
Value ($000) $359,960 Shares 17,855,163 Est. Cost $12.16 Unrealized +18.7%
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $358,769 Shares 1,408,263 Est. Cost $121.71 Unrealized +68.5%
AVT AVNET INC 1.8%
Value ($000) $357,833 Shares 9,031,623 Est. Cost $30.73 Unrealized +7.2%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $356,821 Shares 4,266,158 Est. Cost $54.06 Unrealized +5.7%
F FORD MOTOR COMPANY 1.6%
Value ($000) $322,946 Shares 25,856,377 Est. Cost $7.89 Unrealized +1.6%
MUR MURPHY OIL CORP 1.5%
Value ($000) $301,305 Shares 9,703,852 Est. Cost $24.29 Unrealized -14.6%
MET METLIFE INC 1.4%
Value ($000) $292,711 Shares 5,789,379 Est. Cost $25.45 Unrealized +56.7%
EXPRESS SCRIPTS HOLDING CO 1.3%
Value ($000) $268,911 Shares 3,602,780 Est. Cost $64.02 Unrealized
STT STATE STREET CORP 1.3%
Value ($000) $268,402 Shares 2,749,738 Est. Cost $46.51 Unrealized +60.0%
BP BP PLC - SPONS ADR 1.2%
Value ($000) $235,745 Shares 5,608,977 Est. Cost $41.64 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 1.1%
Value ($000) $232,652 Shares 4,628,962 Est. Cost $32.20 Unrealized +31.1%
CVE CENOVUS ENERGY INC. 1.0%
Value ($000) $210,973 Shares 23,107,613 Est. Cost $10.30 Unrealized -18.9%
CIGNA CORP 1.0%
Value ($000) $204,918 Shares 1,008,999 Est. Cost $115.89 Unrealized
RF REGIONS FINL CORP 1.0%
Value ($000) $204,108 Shares 11,811,834 Est. Cost $6.44 Unrealized +81.2%
UBS UBS GROUP AG 1.0%
Value ($000) $203,556 Shares 11,068,827 Est. Cost $17.20 Unrealized +1.0%
HLT HILTON WORLDWIDE HOLDINGS INC 1.0%
Value ($000) $203,219 Shares 2,544,692 Est. Cost $55.58 Unrealized +29.6%
HAL HALLIBURTON CO 1.0%
Value ($000) $197,695 Shares 4,045,333 Est. Cost $33.89 Unrealized +10.5%
JELD JELD-WEN HOLDING INC 0.9%
Value ($000) $187,243 Shares 4,755,987 Est. Cost $32.08 Unrealized +15.7%
WTW WILLIS TOWERS WATSON PLC 0.9%
Value ($000) $186,273 Shares 1,236,137 Est. Cost $103.10 Unrealized +36.8%
XL GROUP LTD 0.9%
Value ($000) $179,758 Shares 5,112,567 Est. Cost $33.89 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $157,961 Shares 4,361,143 Est. Cost $20.32 Unrealized +17.1%
TEX TEREX CORP 0.8%
Value ($000) $156,758 Shares 3,250,900 Est. Cost $30.35 Unrealized +51.7%
PH PARKER HANNIFIN CORPORATION 0.7%
Value ($000) $148,756 Shares 745,343 Est. Cost $83.16 Unrealized +97.6%
MICRO FOCUS INTL-SPN ADR 0.7%
Value ($000) $147,608 Shares 4,394,396 Est. Cost $31.90 Unrealized
KEY KEY CORP 0.7%
Value ($000) $139,310 Shares 6,906,772 Est. Cost $7.25 Unrealized +80.2%
ALL ALLSTATE CORP 0.7%
Value ($000) $134,065 Shares 1,280,343 Est. Cost $50.60 Unrealized +61.6%
CAH CARDINAL HEALTH INC 0.6%
Value ($000) $119,505 Shares 1,950,460 Est. Cost $57.56 Unrealized -15.8%
LAMR LAMAR ADVERTISING CO -A 0.6%
Value ($000) $117,438 Shares 1,581,874 Est. Cost $53.64 Unrealized
SEAGATE TECHNOLOGY 0.6%
Value ($000) $116,777 Shares 2,791,030 Est. Cost $30.86 Unrealized
R RYDER SYSTEM INC. 0.6%
Value ($000) $116,230 Shares 1,380,890 Est. Cost $79.24 Unrealized +3.1%
EIX EDISON INTERNATIONAL 0.6%
Value ($000) $113,047 Shares 1,787,588 Est. Cost $40.95 Unrealized +31.2%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $109,882 Shares 2,868,976 Est. Cost $17.78 Unrealized +57.3%
ACTUANT CORP- A 0.5%
Value ($000) $108,138 Shares 4,274,245 Est. Cost $26.74 Unrealized
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $99,257 Shares 584,934 Est. Cost $70.52 Unrealized +85.6%
HPQ HP INC 0.5%
Value ($000) $96,262 Shares 4,581,722 Est. Cost $9.07 Unrealized +79.1%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $96,031 Shares 3,165,147 Est. Cost $12.24 Unrealized +75.6%
BIDU BAIDU INC - SPON ADR 0.5%
Value ($000) $95,902 Shares 409,468 Est. Cost $172.62 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $92,312 Shares 1,640,524 Est. Cost $41.66 Unrealized +3.2%
IVZ INVESCO LTD 0.5%
Value ($000) $92,015 Shares 2,518,196 Est. Cost $19.18 Unrealized +28.1%
MSFT MICROSOFT CORP 0.4%
Value ($000) $91,510 Shares 1,069,794 Est. Cost $29.16 Unrealized +158.1%
G GENPACT LTD 0.4%
Value ($000) $90,243 Shares 2,843,211 Est. Cost $21.45 Unrealized +31.5%
AVANGRID INC 0.4%
Value ($000) $87,058 Shares 1,721,190 Est. Cost $42.74 Unrealized
WBS WEBSTER FINANCIAL CORP. 0.4%
Value ($000) $83,873 Shares 1,493,462 Est. Cost $29.02 Unrealized +88.6%
FLEX FLEX LTD 0.4%
Value ($000) $83,632 Shares 4,648,765 Est. Cost $7.37 Unrealized +83.3%
ACM AECOM 0.4%
Value ($000) $82,697 Shares 2,226,022 Est. Cost $28.89 Unrealized +21.0%
THG HANOVER INSURANCE GROUP 0.4%
Value ($000) $81,359 Shares 752,763 Est. Cost $74.10 Unrealized +9.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $80,423 Shares 1,465,160 Est. Cost $30.86 Unrealized +28.5%
CAR AVIS BUDGET GROUP INC 0.4%
Value ($000) $72,855 Shares 1,660,313 Est. Cost $34.31 Unrealized +10.2%
MASONITE INTERNATIONAL CORP 0.3%
Value ($000) $70,603 Shares 952,166 Est. Cost $60.81 Unrealized
KBR KBR INC 0.3%
Value ($000) $69,977 Shares 3,528,822 Est. Cost $15.18 Unrealized +12.1%
TE CONNECTIVITY LTD. 0.3%
Value ($000) $69,344 Shares 729,627 Est. Cost $45.54 Unrealized
KELLOGG COMPANY 0.3%
Value ($000) $66,166 Shares 973,315 Est. Cost $41.49 Unrealized +7.7%
TELEFONICA BRASIL - ADR 0.3%
Value ($000) $65,843 Shares 4,439,830 Est. Cost $13.13 Unrealized
ASPEN INSURANCE HOLDINGS LTD 0.3%
Value ($000) $65,612 Shares 1,616,063 Est. Cost $43.99 Unrealized
ANIXTER INTERNATIONAL INC 0.3%
Value ($000) $65,386 Shares 860,348 Est. Cost $63.78 Unrealized
PCG PG&E CORP 0.3%
Value ($000) $64,670 Shares 1,442,561 Est. Cost $53.81 Unrealized +2.9%
FTI TECHNIPFMC PLC 0.3%
Value ($000) $63,441 Shares 2,026,224 Est. Cost $21.30 Unrealized -10.6%
TRS TRIMAS CORP 0.3%
Value ($000) $63,035 Shares 2,356,457 Est. Cost $20.81 Unrealized +28.0%
CMA COMERICA INC 0.3%
Value ($000) $62,239 Shares 716,953 Est. Cost $26.39 Unrealized +113.1%
VALIDUS HOLDINGS LTD 0.3%
Value ($000) $60,539 Shares 1,290,251 Est. Cost $42.75 Unrealized
GTLS CHART INDUSTRIES INC 0.3%
Value ($000) $60,128 Shares 1,283,149 Est. Cost $25.03 Unrealized +78.3%
ASB ASSOCIATED BANC CORP 0.3%
Value ($000) $59,630 Shares 2,347,623 Est. Cost $12.10 Unrealized +52.6%
ROCK GIBRALTAR INDUSTRIES INC 0.3%
Value ($000) $58,214 Shares 1,764,060 Est. Cost $32.36 Unrealized -1.3%
HOPE HOPE BANCORP INC 0.3%
Value ($000) $55,227 Shares 3,026,113 Est. Cost $16.62 Unrealized +9.1%
AMERICAN EQUITY INVT LIFE 0.3%
Value ($000) $53,672 Shares 1,746,560 Est. Cost $14.81 Unrealized
VERIFONE SYSTEMS INC 0.3%
Value ($000) $52,115 Shares 2,942,690 Est. Cost $18.60 Unrealized
MD MEDNAX INC 0.3%
Value ($000) $51,411 Shares 962,030 Est. Cost $47.18 Unrealized 0.0%
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $50,828 Shares 701,082 Est. Cost $70.97 Unrealized -20.8%
SCSC SCANSOURCE INC 0.2%
Value ($000) $47,815 Shares 1,335,617 Est. Cost $37.47 Unrealized +4.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $47,636 Shares 744,080 Est. Cost $44.14 Unrealized +11.0%
ESSENDANT INC 0.2%
Value ($000) $46,921 Shares 5,061,547 Est. Cost $20.19 Unrealized
CUBIC CORP 0.2%
Value ($000) $44,824 Shares 760,371 Est. Cost $46.55 Unrealized
SYNOVUS FINANCIAL CORP 0.2%
Value ($000) $43,808 Shares 913,804 Est. Cost $25.49 Unrealized
TRIPLE-S MANAGEMENT CORP-B 0.2%
Value ($000) $42,275 Shares 1,701,200 Est. Cost $23.06 Unrealized
DIEBOLD NIXDORF INC 0.2%
Value ($000) $39,899 Shares 2,440,289 Est. Cost $21.28 Unrealized
SUPERIOR ENERGY SERVICES INC 0.2%
Value ($000) $39,891 Shares 4,142,393 Est. Cost $22.60 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.2%
Value ($000) $37,271 Shares 973,385 Est. Cost $22.97 Unrealized +78.0%
PLY GEM HOLDINGS INC 0.2%
Value ($000) $35,490 Shares 1,918,393 Est. Cost $17.93 Unrealized
ARGO GROUP INTERNATIONAL 0.2%
Value ($000) $35,156 Shares 570,252 Est. Cost $46.69 Unrealized
UVV UNIVERSAL CORP 0.2%
Value ($000) $34,409 Shares 655,409 Est. Cost $54.77 Unrealized +1.4%
L3 TECHNOLOGIES, INC. 0.2%
Value ($000) $33,246 Shares 168,036 Est. Cost $165.29 Unrealized
T AT&T INC 0.2%
Value ($000) $32,063 Shares 824,665 Est. Cost $12.21 Unrealized +24.9%
CFG CITIZENS FINANCIAL GROUP 0.2%
Value ($000) $30,899 Shares 736,038 Est. Cost $15.71 Unrealized +78.3%
ACH OWENS & MINOR INC 0.1%
Value ($000) $30,244 Shares 1,601,913 Est. Cost $30.46 Unrealized -32.3%
FIRST MIDWEST BANCORP INC 0.1%
Value ($000) $30,144 Shares 1,255,466 Est. Cost $16.42 Unrealized
ETR ENTERGY CORP 0.1%
Value ($000) $30,085 Shares 369,635 Est. Cost $20.56 Unrealized +50.3%
TORCHMARK CORP 0.1%
Value ($000) $29,947 Shares 330,135 Est. Cost $56.51 Unrealized
TCF FINANCIAL CORP 0.1%
Value ($000) $29,530 Shares 1,440,506 Est. Cost $14.40 Unrealized
LEGG MASON INC 0.1%
Value ($000) $26,858 Shares 639,775 Est. Cost $35.28 Unrealized
ARW ARROW ELECTRONICS INC 0.1%
Value ($000) $24,536 Shares 305,140 Est. Cost $56.63 Unrealized +41.9%
BHF BRIGHTHOUSE FINANCIAL INC 0.1%
Value ($000) $24,256 Shares 413,648 Est. Cost $59.99 Unrealized -1.4%
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.1%
Value ($000) $23,801 Shares 600,277 Est. Cost $22.26 Unrealized
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $20,150 Shares 91,068 Est. Cost $128.98 Unrealized +47.8%
KSS KOHLS CORP 0.1%
Value ($000) $18,774 Shares 346,192 Est. Cost $51.96 Unrealized -11.4%
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $18,715 Shares 712,955 Est. Cost $17.65 Unrealized +52.3%
BKR BAKER HUGHES A GE CO 0.1%
Value ($000) $18,197 Shares 575,126 Est. Cost $28.18 Unrealized -9.3%
HIG THE HARTFORD FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $17,815 Shares 316,546 Est. Cost $23.83 Unrealized +95.5%
HOSPITALITY PROPERTIES TRUST 0.1%
Value ($000) $17,545 Shares 587,765 Est. Cost $26.87 Unrealized
ROWAN COMPANIES PLC - A 0.1%
Value ($000) $15,609 Shares 996,725 Est. Cost $25.24 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.1%
Value ($000) $13,538 Shares 142,652 Est. Cost $62.87 Unrealized +22.2%
GENERAL CABLE CORP DEL NE 0.1%
Value ($000) $13,052 Shares 440,960 Est. Cost $15.10 Unrealized
KKR & CO LP 0.1%
Value ($000) $12,167 Shares 577,720 Est. Cost $15.26 Unrealized
GNW GENWORTH FINANCIAL INC CL A 0.1%
Value ($000) $11,844 Shares 3,808,323 Est. Cost $11.28 Unrealized -69.3%
WESCO AIRCRAFT HOLDINGS INC 0.1%
Value ($000) $11,752 Shares 1,588,064 Est. Cost $13.21 Unrealized
DRH DIAMONDROCK HOSPITALITY CO. 0.1%
Value ($000) $11,719 Shares 1,038,016 Est. Cost $9.80 Unrealized
APOLLO GLOBAL MANAGEMENT-A 0.0%
Value ($000) $9,802 Shares 292,861 Est. Cost $16.31 Unrealized
PKX POSCO - ADR 0.0%
Value ($000) $9,214 Shares 117,930 Est. Cost $59.84 Unrealized
STEELCASE INC - CL A 0.0%
Value ($000) $7,465 Shares 491,144 Est. Cost $15.20 Unrealized
WSFS WSFS FINANCIAL CORP 0.0%
Value ($000) $7,132 Shares 149,043 Est. Cost $23.73 Unrealized +107.8%
ARC DOCUMENT SOLUTIONS INC 0.0%
Value ($000) $5,180 Shares 2,031,488 Est. Cost $4.43 Unrealized
SHG SHINHAN FINANCIAL GROUP - ADR 0.0%
Value ($000) $4,342 Shares 93,568 Est. Cost $41.13 Unrealized
NWS NEWS CORP - CLASS B 0.0%
Value ($000) $3,229 Shares 194,536 Est. Cost $14.59 Unrealized -4.2%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $2,400 Shares 114,610 Est. Cost $8.83 Unrealized +130.9%
VIRTUSA CORP 0.0%
Value ($000) $2,232 Shares 50,636 Est. Cost $26.38 Unrealized
CHINA MOBILE LTD-SPON ADR 0.0%
Value ($000) $1,036 Shares 20,500 Est. Cost $50.54 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $949 Shares 23,148 Est. Cost $37.86 Unrealized 0.0%
LUKOY LUKOIL PJSC - SPON ADR 0.0%
Value ($000) $943 Shares 16,350 Est. Cost $56.15 Unrealized
SRI STONERIDGE INC 0.0%
Value ($000) $835 Shares 36,516 Est. Cost $11.70 Unrealized +91.0%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $728 Shares 5,788 Est. Cost $125.78 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $489 Shares 3,495 Est. Cost $123.25 Unrealized +7.1%
SO SOUTHERN CO 0.0%
Value ($000) $467 Shares 9,701 Est. Cost $34.66 Unrealized +5.2%
CB CHUBB LTD 0.0%
Value ($000) $462 Shares 3,161 Est. Cost $102.52 Unrealized +26.4%
BRO BROWN & BROWN INC 0.0%
Value ($000) $456 Shares 8,859 Est. Cost $20.93 Unrealized +12.6%
DOX AMDOCS LTD 0.0%
Value ($000) $443 Shares 6,773 Est. Cost $50.39 Unrealized +9.4%
VST VISTRA ENERGY CORP 0.0%
Value ($000) $416 Shares 22,686 Est. Cost $14.91 Unrealized +7.5%
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $383 Shares 17,909 Est. Cost $10.53 Unrealized 0.0%
ALLEGHANY CORP 0.0%
Value ($000) $330 Shares 554 Est. Cost $605.54 Unrealized
PRICELINE GROUP INC. 0.0%
Value ($000) $327 Shares 188 Est. Cost $1739.36 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $324 Shares 7,019 Est. Cost $21.01 Unrealized +74.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $319 Shares 2,641 Est. Cost $109.39 Unrealized -3.3%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $301 Shares 3,278 Est. Cost $60.20 Unrealized +5.3%
BIIB BIOGEN INC 0.0%
Value ($000) $297 Shares 931 Est. Cost $320.80 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $294 Shares 1,688 Est. Cost $129.12 Unrealized +7.0%
OHI OMEGA HEALTHCARE INVESTORS 0.0%
Value ($000) $292 Shares 10,590 Est. Cost $31.19 Unrealized
PREMIER INC CLASS A 0.0%
Value ($000) $269 Shares 9,219 Est. Cost $30.44 Unrealized
CELGENE CORP 0.0%
Value ($000) $247 Shares 2,371 Est. Cost $104.18 Unrealized
ANNALY CAPITAL MANAGMENT INC 0.0%
Value ($000) $140 Shares 11,795 Est. Cost $11.08 Unrealized