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SDZNY SANDOZ GROUP AG-ADR

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COM (ADR)

30 managers (30 13F filers) reported a position in SDZNY shares at 2025-09-30, 229,991 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
30
13F filers
30
New
4
Added
5
Reduced
11
Sold out
8
Shares held by filers
229,991

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.93,399$5.54M0.77%-5,02513F-HRTimeline
Henry James International Management In…56,130$3.33M1.02%+6,70013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC27,975$1.67M0.02%+1,28513F-HRTimeline
DELPHI MANAGEMENT INC /MA/24,387$1.45M1.35%-5613F-HRTimeline
RHUMBLINE ADVISERS14,071$839K<0.01%-46913F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC5,738$340K<0.01%-1,46513F-HRTimeline
TOWER BRIDGE ADVISORS4,352$258K0.03%-9013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,193$71.1K<0.01%-5113F-HRTimelineGroup
GAMMA Investing LLC712$42.5K<0.01%+1013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC485$28.9K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.279$16.6K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC236$13.8K<0.01%+23013F-HRTimeline
United Community Bankin group United Community Bank223$13.2K<0.01%-1013F-HRTimelineGroup
ESSEX INVESTMENT MANAGEMENT CO LLC203$12.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.119$7K<0.01%-813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IMA Advisory Services, Inc.64$3.82K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.52$3.1K<0.01%013F-HRTimeline
Heritage Wealth Advisors47$2.8K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.47$2.8K<0.01%new13F-HRTimeline
ORG Partners LLC40$2.38K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS36$2.15K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH32$1.9K<0.01%-813F-HRTimeline
LANARK FINANCIAL, INC.30$1.78K<0.01%-10013F-HRTimeline
FSA Wealth Management LLC18$1.07K<0.01%new13F-HRTimeline
Archer Investment Corp17$1.01K<0.01%013F-HRTimeline
Coston, McIsaac & Partners30$1K<0.01%013F-HRTimeline
Main Street Group, LTD12$716<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.60$656<0.01%+4913F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp3$208<0.01%13F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1$59<0.01%-35513F-HRTimeline