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SDZNY SANDOZ GROUP AG-ADR

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COM (ADR)

34 managers (34 13F filers) reported a position in SDZNY shares at 2025-06-30, 234,850 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
34
New
4
Added
8
Reduced
6
Sold out
3
Shares held by filers
234,850

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.98,424$5.37M0.81%+19,31813F-HRTimeline
Henry James International Management In…49,430$2.7M0.89%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC26,690$1.46M0.02%+1,23913F-HRTimeline
DELPHI MANAGEMENT INC /MA/24,443$1.34M1.29%+8,68313F-HRTimeline
RHUMBLINE ADVISERS14,540$795K<0.01%-11013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC7,203$393K<0.01%+50513F-HRTimeline
TOWER BRIDGE ADVISORS4,442$242K0.03%new13F-HRTimeline
O'Brien Greene & Co. Inc3,905$213K0.07%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,244$68K<0.01%-63513F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.1,209$66.1K0.05%-10813F-HRTimeline
GAMMA Investing LLC702$38.4K<0.01%-52513F-HRTimeline
S.A. Mason LLC548$30K0.01%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC485$26.5K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…356$19.4K<0.01%+1913F-HRTimeline
United Community Bankin group United Community Bank233$12.7K<0.01%-2013F-HRTimelineGroup
ESSEX INVESTMENT MANAGEMENT CO LLC203$11.1K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp127$7.24K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.130$7K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.127$7K<0.01%+813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMA Advisory Services, Inc.64$3.5K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.52$2.84K<0.01%013F-HRTimeline
Heritage Wealth Advisors47$2.57K<0.01%+1013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH40$2.18K<0.01%013F-HRTimeline
ORG Partners LLC40$2.17K<0.01%013F-HRTimeline
Brooklyn Investment Group26$1.42K<0.01%+413F-HR/ATimeline
Coston, McIsaac & Partners30$1K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18$984<0.01%-613F-HRTimelineGroup
Archer Investment Corp17$929<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL16$875<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.16$875<0.01%013F-HRTimeline
First Horizon Advisors, Inc.14$764<0.01%013F-HRTimeline
Main Street Group, LTD12$656<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.11$601<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC6$324<0.01%new13F-HRTimeline