We are live on ! Find out more
PZN

Pzena Investment Management, Inc. Class A
PZN

Delisted

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

Back to rankings

73 hedge funds and large institutions have $91.9M invested in Pzena Investment Management, Inc. Class A in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

23% more capital invested

Capital invested by funds: $75M → $91.9M (+$16.9M)

12% more funds holding

Funds holding: 65 → 73 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
73
Holders Change
+8
Holders Change %
+12.31%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
23
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
+$3.69M
2
RA
Royce & Associates
New York
+$1.14M
3
ZIM
Zacks Investment Management
Illinois
+$635K
4
RFC
Russell Frank Company
Washington
+$569K
5
ACM
Ativo Capital Management
Illinois
+$485K

Top Sellers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
-$1.3M
2
Morgan Stanley
Morgan Stanley
New York
-$1.04M
3
SFM
Systematic Financial Management
New Jersey
-$696K
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$665K
5
WA
Wasatch Advisors
Utah
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
26
GAMCO Investors
Connecticut
$774K – – –
Geode Capital Management
27
Geode Capital Management
Massachusetts
$762K +$7.19K +766 +1%
ZIM
28
Zacks Investment Management
Illinois
$747K +$635K +67,610 New
SO
29
STRS Ohio
Ohio
$648K – – –
GF
30
Gabelli Funds
New York
$597K – – –
BG
31
BlackRock Group
United Kingdom
$552K -$25.6K -2,725 -5%
ACM
32
Ativo Capital Management
Illinois
$547K +$485K +51,618 New
NFA
33
Nationwide Fund Advisors
Ohio
$510K +$356K +37,928 +461%
TCIM
34
TIAA CREF Investment Management
New York
$500K +$8.25K +879 +2%
BIM
35
BlackRock Investment Management
Delaware
$475K +$86.2K +9,181 +27%
AI
36
Analytic Investors
California
$430K -$5.22K -556 -1%
AllianceBernstein
37
AllianceBernstein
Tennessee
$365K – – –
PPA
38
Parametric Portfolio Associates
Washington
$354K -$3.69K -393 -1%
Prudential Financial
39
Prudential Financial
New Jersey
$324K +$46K +4,900 +20%
Charles Schwab
40
Charles Schwab
California
$297K +$9.24K +984 +4%
GC
41
Globeflex Capital
California
$288K +$244K +26,031 New
TA
42
Teachers Advisors
New York
$275K +$35.2K +3,748 +18%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$268K -$135K -14,400 -37%
TC
44
TFS Capital
Pennsylvania
$263K +$224K +23,821 New
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$254K +$18.6K +1,979 +9%
SIM
46
Spark Investment Management
New York
$247K -$14.1K -1,500 -6%
MC
47
Menta Capital
California
$239K -$28.6K -3,050 -12%
PAM
48
Panagora Asset Management
Massachusetts
$234K -$300 -32 -0.2%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$201K +$46.8K +4,980 +38%
Goldman Sachs
50
Goldman Sachs
New York
$192K +$163K +17,397 New
1
2
3 4

PZN Hedge Fund Activity: Q2 2015 in Review

73 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Pzena Investment Management, Inc. Class A (PZN) for Q2 2015, worth a combined $91.9M — up 23% from $75M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PZN positions and 5 closed out — a net gain of 8 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $3.69M. The largest seller was Punch & Associates Investment Management, cutting an estimated $1.3M.

  • 73 institutional investors held Pzena Investment Management, Inc. Class A (PZN) as of Q2 2015, up from 65 in Q1 2015.
  • Funds reported $91.9M of Pzena Investment Management, Inc. Class A stock for Q2 2015, up 23% quarter-over-quarter.
  • 13 funds opened new Pzena Investment Management, Inc. Class A positions in Q2 2015 and 5 closed out, a net change of +8 holders.
  • The largest Pzena Investment Management, Inc. Class A buyer in Q2 2015 was Epoch Investment Partners, an estimated $3.69M added.
  • The largest Pzena Investment Management, Inc. Class A seller in Q2 2015 was Punch & Associates Investment Management, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2015.