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SDZNY SANDOZ GROUP AG-ADR

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COM (ADR)

33 managers (33 13F filers) reported a position in SDZNY shares at 2025-03-31, 203,810 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
33
13F filers
33
New
4
Added
4
Reduced
6
Sold out
5
Shares held by filers
203,810

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ramirez Asset Management, Inc.79,106$3.31M0.69%-7,63113F-HRTimeline
Henry James International Management In…49,430$2.07M0.71%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC25,451$1.07M0.02%-15213F-HRTimeline
DELPHI MANAGEMENT INC /MA/15,760$661K0.67%+10,12613F-HRTimeline
RHUMBLINE ADVISERS14,650$614K<0.01%+1,87513F-HR/ATimeline
YOUSIF CAPITAL MANAGEMENT, LLC6,698$280K<0.01%013F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…5,323$223K0.16%-1013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,879$78.8K<0.01%+4913F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.1,317$55.2K0.04%-6713F-HRTimeline
GAMMA Investing LLC1,227$51.4K<0.01%-31813F-HR/ATimeline
S.A. Mason LLC548$23K0.01%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC485$20.3K0.01%013F-HRTimeline
BRISTOL JOHN W & CO INC /NY/455$19.1K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…337$14.1K<0.01%+313F-HRTimeline
United Community Bankin group United Community Bank253$10.6K<0.01%013F-HRTimelineGroup
ESSEX INVESTMENT MANAGEMENT CO LLC203$8.51K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp127$5.32K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.119$5K<0.01%-14913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMA Advisory Services, Inc.64$2.68K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.52$2.18K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.47$1.97K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH40$1.68K<0.01%013F-HRTimeline
ORG Partners LLC40$1.64K<0.01%013F-HRTimeline
Heritage Wealth Advisors37$1.55K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC24$1.01K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners30$1K<0.01%013F-HRTimeline
Brooklyn Investment Group22$922<0.01%new13F-HRTimeline
Archer Investment Corp17$713<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL16$671<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.16$671<0.01%013F-HRTimeline
First Horizon Advisors, Inc.14$586<0.01%013F-HRTimeline
Main Street Group, LTD12$504<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.11$461<0.01%013F-HRTimelineGroup