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PZN

Pzena Investment Management, Inc. Class A
PZN

Delisted

PZN was delisted on the 28th of October, 2022.

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66 hedge funds and large institutions have $79.1M invested in Pzena Investment Management, Inc. Class A in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $80.8M → $79.1M (-$1.65M)

11% less funds holding

Funds holding: 74 → 66 (-8)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
66
Holders Change
-8
Holders Change %
-10.81%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
25
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$2.9M
2
Morgan Stanley
Morgan Stanley
New York
+$1.15M
3
Victory Capital Management
Victory Capital Management
Texas
+$883K
4
Renaissance Technologies
Renaissance Technologies
New York
+$784K
5
BIT
BlackRock Institutional Trust
California
+$696K

Top Sellers

Rank Fund Capital Flow
1
PC
Pier Capital
Connecticut
-$3.13M
2
WA
Wasatch Advisors
Utah
-$1.39M
3
MCM
McKinley Capital Management
Alaska
-$1.34M
4
CCM
Cadence Capital Management
Massachusetts
-$1.07M
5
ZIM
Zacks Investment Management
Illinois
-$558K
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$622K – – –
SO
27
STRS Ohio
Ohio
$569K +$16.1K +1,700 +3%
BG
28
BlackRock Group
United Kingdom
$498K +$498K +52,692 New
GF
29
Gabelli Funds
New York
$473K +$161K +17,000 +52%
TCIM
30
TIAA CREF Investment Management
New York
$420K -$34.1K -3,610 -8%
AI
31
Analytic Investors
California
$414K +$46.4K +4,916 +13%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$329K – – –
AllianceBernstein
33
AllianceBernstein
Tennessee
$316K -$12.3K -1,300 -4%
BIM
34
BlackRock Investment Management
Delaware
$313K -$1.03K -109 -0.3%
WA
35
Whitebox Advisors
Minnesota
$311K -$45.5K -4,824 -13%
AQR Capital Management
36
AQR Capital Management
Connecticut
$246K -$35.9K -3,800 -13%
PPA
37
Parametric Portfolio Associates
Washington
$246K -$12.9K -1,370 -5%
Charles Schwab
38
Charles Schwab
California
$232K +$6.91K +732 +3%
Prudential Financial
39
Prudential Financial
New Jersey
$231K +$11.3K +1,200 +5%
SIM
40
Spark Investment Management
New York
$215K +$11.3K +1,200 +6%
PAM
41
Panagora Asset Management
Massachusetts
$202K +$14.4K +1,525 +8%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$198K +$850 +90 +0.4%
TA
43
Teachers Advisors
New York
$168K – – –
NCCM
44
Nine Chapters Capital Management
New Jersey
$152K +$152K +16,100 New
UCFA
45
United Capital Financial Advisors
Texas
$145K -$2.16K -229 -1%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$137K +$137K +14,457 New
QI
47
Quotient Investors
New York
$136K – – –
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$121K -$33.3K -3,525 -22%
Millennium Management
49
Millennium Management
New York
$114K +$113K +12,000 New
FQ
50
First Quadrant
California
$109K +$39.7K +4,200 +58%
1
2
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PZN Hedge Fund Activity: Q4 2014 in Review

66 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Pzena Investment Management, Inc. Class A (PZN) for Q4 2014, worth a combined $79.1M — down 2% from $80.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PZN and 7 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 25 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $2.9M. The largest seller was Pier Capital, exiting entirely with an estimated $3.13M sold.

  • 66 institutional investors held Pzena Investment Management, Inc. Class A (PZN) as of Q4 2014, down from 74 in Q3 2014.
  • Funds reported $79.1M of Pzena Investment Management, Inc. Class A stock for Q4 2014, down 2% quarter-over-quarter.
  • 7 funds opened new Pzena Investment Management, Inc. Class A positions in Q4 2014 and 13 closed out, a net change of -6 holders.
  • The largest Pzena Investment Management, Inc. Class A buyer in Q4 2014 was Punch & Associates Investment Management, an estimated $2.9M added.
  • The largest Pzena Investment Management, Inc. Class A seller in Q4 2014 was Pier Capital, an estimated $3.13M sold.

Based on aggregated 13F filings for Q4 2014.