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Overview/ Pzena Investment Management LLC/ Q2 2017

Pzena Investment Management LLC

Richard Pzena · As of Q2 2017 · filed Aug 4, 2017

Q2 2017

Holdings

152 positions · Δ vs prior quarter
C CITIGROUP INC
$559.5M
3.1%
8,366,402 −25,366 −0.3% Reduced
ORCL ORACLE CORP
$504.7M
2.8%
10,065,272 +21,332 +0.2% Added
BAC BANK OF AMERICA CORP
$497.1M
2.7%
20,490,554 −902,720 −4.2% Reduced
OMC OMNICOM GROUP
$495.7M
2.7%
5,978,986 +1,049,746 +21.3% Added
MYL MYLAN NV
$479.0M
2.6%
12,339,687 +5,077,371 +69.9% Added
VOYA VOYA FINANCIAL INC
$473.1M
2.6%
12,825,081 +23,534 +0.2% Added
CTSH COGNIZANT TECH SOLUTIONS-A
$465.5M
2.5%
7,010,880 +296,899 +4.4% Added
BEN FRANKLIN TEMPLETON INC
$463.5M
2.5%
10,348,419 +246,306 +2.4% Added
DOV DOVER CORP
$449.2M
2.5%
5,599,307 +17,738 +0.3% Added
EXMOC EXXON MOBIL CORP
$421.2M
2.3%
5,216,886 +32,796 +0.6% Added
MS MORGAN STANLEY
$405.7M
2.2%
9,104,754 −112,061 −1.2% Reduced
AIG AMERICAN INTERNATIONAL GROUP
$403.9M
2.2%
6,460,619 +71,469 +1.1% Added
RDS/A SHELL PLC-SPON ADR-A
$401.3M
2.2%
7,543,786 +85,555 +1.1% Added
WMT WALMART INC
$388.6M
2.1%
5,134,336 +19,298 +0.4% Added
JPM JPMORGAN CHASE & CO
$379.7M
2.1%
4,154,377 −15,232 −0.4% Reduced
HPE HEWLETT PACKARD ENTERPRISE
$367.1M
2.0%
22,129,234 +4,794,388 +27.7% Added
MCK MCKESSON CORP
$345.2M
1.9%
2,097,855 +20,751 +1.0% Added
COF CAPITAL ONE FINANCIAL CORP
$333.9M
1.8%
4,041,646 +885,934 +28.1% Added
NWSA NEWS CORP - CLASS A
$317.7M
1.7%
23,190,514 −1,162,927 −4.8% Reduced
GS GOLDMAN SACHS GROUP INC
$313.8M
1.7%
1,414,300 −4,591 −0.3% Reduced
MET METLIFE INC
$301.2M
1.6%
5,482,597 +8,370 +0.2% Added
CIGNA CORP
$298.5M
1.6%
1,783,177 −473,176 −21.0% Reduced
STAPLES INC
$298.4M
1.6%
29,636,356 −1,591,885 −5.1% Reduced
AXS AXIS CAPITAL HOLDINGS LTD
$296.3M
1.6%
4,582,706 −157,786 −3.3% Reduced
AVT AVNET INC
$294.8M
1.6%
7,583,434 +2,133,389 +39.1% Added
RF REGIONS FINANCIAL CORP
$291.6M
1.6%
19,918,612 −46,490 −0.2% Reduced
INTC INTEL CORP
$286.5M
1.6%
8,490,243 +94,533 +1.1% Added
F FORD MOTOR CO
$266.5M
1.5%
23,812,718 +6,611,425 +38.4% Added
HLT HILTON WORLDWIDE HOLDINGS IN
$256.9M
1.4%
4,152,880 −104,023 −2.4% Reduced
STT STATE STREET CORP
$252.5M
1.4%
2,813,464 −19,414 −0.7% Reduced
MUR MURPHY OIL CORP
$243.8M
1.3%
9,510,782 +396,009 +4.3% Added
XL GROUP LTD
$227.7M
1.2%
5,197,849 +85,913 +1.7% Added
IPG INTERPUBLIC GROUP OF COS INC
$219.9M
1.2%
8,940,925 −220,532 −2.4% Reduced
BP BP PLC-SPONS ADR
$214.5M
1.2%
6,190,476 −32,676 −0.5% Reduced
PH PARKER HANNIFIN CORP
$205.1M
1.1%
1,283,268 −418,547 −24.6% Reduced
TEX TEREX CORP
$194.3M
1.1%
5,181,944 −561,283 −9.8% Reduced
WTW WILLIS TOWERS WATSON PLC
$193.3M
1.1%
1,329,037 +90,591 +7.3% Added
UBS UBS GROUP AG-REG
$188.8M
1.0%
11,120,923 −53,893 −0.5% Reduced
EXPRESS SCRIPTS HOLDING CO
$181.2M
1.0%
2,838,878 +2,838,878 New
SWK STANLEY BLACK & DECKER INC
$173.9M
1.0%
1,235,586 −477,670 −27.9% Reduced
CVE CENOVUS ENERGY INC
$162.7M
0.9%
22,078,963 +3,046,244 +16.0% Added
EIX EDISON INTERNATIONAL
$139.5M
0.8%
1,784,386 −6,202 −0.3% Reduced
KEY KEYCORP
$128.7M
0.7%
6,869,516 −43,055 −0.6% Reduced
ALL ALLSTATE CORP
$128.3M
0.7%
1,450,578 −13,562 −0.9% Reduced
ON ON SEMICONDUCTOR
$125.2M
0.7%
8,920,698 −2,167,977 −19.6% Reduced
STXN SEAGATE TECHNOLOGY HOLDINGS
$121.9M
0.7%
3,146,522 −296,729 −8.6% Reduced
LAMR LAMAR ADVERTISING CO-A
$117.2M
0.6%
1,592,425 −161,697 −9.2% Reduced
ABT ABBOTT LABORATORIES
$111.7M
0.6%
2,298,718 −623,378 −21.3% Reduced
COP CONOCOPHILLIPS
$110.0M
0.6%
2,501,175 −1,377 −0.1% Reduced
HPQ HP INC
$106.8M
0.6%
6,112,050 −151,008 −2.4% Reduced
JELD JELD-WEN HOLDING INC
$102.7M
0.6%
3,163,282 +656,231 +26.2% Added
JNJ JOHNSON & JOHNSON
$97.6M
0.5%
737,844 −176,595 −19.3% Reduced
MSFT MICROSOFT CORP
$92.8M
0.5%
1,346,933 −31,031 −2.3% Reduced
IVZ INVESCO LTD
$88.4M
0.5%
2,512,726 +607 +0.0% Added
WFC WELLS FARGO & CO
$83.3M
0.5%
1,503,167 +485,833 +47.8% Added
CAH CARDINAL HEALTH INC
$82.5M
0.5%
1,058,804 −499 −0.0% Reduced
FITB FIFTH THIRD BANCORP
$82.3M
0.5%
3,168,331 −423,666 −11.8% Reduced
ATUEUR ACTUANT CORP-A
$81.5M
0.4%
3,311,551 +11,227 +0.3% Added
WED WEBSTER FINANCIAL CORP
$79.0M
0.4%
1,513,122 −150,014 −9.0% Reduced
CSCO CISCO SYSTEMS INC
$78.5M
0.4%
2,506,781 −574 −0.0% Reduced
PFE PFIZER INC
$78.3M
0.4%
2,332,274 +114,765 +5.2% Added
BIDU BAIDU INC - SPON ADR
$77.2M
0.4%
431,862 +6,702 +1.6% Added
AGREUR AVANGRID INC
$76.0M
0.4%
1,720,464 −513 −0.0% Reduced
G GENPACT LTD
$74.3M
0.4%
2,670,064 +38,353 +1.5% Added
FLEX FLEX LTD
$74.2M
0.4%
4,552,258 −1,167,440 −20.4% Reduced
KBR KBR INC
$72.6M
0.4%
4,769,262 −172,897 −3.5% Reduced
ACM AECOM
$72.0M
0.4%
2,227,578 +1,883 +0.1% Added
KEL KELLANOVA
$67.4M
0.4%
970,849 Held
DAN DANA INC
$67.4M
0.4%
3,017,256 −144,958 −4.6% Reduced
AELUSD AMERICAN EQUITY INVT LIFE HL
$64.0M
0.4%
2,437,159 +9,196 +0.4% Added
ASB ASSOCIATED BANC-CORP
$59.6M
0.3%
2,365,210 −13,744 −0.6% Reduced
DOORUSD MASONITE INTERNATIONAL CORP
$59.4M
0.3%
786,818 −122,462 −13.5% Reduced
TEL1USD TE CONNECTIVITY LTD
$57.4M
0.3%
729,498 −1,474 −0.2% Reduced
CMA COMERICA INC
$56.7M
0.3%
774,101 −388,224 −33.4% Reduced
CVS CVS HEALTH CORP
$56.3M
0.3%
700,074 +166,039 +31.1% Added
TRS TRIMAS CORP
$56.1M
0.3%
2,689,007 −19,640 −0.7% Reduced
CFG CITIZENS FINANCIAL GROUP
$55.7M
0.3%
1,560,442 −205,341 −11.6% Reduced
ASPEN INSURANCE HOLDINGS LTD
$54.5M
0.3%
1,094,283 +49,971 +4.8% Added
MRK MERCK & CO. INC.
$52.9M
0.3%
824,940 −1,293 −0.2% Reduced
SYU1 SYNOVUS FINANCIAL CORP
$52.1M
0.3%
1,178,496 −174,758 −12.9% Reduced
VIV1USD TELEFONICA BRASIL-ADR PREF
$51.9M
0.3%
3,844,520 +250,032 +7.0% Added
ESSENDANT INC
$51.8M
0.3%
3,492,271 +57,506 +1.7% Added
SCSC SCANSOURCE INC
$51.4M
0.3%
1,275,903 −5,920 −0.5% Reduced
ACH ACCENDRA HEALTH INC
$50.5M
0.3%
1,567,412 −12,184 −0.8% Reduced
CHART INDUSTRIES INC
$45.7M
0.3%
1,315,403 −12,382 −0.9% Reduced
GLW CORNING INC
$43.8M
0.2%
1,456,133 −24,815 −1.7% Reduced
VERIFONE SYSTEMS INC
$43.6M
0.2%
2,408,238 −17,741 −0.7% Reduced
HOPE HOPE BANCORP INC
$42.6M
0.2%
2,285,505 −9,373 −0.4% Reduced
CUBUSD CUBIC CORP
$42.3M
0.2%
914,129 −4,409 −0.5% Reduced
SUPERIOR ENERGY SERVICES INC
$41.7M
0.2%
3,998,348 +48,531 +1.2% Added
QCOM QUALCOMM INC
$41.1M
0.2%
743,776 Held
AXE3EUR ANIXTER INTERNATIONAL INC
$36.6M
0.2%
468,465 −2,333 −0.5% Reduced
TMK TORCHMARK CORP
$36.5M
0.2%
477,661 −2,514 −0.5% Reduced
VALIDUS HOLDINGS LTD
$35.8M
0.2%
689,124 −6,514 −0.9% Reduced
GTS TRIPLE-S MANAGEMENT CORP
$35.0M
0.2%
2,069,718 −9,607 −0.5% Reduced
AGIIGBP ARGO GROUP INTERNATIONAL
$34.7M
0.2%
572,635 −2,366 −0.4% Reduced
FTI TECHNIPFMC PLC
$34.6M
0.2%
1,271,841 −16,432 −1.3% Reduced
NSIT INSIGHT ENTERPRISES INC
$33.3M
0.2%
832,926 −52,542 −5.9% Reduced
HAL HALLIBURTON CO
$32.2M
0.2%
752,886 −10,219 −1.3% Reduced
BAKER HUGHES INC
$31.6M
0.2%
580,451 Held
T AT&T INC
$31.1M
0.2%
824,085 +258 +0.0% Added
FMBIUSD FIRST MIDWEST BANCORP INC/IL
$29.8M
0.2%
1,278,104 −5,044 −0.4% Reduced
ETR ENTERGY CORP
$28.4M
0.2%
370,134 −1,808 −0.5% Reduced
ROCK GIBRALTAR INDUSTRIES INC
$28.3M
0.2%
793,663 +793,663 New
L3 TECHNOLOGIES, INC.
$28.1M
0.2%
168,036 −489 −0.3% Reduced
GENERAL CABLE CORP DEL NE
$28.0M
0.2%
1,710,959 −15,802 −0.9% Reduced
TCF FINANCIAL CORP
$26.6M
0.1%
1,670,379 +30,303 +1.8% Added
LMEUR LEGG MASON INC
$24.4M
0.1%
639,775 Held
ARW ARROW ELECTRONICS INC
$23.9M
0.1%
304,670 Held
UVV UNIVERSAL CORP/VA
$23.8M
0.1%
367,692 −2,744 −0.7% Reduced
AETNA INC
$23.5M
0.1%
154,946 Held
EG EVEREST GROUP LTD
$23.2M
0.1%
91,194 −1,256 −1.4% Reduced
DIOD DIODES INC
$22.6M
0.1%
939,163 −295,769 −24.0% Reduced
PGR PROGRESSIVE CORP
$21.9M
0.1%
496,033 −775 −0.2% Reduced
JBL JABIL INC
$20.8M
0.1%
712,955 Held
PCG P G & E CORP
$20.8M
0.1%
313,010 Held
SRI STONERIDGE INC
$19.2M
0.1%
1,248,090 −164,902 −11.7% Reduced
TSM TAIWAN SEMICONDUCTOR-SP ADR
$19.2M
0.1%
548,866 −659 −0.1% Reduced
HOSPITALITY PROPERTIES TRUST
$17.1M
0.1%
586,728 +106 +0.0% Added
WAIREUR WESCO AIRCRAFT HOLDINGS INC
$16.8M
0.1%
1,552,004 −4,458 −0.3% Reduced
HIG HARTFORD INSURANCE GROUP INC
$16.5M
0.1%
314,390 Held
ARC DOCUMENT SOLUTIONS INC
$15.9M
0.1%
3,826,438 −26,678 −0.7% Reduced
VRTUUSD VIRTUSA CORP
$15.8M
0.1%
536,604 −4,652 −0.9% Reduced
PLY GEM HOLDINGS INC
$15.4M
0.1%
859,716 −88,198 −9.3% Reduced
WSFS WSFS FINANCIAL CORP
$15.3M
0.1%
338,149 −4,405 −1.3% Reduced
GNW GENWORTH FINANCIAL INC
$15.1M
0.1%
4,003,626 −2,980,305 −42.7% Reduced
OC OWENS CORNING
$13.6M
0.1%
203,330 Held
KSS KOHLS CORP
$13.6M
0.1%
351,174 Held
DXC DXC TECHNOLOGY CO
$13.0M
0.1%
169,514 +169,514 New
DRH DIAMONDROCK HOSPITALITY CO
$11.5M
0.1%
1,045,949 −250 −0.0% Reduced
KKR & CO LP
$10.7M
0.1%
575,974 −36,144 −5.9% Reduced
ROWAN COMPANIES PLC - A
$10.2M
0.1%
996,725 Held
NWS NEWS CORP - CLASS B
$7.9M
0.0%
560,534 −95,500 −14.6% Reduced
APOLLO GLOBAL MANAGEMENT-A
$7.9M
0.0%
298,175 −36,344 −10.9% Reduced
CB CHUBB LTD
$7.5M
0.0%
51,626 −30,228 −36.9% Reduced
CMCO COLUMBUS MCKINNON CORP/NY
$7.5M
0.0%
293,625 −110,781 −27.4% Reduced
PKX POSCO HOLDINGS INC -SPON ADR
$5.9M
0.0%
93,495 +33,195 +55.0% Added
SHG SHINHAN FINANCIAL GROUP-ADR
$3.4M
0.0%
77,844 +17,569 +29.1% Added
LUKOY LUKOIL PJSC-SPON ADR
$798K
0.0%
16,350 Held
ABBV ABBVIE INC
$372K
0.0%
5,137 +967 +23.2% Added
DOX AMDOCS LTD
$372K
0.0%
5,778 +127 +2.2% Added
PM8 PREMIER INC-CLASS A
$361K
0.0%
10,029 −454 −4.3% Reduced
YUSD ALLEGHANY CORP
$358K
0.0%
602 +179 +42.3% Added
SO SOUTHERN CO
$357K
0.0%
7,454 +536 +7.7% Added
OHI OMEGA HEALTHCARE INVESTORS
$340K
0.0%
10,286 +10,286 New
ZBH ZIMMER BIOMET HOLDINGS INC
$260K
0.0%
2,023 +2,023 New
COR CENCORA INC
$246K
0.0%
2,602 +100 +4.0% Added
AMGN AMGEN INC
$231K
0.0%
1,339 +42 +3.2% Added
DVA DAVITA INC
$220K
0.0%
3,398 +71 +2.1% Added
BRO BROWN & BROWN INC
$219K
0.0%
5,087 +138 +2.8% Added
TDG TRANSDIGM GROUP INC
$204K
0.0%
758 −328 −30.2% Reduced
NLYEUR ANNALY CAPITAL MANAGEMENT IN
$156K
0.0%
12,906 Held

Sold positions

8 closed in Q2 2017 · shares & value as of prior filing
Holding Shares sold Prior value
CDW CDW CORP/DE
160,561 $9.3M
BPOP POPULAR INC
99,314 $4.0M
EEM ISHARES MSCI EMERGING MARKET
66,918 $2.6M
INFY INFOSYS LTD-SP ADR
114,700 $1.8M
MDT MEDTRONIC PLC
4,560 $367K
LABORATORY CORP OF AMERICA HOLDINGS
2,230 $320K
ORI OLD REPUBLIC INTL CORP
13,581 $278K
BIIB BIOGEN INC
759 $208K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.