Pzena Investment Management, Inc. Class A
PZN
PZN was delisted on the 28th of October, 2022.
73 hedge funds and large institutions have $113M invested in Pzena Investment Management, Inc. Class A in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
46% more capital invested
Capital invested by funds: $77.8M → $113M (+$35.7M)
11% more funds holding
Funds holding: 66 → 73 (+7)
55% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 33
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$1.63M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.53M |
| 3 |
Millennium Management
New York
|
+$478K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$470K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$606K |
| 2 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$455K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$409K |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$346K |
| 5 |
NIMC
Nierenberg Investment Management Company
Camas,
Washington
|
-$342K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Invesco
Atlanta,
Georgia
| – | -$88K | -12,090 | Closed |
|
|
PWPS
77
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$7K | -917 | Closed |
|
|
GWS
78
Glassman Wealth Services
Vienna,
Virginia
| – | +$94 | +10 | New |
|
79
Simplex Trading
Chicago,
Illinois
| – | +$819 | +87 | New |
|
PZN Hedge Fund Activity: Q1 2021 in Review
73 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pzena Investment Management, Inc. Class A (PZN) for Q1 2021, worth a combined $113M — up 46% from $77.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PZN positions and 6 closed out — a net gain of 7 holders — while 15 added to existing stakes and 33 trimmed.
The largest buyer was Monarch Partners Asset Management, adding an estimated $1.63M. The largest seller was Renaissance Technologies, cutting an estimated $606K.
- 73 institutional investors held Pzena Investment Management, Inc. Class A (PZN) as of Q1 2021, up from 66 in Q4 2020.
- Funds reported $113M of Pzena Investment Management, Inc. Class A stock for Q1 2021, up 46% quarter-over-quarter.
- 13 funds opened new Pzena Investment Management, Inc. Class A positions in Q1 2021 and 6 closed out, a net change of +7 holders.
- The largest Pzena Investment Management, Inc. Class A buyer in Q1 2021 was Monarch Partners Asset Management, an estimated $1.63M added.
- The largest Pzena Investment Management, Inc. Class A seller in Q1 2021 was Renaissance Technologies, an estimated $606K sold.
Based on aggregated 13F filings for Q1 2021.