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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 Sep 30, 2024
501 Followers
Richard Pzena Pzena Investment Management LLC
Hedge Fund Manager
Ranked #170 out of 487 Hedge Fund Managers
Portfolio Gain
+135.96%
Since Jan 2016
Sharpe Ratio
1.81
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$31.02B
Richard Pzena manages more assets than 89% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+15.28%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
25.99% Financial
17.83% Healthcare
16.01% Technology
15.13% Consumer Cyclical
6.21% Industrial Goods
4.40% Basic Materials
3.60% Energy
3.35% Communication Services
2.79% Utilities
2.55% Consumer Defensive
0.62% Real Estate
0.36% General
A breakdown of Pzena Investment Management LLC's portfolio by sector
Pzena Investment Management LLC Portfolio Activity
Fifth Third Bancorp
Reduced
Financial
$39.51
($35.17-$43.84)
+9.99%
-0.47%
49.86M
0.16%
Pfizer
Added
Healthcare
$29.42
($27.30-$31.54)
-11.82%
+0.33%
210.73M
0.67%
Global Payments
Added
Industrial Goods
$104.98
($92.01-$117.96)
+13.58%
+3.35%
679.95M
2.19%
Shinhan Financial Group Co
Reduced
Financial
$40.32
($34.59-$46.05)
-6.40%
-0.86%
45.47M
0.15%
CNO Financial
Reduced
Financial
$31.57
($27.50-$35.63)
+12.19%
-24.04%
160.68M
0.52%
Hdfc Bank
Not Changed
Financial
$62.20
($57.24-$67.16)
+1.63%
0.00%
19.44M
0.06%
Healthcare Realty Trust
New
Real Estate
$17.55
($16.20-$18.90)
-0.19%
+100.00%
40.39M
0.13%
Bristol-Myers Squibb
Added
Healthcare
$45.76
($39.35-$52.16)
+13.80%
+0.48%
734.80M
2.34%
Olin
Added
Basic Materials
$45.11
($39.47-$50.75)
-12.01%
+24.78%
165.66M
0.53%
ManpowerGroup
Not Changed
Industrial Goods
$72.13
($66.03-$78.22)
-17.30%
0.00%
25.81M
0.08%
See a list of Pzena Investment Management LLC's holdings, as reported to the SEC on Sep 30, 2024. 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 135.96%.
What is Pzena Investment Management LLC’s Sharpe Ratio?
Pzena Investment Management LLC’s Sharpe Ratio is 1.81.
What is Pzena Investment Management LLC’s portfolio value?
Pzena Investment Management LLC’s portfolio value is $31.02B.
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 3.01%.
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 21.31%.
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 15.28%.
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 Sep 30, 2024.
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 $31.02B.
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.
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.