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Pzena Investment Management Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PZN?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	334,503	2%
General Public	5,695,421	34.1%
Institutions	10,666,772	63.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 59.37% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12%	Punch & Associates Investment Management, Inc.	1,999,521	US$85.1m	2.16%	1.26%
5.82%	BlackRock, Inc.	971,627	US$41.4m	0.69%	no data
4.95%	The Vanguard Group, Inc.	826,905	US$35.2m	-0.62%	no data
4.76%	Renaissance Technologies LLC	794,150	US$33.8m	3.06%	0.01%
3.79%	DePrince, Race & Zollo, Inc.	631,984	US$26.9m	-11.2%	0.13%
3.41%	Cacti Asset Management, LLC	569,954	US$24.3m	-21%	0.5%
3.34%	GAMCO Investors, Inc.	556,994	US$23.7m	16.5%	0.02%
2.2%	Dimensional Fund Advisors LP	367,515	US$15.6m	-12.1%	no data
1.85%	Brandywine Global Investment Management, LLC	308,194	US$13.1m	43%	0.02%
1.83%	Boston Partners Global Investors, Inc.	306,199	US$13.0m	0%	no data
1.75%	Rock Point Advisors, LLC	291,490	US$12.4m	17.7%	0.98%
1.74%	State Street Global Advisors, Inc.	291,260	US$12.4m	-5.11%	no data
1.71%	Geode Capital Management, LLC	284,847	US$12.1m	0.31%	no data
1.58%	Monarch Partners Asset Management LLC	263,210	US$11.2m	0%	0.68%
1.3%	Russell Investment Management, LLC	216,317	US$9.2m	12.5%	no data
1.23%	Great Lakes Advisors, LLC	205,968	US$8.8m	-6.41%	0.04%
1.07%	Caroline Cai	178,598	US$7.6m	0%	no data
0.99%	Northern Trust Global Investments	166,040	US$7.1m	-1.49%	no data
0.8%	Los Angeles Capital Management LLC	134,347	US$5.7m	-1.78%	0.01%
0.63%	PanAgora Asset Management, Inc.	105,755	US$4.5m	2.38%	0.01%
0.61%	Eaton Vance Management	101,324	US$4.3m	11.7%	no data
0.57%	Nierenberg Investment Management Company, Inc.	94,540	US$4.0m	28.6%	0.73%
0.54%	BNY Mellon Asset Management	90,491	US$3.9m	-5.71%	no data
0.48%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	80,403	US$3.4m	-3.45%	no data
0.45%	Goldman Sachs Asset Management, L.P.	75,710	US$3.2m	-16.9%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2022/10/31 15:44
End of Day Share Price	2022/10/28 00:00
Earnings	2022/09/30
Annual Earnings	2021/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Pzena Investment Management, Inc. is covered by 5 analysts. of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Marc Irizarry	Goldman Sachs
Kenneth Worthington	J.P. Morgan
Larry Hedden	Keefe, Bruyette, & Woods