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Pzena Investment Management LLC - Richard Pzena

Pzena Investment Management LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Richard Pzena

Richard Pzena
Pzena Investment Management LLC

Hedge Fund Manager
Ranked #113 out of 482 Hedge Fund Managers

Portfolio Gain

+124.39%
Since Jan 2016

Sharpe Ratio

2.13
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$26.60B
Richard Pzena manages more assets than 88% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+15.10%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
30.52% Financial
16.27% Technology
15.46% Consumer Cyclical
11.36% Healthcare
7.39% Industrial Goods
5.24% Basic Materials
4.12% Energy
3.86% Utilities
2.83% Communication Services
1.34% Consumer Defensive
0.61% Real Estate
<0.01% General
A breakdown of Pzena Investment Management LLC's portfolio by sector

Pzena Investment Management LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Acuity Brands
Reduced
Industrial Goods
$182.40
($156.84-$207.96)
+30.72%
-3.22%
87.16M
0.33%
Advance Auto Parts
Reduced
Consumer Cyclical
$56.88
($47.73-$66.04)
+40.38%
-1.65%
79.29M
0.30%
Bread Financial Holdings
Added
Financial
$30.63
($26.08-$35.17)
+14.91%
+13.98%
26.60M
0.10%
Amdocs
Added
Technology
$83.62
($78.38-$88.86)
+2.84%
+4.84%
372.61M
1.39%
American Equity Investment Life
Reduced
Financial
$54.39
($52.70-$56.09)
+0.72%
-37.72%
28.09M
0.11%
American International Group
Reduced
Financial
$62.88
($57.72-$68.03)
+16.18%
-37.67%
115.42M
0.43%
American Woodmark
Reduced
Consumer Cyclical
$79.88
($65.01-$94.75)
+8.83%
-9.02%
57.42M
0.22%
Amgen
Sold Out
Healthcare
$269.37
($249.70-$289.04)
+0.18%
-100.00%
0.00
0.00%
ArcelorMittal
Not Changed
Basic Materials
$25.16
($21.30-$29.01)
-2.04%
0.00%
685.96K
<0.01%
Arch Capital Group
Added
Financial
$81.75
($72.85-$90.65)
+23.17%
+91.26%
443.47K
<0.01%
See a list of Pzena Investment Management LLC's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Pzena Investment Management LLC's performance with other Hedge Funds and the S&P 500

Pzena Investment Management LLC activity FAQ

What is Pzena Investment Management LLC’s portfolio gain since Jun 2013?
Pzena Investment Management LLC’s portfolio gain since Jun 2013 was 124.39%.
    What is Pzena Investment Management LLC’s Sharpe Ratio?
    Pzena Investment Management LLC’s Sharpe Ratio is 2.13.
      What is Pzena Investment Management LLC’s portfolio value?
      Pzena Investment Management LLC’s portfolio value is $26.60B.
        What is Pzena Investment Management LLC’s average return since the fund’s last 13F filing?
        Pzena Investment Management LLC’s average return since the fund’s last 13F filing is 4.86%.
          What was Pzena Investment Management LLC’s average return in the last 12 months?
          Pzena Investment Management LLC’s average return in the last 12 months was 26.02%.
            What was Pzena Investment Management LLC’s average return in the last 3 years?
            Pzena Investment Management LLC’s average return in the last 3 years was 15.10%.
              When was the most recent most recent 13F form submitted by Pzena Investment Management LLC?
              Pzena Investment Management LLC's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Richard Pzena Net Worth?
                  Richard Pzena is Managing Pzena Investment Management LLC which has a net worth of $26.60B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Richard Pzena and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.