Richard Pzena - Pzena Investment Management 13F Activity & Position Changes (Q4 2017)
According to the SEC 13F filed on Aug 07, 2026, the Pzena Investment Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q4 2017, the filing reported:
New Buys - Biogen Inc., General Motors Company, iShares Russell 2000 Value ETF, Pediatrix Medical Group, Inc., Old Republic International Corp, and 1 more
Increases - American International Group, I, Amgen Inc., Arrow Electronics, Inc., Avnet, Inc., Axis Capital, and 58 more
Reductions - AECOM, AMERICAN EQUITY INVT LIFE HL, Allstate Corporation (The), ARC Document Solutions, Inc., Associated Banc-Corp, and 43 more
Complete Exits - Diodes Incorporated, Gilead Sciences, Inc., Corning Incorporated, Progressive Corporation (The)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 30 of 121 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2017
|
ACM
AECOM
|
Sell |
-1,751
|
|
Q4 2017
|
AELEUR
AMERICAN EQUITY INVT LIFE HL
|
Sell |
-102,045
|
|
Q4 2017
|
AIG
American International Group, I
|
Buy |
+442,750
|
|
Q4 2017
|
ALL
Allstate Corporation (The)
|
Sell |
-3,509
|
|
Q4 2017
|
AMGN
Amgen Inc.
|
Buy |
+433
|
|
Q4 2017
|
ARC
ARC Document Solutions, Inc.
|
Sell |
-1,342,268
|
|
Q4 2017
|
ARW
Arrow Electronics, Inc.
|
Buy |
+470
|
|
Q4 2017
|
ASB
Associated Banc-Corp
|
Sell |
-85,967
|
|
Q4 2017
|
AVT
Avnet, Inc.
|
Buy |
+877,612
|
|
Q4 2017
|
AXS
Axis Capital
|
Buy |
+52,813
|
|
Q4 2017
|
BAC
Bank of America Corporation
|
Sell |
-33,073
|
|
Q4 2017
|
BEN
Franklin Resources, Inc.
|
Buy |
+46,938
|
|
Q4 2017
|
BHF
Brighthouse Financial, Inc.
|
Sell |
-84,637
|
|
Q4 2017
|
BIDU
Baidu, Inc.
|
Sell |
-9,346
|
|
Q4 2017
|
BIIB
Biogen Inc.
|
Buy - Position Entry |
+931
|
|
Q4 2017
|
BKR
Baker Hughes Company
|
Sell |
-5,325
|
|
Q4 2017
|
BP
BP p.l.c.
|
Sell |
-584,944
|
|
Q4 2017
|
BRO
Brown & Brown, Inc.
|
Buy |
+1,564
|
|
Q4 2017
|
C
Citigroup, Inc.
|
Buy |
+42,595
|
|
Q4 2017
|
CAH
Cardinal Health, Inc.
|
Buy |
+143,938
|
|
Q4 2017
|
CAR
Avis Budget Group, Inc.
|
Buy |
+669,678
|
|
Q4 2017
|
CB
Chubb Limited
|
Buy |
+610
|
|
Q4 2017
|
CFG
Citizens Financial Group, Inc.
|
Sell |
-824,404
|
|
Q4 2017
|
CMA
Comerica Incorporated
|
Sell |
-28,587
|
|
Q4 2017
|
COF
Capital One Financial Corporati
|
Buy |
+71,616
|
|
Q4 2017
|
COP
ConocoPhillips
|
Buy |
+22,260
|
|
Q4 2017
|
COR
Cencora, Inc.
|
Buy |
+845
|
|
Q4 2017
|
CSCO
Cisco Systems, Inc.
|
Buy |
+351,930
|
|
Q4 2017
|
CTSH
Cognizant Technology Solutions
|
Buy |
+194,583
|
|
Q4 2017
|
CVE
Cenovus Energy Inc
|
Sell |
-330,312
|